BEACON FINANCIAL GROUP

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1591379 DALLAS, TX

Position in VIG

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$7,545,810

-$360,116 QoQ

Shares Held

35,087

-2.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.85%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,545,810	35,087	-2.5%	Shares	Sole	2026-04-30
2025-12-31	$7,905,926	35,972	-2.6%	Shares	Sole	2026-04-01
2025-09-30	$7,970,419	36,936	-5.8%	Shares	Sole	2025-10-08
2025-06-30	$8,029,408	39,231	-6.6%	Shares	Sole	2025-07-09
2025-03-31	$8,150,489	42,015	-8.6%	Shares	Sole	2025-04-10
2024-12-31	$8,998,975	45,953	-8.8%	Shares	Sole	2025-01-29
2024-09-30	$9,974,301	50,360	-3.4%	Shares	Sole	2024-11-12
2024-06-30	$9,512,680	52,110	-10.6%	Shares	Sole	2024-08-06
2024-03-31	$10,639,041	58,261	-11.6%	Shares	Sole	2024-05-07
2023-12-31	$11,229,871	65,903	+6.6%	Shares	Sole	2024-02-23
2023-09-30	$9,605,902	61,822	-23.6%	Shares	Sole	2023-10-16
2023-06-30	$13,148,383	80,948	-3.0%	Shares	Sole	2023-07-20
2023-03-31	$12,856,292	83,477	-1.3%	Shares	Sole	2023-04-14
2022-12-31	$12,843,624	84,581	-1.2%	Shares	Sole	2023-01-19
2022-09-30	$11,572,804	85,623	-0.1%	Shares	Sole	2022-10-13
2022-06-30	$12,292,222	85,678	-1.0%	Shares	Sole	2022-07-19
2022-03-31	$14,030,569	86,523	-2.0%	Shares	Sole	2022-04-08
2021-12-31	$15,162,777	88,284	-10.7%	Shares	Sole	2022-01-07
2021-09-30	$15,182,438	98,844	+0.2%	Shares	Sole	2021-10-13
2021-06-30	$15,263,687	98,609	-15.3%	Shares	Sole	2021-07-26
2021-03-31	$17,119,376	116,395	0.0%	Shares	Sole	2021-08-16
2020-12-31	$16,431,482	116,395	-4.0%	Shares	Sole	2021-01-15
2020-09-30	$15,601,182	121,259	-0.4%	Shares	Sole	2020-10-13
2020-06-30	$14,272,758	121,802	+1.1%	Shares	Sole	2020-08-05
2020-03-31	$12,457,047	120,486	—	Shares	Sole	2020-06-29
No filing history on record for this holder in this stock.