Beta Wealth Group, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1594417
SAN DIEGO, CA
Position in VIG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,006,695
-$92,424 QoQ
Shares Held
4,681
-6.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
8 quarters on record
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,006,695 | 4,681 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,099,119 | 5,001 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,262,803 | 5,852 | Shares | Sole | 2025-11-07 | |
| 2021-12-31 | $284,761 | 1,658 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $254,668 | 1,658 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,735,475 | 49,974 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,154,706 | 48,645 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $6,269,359 | 44,410 | Shares | Sole | 2021-03-18 | |
| No filing history on record for this holder in this stock. | ||||||