BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1654599
MORRISTOWN, NJ
Position in VIG
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$44,568,604
+$16,381,160 QoQ
Shares Held
207,238
+61.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,568,604 | 207,238 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $28,187,444 | 128,253 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $21,278,620 | 98,608 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $19,933,834 | 97,395 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $17,899,069 | 92,268 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $17,104,967 | 87,346 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $16,582,969 | 83,727 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,916,516 | 76,234 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,664,368 | 69,352 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $11,522,277 | 67,619 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $9,650,030 | 62,106 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $9,873,469 | 60,786 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $9,307,440 | 60,434 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $10,180,935 | 67,046 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $8,078,783 | 59,772 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $8,267,745 | 57,627 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $985,446 | 6,077 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,047,675 | 6,100 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $920,832 | 5,995 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $988,643 | 6,387 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,105,156 | 14,313 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $2,210,016 | 15,655 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,054,131 | 23,738 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $10,428,551 | 88,996 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $8,927,002 | 86,343 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||