Beacon Financial Advisory LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1800502
Cleveland, OH
Position in VIG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$5,331,767
-$169,546 QoQ
Shares Held
24,792
-1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | $5,331,767 | 24,792 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,501,313 | 25,031 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,811,656 | 26,932 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,516,265 | 26,952 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,069,152 | 26,131 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,287,410 | 27,000 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,281,269 | 26,665 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,957,875 | 27,159 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,972,160 | 16,276 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,786,040 | 16,350 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,511,562 | 16,164 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,621,457 | 16,139 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,455,535 | 15,944 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,411,529 | 15,881 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,141,610 | 15,845 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,221,776 | 15,486 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,409,697 | 14,860 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,599,951 | 15,138 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,361,139 | 15,372 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,316,432 | 14,965 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,090,006 | 14,210 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,945,746 | 13,783 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,455,401 | 11,312 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,333,859 | 11,383 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $1,187,227 | 11,483 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||