Beacon Bank & Trust
BankPosition in VIG — Vanguard Dividend Appreciation ETF
CIK 1831984
Boston, MA
Position in VIG
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$2,360,068
-$2,749,816 QoQ
Shares Held
10,974
-52.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,360,068 | 10,974 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,109,884 | 23,250 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,710,910 | 21,831 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,328,957 | 16,265 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,086,944 | 10,758 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||