Beaumont Financial Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1957394
NEEDHAM, MA
Position in VIG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$335,708
-$215,060 QoQ
Shares Held
1,561
-37.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $335,708 | 1,561 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $550,768 | 2,506 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $542,927 | 2,516 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $514,949 | 2,516 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $488,078 | 2,516 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $486,637 | 2,485 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $408,597 | 2,063 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $376,600 | 2,063 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $376,724 | 2,063 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $363,974 | 2,136 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $678,233 | 4,365 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $757,086 | 4,661 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $717,840 | 4,661 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $707,772 | 4,661 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||