BEACON FINANCIAL PLANNING, INC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1966066
HYANNIS, MA
Position in VIG
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$572,489
-$12,565 QoQ
Shares Held
2,662
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $572,489 | 2,662 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $585,054 | 2,662 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $574,432 | 2,662 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $544,831 | 2,662 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $516,401 | 2,662 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $521,299 | 2,662 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $536,346 | 2,708 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $493,067 | 2,701 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $493,229 | 2,701 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $459,398 | 2,696 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $416,729 | 2,682 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $435,474 | 2,681 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $493,756 | 3,206 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $486,223 | 3,202 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||