Beacon Financial Strategies CORP
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2084239
RALEIGH, NC
Position in VIG
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$542,166
-$22,229 QoQ
Shares Held
2,521
-1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $542,166 | 2,521 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $564,395 | 2,568 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $552,853 | 2,562 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $553,427 | 2,704 | Shares | Sole | 2025-09-25 | |
| 2025-03-31 | $524,548 | 2,704 | Shares | Sole | 2025-09-25 | |
| 2024-12-31 | $431,413 | 2,203 | Shares | Sole | 2025-09-25 | |
| 2024-09-30 | $440,683 | 2,225 | Shares | Sole | 2025-09-25 | |
| 2024-06-30 | $412,197 | 2,258 | Shares | Sole | 2025-09-25 | |
| 2024-03-31 | $412,333 | 2,258 | Shares | Sole | 2025-09-25 | |
| 2023-12-31 | $386,637 | 2,269 | Shares | Sole | 2025-09-25 | |
| 2023-09-30 | $351,003 | 2,259 | Shares | Sole | 2025-09-25 | |
| 2023-06-30 | $366,279 | 2,255 | Shares | Sole | 2025-09-25 | |
| 2023-03-31 | $373,936 | 2,428 | Shares | Sole | 2025-09-25 | |
| 2022-12-31 | $367,780 | 2,422 | Shares | Sole | 2025-09-25 | |
| 2022-09-30 | $326,681 | 2,417 | Shares | Sole | 2025-09-25 | |
| 2022-06-30 | $347,340 | 2,421 | Shares | Sole | 2025-09-25 | |
| 2022-03-31 | $403,129 | 2,486 | Shares | Sole | 2025-09-25 | |
| 2021-12-31 | $473,343 | 2,756 | Shares | Sole | 2025-09-25 | |
| 2021-09-30 | $427,776 | 2,785 | Shares | Sole | 2025-09-25 | |
| 2021-06-30 | $535,263 | 3,458 | Shares | Sole | 2025-09-25 | |
| No filing history on record for this holder in this stock. | ||||||