BEESE FULMER INVESTMENT MANAGEMENT, INC.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 911274
CANTON, OH
Position in VIG
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$3,583,114
-$45,453 QoQ
Shares Held
16,661
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,583,114 | 16,661 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,628,567 | 16,510 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,537,229 | 16,392 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,544,884 | 17,320 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,446,989 | 12,614 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,411,450 | 12,314 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,432,572 | 12,282 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,150,439 | 11,780 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $2,146,215 | 11,753 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $1,998,792 | 11,730 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,815,149 | 11,682 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,904,654 | 11,726 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,774,041 | 11,519 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,580,302 | 10,407 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,405,664 | 10,400 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $1,307,155 | 9,111 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,374,306 | 8,475 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,419,342 | 8,264 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,288,550 | 8,389 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,337,230 | 8,639 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,301,510 | 8,849 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,243,425 | 8,808 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,145,588 | 8,904 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,043,370 | 8,904 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $1,063,779 | 10,289 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||