Beta Wealth Group, Inc.
Position in VIGI — Vanguard International Dividend Appreciation ETF
CIK 1594417
SAN DIEGO, CA
Position in VIGI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$260,780
-$8,814 QoQ
Shares Held
2,948
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Common Shares in VIGI Over Time
Shares Held
Position Value (USD)
All Filings in VIGI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $260,780 | 2,948 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $269,594 | 2,948 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $264,052 | 2,948 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $265,673 | 2,948 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $244,507 | 2,948 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $235,810 | 2,948 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $262,897 | 2,978 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $242,051 | 2,978 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $246,546 | 3,024 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $367,978 | 4,638 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $343,596 | 4,817 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $361,708 | 4,817 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $380,557 | 5,165 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $389,579 | 5,595 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||