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Vanguard Dividend Appreciation ETF shares owned by Beacon Financial

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in Vanguard Dividend Appreciation ETF

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All positions including Vanguard Dividend Appreciation ETF held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Beacon Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 66k 170.40
2023-09-30 $10M 62k 163.10
2023-06-30 $13M 81k 160.79
2023-03-31 $13M 84k 154.65
2022-12-31 $13M 85k 151.85
2022-09-30 $12M 86k 137.10
2022-06-30 $12M 86k 145.19
2022-03-31 $14M 87k 164.26
2021-12-31 $15M 88k 171.19
2021-09-30 $15M 99k 155.90
2021-06-30 $16M 99k 157.00
2021-03-31 $17M 116k 142.12
2020-12-31 $17M 116k 142.12
2020-09-30 $16M 121k 128.66
2020-06-30 $14M 122k 115.60
2020-03-31 $13M 121k 105.31
2019-12-31 $15M 122k 124.66
2019-09-30 $15M 122k 118.90
2019-06-30 $14M 122k 115.16
2019-03-31 $14M 123k 109.64
2018-12-31 $12M 124k 96.97
2018-09-30 $13M 118k 110.70
2018-06-30 $12M 120k 101.62
2018-03-31 $12M 117k 101.05
2017-12-31 $17M 169k 102.03
2017-09-30 $16M 169k 94.79
2017-06-30 $16M 172k 92.09
2017-03-31 $15M 170k 90.11
2016-12-31 $15M 171k 85.18
2016-09-30 $15M 178k 83.31
2016-06-30 $15M 181k 81.81
2016-03-31 $15M 181k 81.55
2015-12-31 $14M 181k 78.60
2015-09-30 $13M 173k 72.67
2015-06-30 $14M 172k 78.57
2015-03-31 $13M 156k 81.24
2014-12-31 $10M 125k 81.95
2014-09-30 $6.2M 93k 66.51
2014-06-30 $8.8M 113k 77.90
2014-03-31 $8.2M 110k 74.65
2013-12-31 $14M 185k 75.12
2013-09-30 $4.4M 64k 69.95

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Vanguard Specialized Funds Div App Etf (VIG)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for Beacon Financial

Top funds holding Vanguard Dividend Appreciation ETF

Bank of America Corporation
Wells Fargo & Company
Vanguard Group
Wealthfront Advisers
UBS Group
HB Wealth Management
Royal Bank of Canada
Raymond James & Associates
Evoke Wealth
Jpmorgan Chase & Co
Commonwealth Equity Services
HighTower Advisors
Bank of New York Mellon
Raymond James Financial Services Advisors
Signature

View all funds holding Vanguard Dividend Appreciation ETF