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Disclosery

BEACON FINANCIAL GROUP: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEACON FINANCIAL GROUP on VUG, newest first. How the timeline and the estimate are built.

BEACON FINANCIAL GROUP held 365,100 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 365,100 shares
    Change vs previous 13F +305,169 shares

    2.86% of the 13F portfolio, value $31,449,730.

    13F-HR 0001591379-26-000003 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 59,931 shares
    Change vs previous 13F +4,027 shares

    2.61% of the 13F portfolio, value $26,177,047.

    13F-HR 0001591379-26-000002 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 55,904 shares
    Change vs previous 13F +1,533 shares

    2.71% of the 13F portfolio, value $27,273,216.

    13F-HR 0001591379-26-000001 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 54,371 shares
    Change vs previous 13F +2,987 shares

    2.56% of the 13F portfolio, value $26,076,693.

    13F-HR 0002085853-25-000019 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 51,384 shares
    Change vs previous 13F -1,434 shares

    2.35% of the 13F portfolio, value $22,526,535.

    13F-HR 0001667731-25-000751 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 52,818 shares
    Change vs previous 13F +2,397 shares

    2.14% of the 13F portfolio, value $19,585,793.

    13F-HR 0001667731-25-000408 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 50,421 shares
    Change vs previous 13F +318 shares

    2.23% of the 13F portfolio, value $20,694,962.

    13F-HR 0001667731-25-000159 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 50,103 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $19,236,135.

    13F-HR 0001591379-24-000006 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).