Back to VGES
BEACON FINANCIAL GROUP VGES Position History
VGES
Quarters held
70
Latest value
$11.3M
Q3 2026
Peak value
$33.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $415K |
| Q4 2025 | $15.3M |
| Q4 2025 | $3.3M |
| Q4 2025 | $28.9M |
| Q4 2025 | $241K |
| Q4 2025 | $5M |
| Q4 2025 | $20.6M |
| Q4 2025 | $248K |
| Q4 2025 | $907K |
| Q4 2025 | $420K |
| Q4 2025 | $437K |
| Q4 2025 | $1.4M |
| Q4 2025 | $209K |
| Q4 2025 | $27.3M |
| Q4 2025 | $24.6M |
| Q4 2025 | $1.2M |
| Q4 2025 | $10.4M |
| Q1 2026 | $420K |
| Q1 2026 | $420K |
| Q1 2026 | $3.4M |
| Q1 2026 | $26M |
| Q1 2026 | $5.7M |
| Q1 2026 | $16M |
| Q1 2026 | $246K |
| Q1 2026 | $934K |
| Q1 2026 | $437K |
| Q1 2026 | $403K |
| Q1 2026 | $1.4M |
| Q1 2026 | $206K |
| Q1 2026 | $26.2M |
| Q1 2026 | $22.8M |
| Q1 2026 | $1.2M |
| Q1 2026 | $9.9M |
| Q2 2026 | $514K |
| Q2 2026 | $404K |
| Q2 2026 | $3.8M |
| Q2 2026 | $27.4M |
| Q2 2026 | $6.6M |
| Q2 2026 | $12.8M |
| Q2 2026 | $245K |
| Q2 2026 | $240K |
| Q2 2026 | $1.1M |
| Q2 2026 | $468K |
| Q2 2026 | $480K |
| Q2 2026 | $215K |
| Q2 2026 | $1.6M |
| Q2 2026 | $246K |
| Q2 2026 | $31.4M |
| Q2 2026 | $21.8M |
| Q2 2026 | $1.4M |
| Q2 2026 | $11.3M |
| Q3 2026 | $557K |
| Q3 2026 | $411K |
| Q3 2026 | $3.7M |
| Q3 2026 | $26.4M |
| Q3 2026 | $10.2M |
| Q3 2026 | $9M |
| Q3 2026 | $237K |
| Q3 2026 | $218K |
| Q3 2026 | $523K |
| Q3 2026 | $1.2M |
| Q3 2026 | $463K |
| Q3 2026 | $457K |
| Q3 2026 | $204K |
| Q3 2026 | $1.5M |
| Q3 2026 | $232K |
| Q3 2026 | $33.1M |
| Q3 2026 | $21M |
| Q3 2026 | $1.3M |
| Q3 2026 | $11.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.3M | 30.1K | — | — |
| Q3 2026 | $1.3M | 4.5K | — | — |
| Q3 2026 | $21M | 97.1K | — | — |
| Q3 2026 | $33.1M | 366.9K | — | — |
| Q3 2026 | $232K | 1.0K | — | — |
| Q3 2026 | $1.5M | 18.9K | — | — |
| Q3 2026 | $204K | 883 | — | — |
| Q3 2026 | $457K | 1.6K | — | — |
| Q3 2026 | $463K | 2.4K | — | — |
| Q3 2026 | $1.2M | 1.7K | — | — |
| Q3 2026 | $523K | 11.1K | — | — |
| Q3 2026 | $218K | 4.3K | — | — |
| Q3 2026 | $237K | 3.1K | — | — |
| Q3 2026 | $9M | 151.3K | — | — |
| Q3 2026 | $10.2M | 218.7K | — | — |
| Q3 2026 | $26.4M | 170.1K | — | — |
| Q3 2026 | $3.7M | 53.1K | — | — |
| Q3 2026 | $411K | 1.5K | — | — |
| Q3 2026 | $557K | 22.4K | — | — |
| Q2 2026 | $11.3M | 30.5K | — | — |
| Q2 2026 | $1.4M | 4.7K | — | — |
| Q2 2026 | $21.8M | 100.1K | — | — |
| Q2 2026 | $31.4M | 365.1K | — | — |
| Q2 2026 | $246K | 1.0K | — | — |
| Q2 2026 | $1.6M | 19.7K | — | — |
| Q2 2026 | $215K | 883 | — | — |
| Q2 2026 | $480K | 1.6K | — | — |
| Q2 2026 | $468K | 2.4K | — | — |
| Q2 2026 | $1.1M | 1.7K | — | — |
| Q2 2026 | $240K | 4.3K | — | — |
| Q2 2026 | $245K | 3.1K | — | — |
| Q2 2026 | $12.8M | 214.2K | — | — |
| Q2 2026 | $6.6M | 136.0K | — | — |
| Q2 2026 | $27.4M | 173.3K | — | — |
| Q2 2026 | $3.8M | 53.1K | — | — |
| Q2 2026 | $404K | 1.5K | — | — |
| Q2 2026 | $514K | 20.1K | — | — |
| Q1 2026 | $9.9M | 30.8K | — | — |
| Q1 2026 | $1.2M | 4.7K | — | — |
| Q1 2026 | $22.8M | 116.1K | — | — |
| Q1 2026 | $26.2M | 59.9K | — | — |
| Q1 2026 | $206K | 1.0K | — | — |
| Q1 2026 | $1.4M | 5.0K | — | — |
| Q1 2026 | $403K | 1.6K | — | — |
| Q1 2026 | $437K | 2.4K | — | — |
| Q1 2026 | $934K | 1.6K | — | — |
| Q1 2026 | $246K | 3.1K | — | — |
| Q1 2026 | $16M | 295.6K | — | — |
| Q1 2026 | $5.7M | 117.9K | — | — |
| Q1 2026 | $26M | 175.7K | — | — |
| Q1 2026 | $3.4M | 53.2K | — | — |
| Q1 2026 | $420K | 1.8K | — | — |
| Q1 2026 | $420K | 16.7K | — | — |
| Q4 2025 | $10.4M | 31.0K | — | — |
| Q4 2025 | $1.2M | 4.7K | — | — |
| Q4 2025 | $24.6M | 128.7K | — | — |
| Q4 2025 | $27.3M | 55.9K | — | — |
| Q4 2025 | $209K | 1.0K | — | — |
| Q4 2025 | $1.4M | 5.0K | — | — |
| Q4 2025 | $437K | 1.6K | — | — |
| Q4 2025 | $420K | 2.4K | — | — |
| Q4 2025 | $907K | 1.4K | — | — |
| Q4 2025 | $248K | 3.1K | — | — |
| Q4 2025 | $20.6M | 382.9K | — | — |
| Q4 2025 | $5M | 104.5K | — | — |
| Q4 2025 | $241K | 3.6K | — | — |
| Q4 2025 | $28.9M | 201.6K | — | — |
| Q4 2025 | $3.3M | 53.3K | — | — |
| Q4 2025 | $15.3M | 60.7K | — | — |
| Q4 2025 | $415K | 16.1K | — | — |
Other funds holding VGES
Other BEACON FINANCIAL GROUP positions
BTCW
$56.2MWISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
BTCW
$55.5MWISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
BTCW
$51.7MWISDOMTREE US QLT DIV GRW ETF
ETHA
$51.4MISHARES CORE S&P 500 ETF
BTCW
$50.5MWISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
ETHA
$48.4MISHARES CORE S&P 500 ETF
ETHA
$27.9MISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF
ETHA
$26.2MISHS US EQTY FACTR ROTATN ACT ETF