ABLE Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

ABLE Financial Group’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.08M	Buy	4,550 +2,284	+101%	+$524K	0.18%	92
2026 Q1	$487K	Sell	2,266 -222	-9%	-$49.5K	0.1%	139
2025 Q4	$547K	Hold	2,488	–	–	0.11%	125
2025 Q3	$537K	Sell	2,488 -13	-0.5%	-$2.73K	0.12%	121
2025 Q2	$512K	Sell	2,501 -190	-7%	-$36.8K	0.12%	120
2025 Q1	$522K	Buy	2,691 +163	+6%	+$32.4K	0.15%	101
2024 Q4	$495K	Sell	2,528 -64	-2%	-$12.8K	0.15%	103
2024 Q3	$513K	Buy	2,592 +395	+18%	+$75.2K	0.16%	99
2024 Q2	$401K	Buy	2,197 +106	+5%	+$19.1K	0.15%	109
2024 Q1	$382K	Hold	2,091	–	–	0.15%	104
2023 Q4	$356K	Sell	2,091 -126	-6%	-$20.3K	0.15%	102
2023 Q3	$344K	Buy	2,217 +101	+5%	+$16.4K	0.17%	101
2023 Q2	$344K	Sell	2,116 -701	-25%	-$110K	0.18%	92
2023 Q1	$434K	Buy	+2,817	New	+$432K	0.28%	75

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ABLE Financial Group's VIG Position: Q2 2026 in Review

ABLE Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 101% in Q2 2026, buying an estimated $524K and bringing the position to 4,550 shares worth $1.08M. The position accounts for 0.18% of the portfolio, ranked #92.

ABLE Financial Group first reported a position in VIG in Q1 2023 and has held it in 14 quarters since. 2,593 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

ABLE Financial Group held 4,550 shares of Vanguard Dividend Appreciation ETF worth $1.08M as of Q2 2026.
ABLE Financial Group bought 2,284 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $524K.
Vanguard Dividend Appreciation ETF made up 0.18% of ABLE Financial Group's portfolio in Q2 2026, its #92 holding.
ABLE Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 14 quarters since.
2,593 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.