Access Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Access Financial Services’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	$513K	Hold	2,167	–	–	0.17%	71
2026 Q1	$466K	Buy	2,167 +40	+2%	+$8.92K	0.17%	73
2025 Q4	$467K	Sell	2,127 -365	-15%	-$79.7K	0.17%	75
2025 Q3	$538K	Hold	2,492	–	–	0.19%	72
2025 Q2	$510K	Buy	2,492 +135	+6%	+$26.2K	0.19%	72
2025 Q1	$457K	Sell	2,357 -20	-0.8%	-$3.98K	0.18%	72
2024 Q4	$465K	Buy	2,377 +115	+5%	+$23K	0.21%	76
2024 Q3	$448K	Hold	2,262	–	–	0.21%	74
2024 Q2	$413K	Hold	2,262	–	–	0.19%	77
2024 Q1	$413K	Hold	2,262	–	–	0.18%	76
2023 Q4	$385K	Sell	2,262 -18	-0.8%	-$2.9K	0.2%	77
2023 Q3	$354K	Hold	2,280	–	–	0.21%	75
2023 Q2	$370K	Buy	2,280 +63	+3%	+$9.87K	0.22%	73
2023 Q1	$341K	Hold	2,217	–	–	0.21%	74
2022 Q4	$337K	Hold	2,217	–	–	0.21%	79
2022 Q3	$300K	Hold	2,217	–	–	0.19%	83
2022 Q2	$318K	Hold	2,217	–	–	0.18%	91
2022 Q1	$360K	Sell	2,217 -210	-9%	-$33.9K	0.17%	98
2021 Q4	$417K	Sell	2,427 -1,330	-35%	-$219K	0.19%	92
2021 Q3	$577K	Sell	3,757 -195	-5%	-$31.1K	0.26%	83
2021 Q2	$612K	Sell	3,952 -2,495	-39%	-$383K	0.28%	83
2021 Q1	$948K	Buy	6,447 +2,974	+86%	+$423K	0.44%	62
2020 Q4	$490K	Buy	+3,473	New	+$471K	0.24%	68

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

Access Financial Services's VIG Position: Q2 2026 in Review

Access Financial Services held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,167 shares worth $513K. The position accounts for 0.17% of the portfolio, ranked #71.

Access Financial Services first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $948K in Q1 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Access Financial Services held 2,167 shares of Vanguard Dividend Appreciation ETF worth $513K as of Q2 2026.
Access Financial Services left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.17% of Access Financial Services's portfolio in Q2 2026, its #71 holding.
Access Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
Access Financial Services's Vanguard Dividend Appreciation ETF position peaked at $948K in Q1 2021.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.