AF
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Affiance Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Affiance Financial’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 		$3.31M Buy
13,972
+57
+0.4% +$13.1K 0.48% 27
2026
Q1 		$2.99M Sell
13,915
-23
-0.2% -$5.13K 0.48% 26
2025
Q4 		$3.06M Hold
13,938
– – 0.49% 24
2025
Q3 		$3.01M Buy
13,938
+323
+2% +$67.8K 0.55% 24
2025
Q2 		$2.79M Hold
13,615
– – 0.57% 24
2025
Q1 		$2.64M Hold
13,615
– – 0.61% 25
2024
Q4 		$2.67M Buy
13,615
+17
+0.1% +$3.39K 0.64% 26
2024
Q3 		$2.69M Hold
13,598
– – 0.65% 25
2024
Q2 		$2.48M Sell
13,598
-303
-2% -$54.5K 0.65% 26
2024
Q1 		$2.54M Sell
13,901
-147
-1% -$25.8K 0.69% 25
2023
Q4 		$2.39M Hold
14,048
– – 0.7% 23
2023
Q3 		$2.18M Hold
14,048
– – 1.11% 17
2023
Q2 		$2.28M Hold
14,048
– – 1.11% 17
2023
Q1 		$2.16M Sell
14,048
-164
-1% -$25.1K 1.14% 17
2022
Q4 		$2.16M Hold
14,212
– – 0.87% 21
2022
Q3 		$1.92M Hold
14,212
– – 1.08% 13
2022
Q2 		$2.04M Hold
14,212
– – 1.1% 16
2022
Q1 		$2.31M Sell
14,212
-286
-2% -$46.1K 1.12% 16
2021
Q4 		$2.49M Hold
14,498
– – 1.04% 19
2021
Q3 		$2.23M Sell
14,498
-303
-2% -$48.3K 0.97% 21
2021
Q2 		$2.29M Hold
14,801
– – 0.97% 21
2021
Q1 		$2.18M Sell
14,801
-211
-1% -$30K 0.97% 20
2020
Q4 		$2.12M Sell
15,012
-415
-3% -$56.2K 1.1% 17
2020
Q3 		$1.99M Sell
15,427
-206
-1% -$25.9K 1.15% 18
2020
Q2 		$1.83M Sell
15,633
-111
-0.7% -$12.6K 1% 19
2020
Q1 		$1.63M Buy
15,744
+12
+0.1% +$1.43K 1.12% 17
2019
Q4 		$1.96M Hold
15,732
– – 1.08% 14
2019
Q3 		$1.88M Sell
15,732
-2,835
-15% -$334K 1.14% 14
2019
Q2 		$2.14M Hold
18,567
– – 1.31% 13
2019
Q1 		$2.04M Sell
18,567
-572
-3% -$60.3K 1.28% 15
2018
Q4 		$1.88M Buy
19,139
+10,733
+128% +$1.12M 1.24% 18
2018
Q3 		$931K Hold
8,406
– – 0.61% 34
2018
Q2 		$854K Buy
8,406
+902
+12% +$91.9K 0.65% 31
2018
Q1 		$758K Sell
7,504
-403
-5% -$41.8K 0.67% 29
2017
Q4 		$807K Sell
7,907
-1,388
-15% -$137K 0.6% 30
2017
Q3 		$881K Sell
9,295
-783
-8% -$73.1K 0.71% 26
2017
Q2 		$934K Sell
10,078
-3,226
-24% -$296K 0.74% 26
2017
Q1 		$1.2M Sell
13,304
-952
-7% -$84.4K 0.93% 23
2016
Q4 		$1.21M Sell
14,256
-666
-4% -$56K 0.97% 21
2016
Q3 		$1.25M Sell
14,922
-1,233
-8% -$105K 1.02% 19
2016
Q2 		$1.34M Sell
16,155
-733
-4% -$59.9K 1.14% 17
2016
Q1 		$1.37M Sell
16,888
-370
-2% -$28.4K 1.31% 16
2015
Q4 		$1.34M Sell
17,258
-197
-1% -$15.4K 1.38% 15
2015
Q3 		$1.29M Buy
17,455
+1,747
+11% +$135K 1.61% 12
2015
Q2 		$1.23M Sell
15,708
-3,075
-16% -$249K 1.57% 13
2015
Q1 		$1.51M Buy
18,783
+185
+1% +$15K 2.3% 7
2014
Q4 		$1.51M Buy
+18,598
New +$1.47M 2.65% 7

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Affiance Financial's VIG Position: Q2 2026 in Review

Affiance Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.41% in Q2 2026, buying an estimated $13.1K and bringing the position to 13,972 shares worth $3.31M. The position accounts for 0.48% of the portfolio, ranked #27.

Affiance Financial first reported a position in VIG in Q4 2014 and has held it in 47 quarters since. 1,377 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Affiance Financial held 13,972 shares of Vanguard Dividend Appreciation ETF worth $3.31M as of Q2 2026.
  • Affiance Financial bought 57 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $13.1K.
  • Vanguard Dividend Appreciation ETF made up 0.48% of Affiance Financial's portfolio in Q2 2026, its #27 holding.
  • Affiance Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,377 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.