Alpha Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Alpha Financial Advisors’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	$305K	Hold	1,287	–	–	0.08%	70
2026 Q1	$277K	Hold	1,287	–	–	0.08%	51
2025 Q4	$283K	Sell	1,287 -1	-0.1%	-$218	0.09%	51
2025 Q3	$278K	Sell	1,288 -129	-9%	-$27.1K	0.1%	51
2025 Q2	$290K	Buy	1,417 +258	+22%	+$50K	0.11%	46
2025 Q1	$225K	Hold	1,159	–	–	0.1%	47
2024 Q4	$227K	Hold	1,159	–	–	0.1%	46
2024 Q3	$230K	Hold	1,159	–	–	0.1%	42
2024 Q2	$212K	Hold	1,159	–	–	0.1%	41
2024 Q1	$212K	Buy	+1,159	New	+$204K	0.1%	42
2023 Q4	–	Sell	-1,614	Closed	-$251K	–	49
2023 Q3	$251K	Buy	+1,614	New	+$262K	0.16%	34

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

Alpha Financial Advisors's VIG Position: Q2 2026 in Review

Alpha Financial Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,287 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #70.

Alpha Financial Advisors first reported a position in VIG in Q3 2023 and has held it in 11 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Alpha Financial Advisors held 1,287 shares of Vanguard Dividend Appreciation ETF worth $305K as of Q2 2026.
Alpha Financial Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.08% of Alpha Financial Advisors's portfolio in Q2 2026, its #70 holding.
Alpha Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 11 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.