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

Altiora 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	$228K	Hold	965	–	–	0.04%	104
2026 Q1	$208K	Hold	965	–	–	0.03%	109
2025 Q4	$212K	Hold	965	–	–	0.04%	96
2025 Q3	$208K	Buy	+965	New	+$203K	0.04%	93

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

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

Altiora Financial Group held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 965 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #104.

Altiora Financial Group first reported a position in VIG in Q3 2025 and has held it in 4 quarters since. 2,602 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Altiora Financial Group held 965 shares of Vanguard Dividend Appreciation ETF worth $228K as of Q2 2026.
Altiora Financial Group left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.04% of Altiora Financial Group's portfolio in Q2 2026, its #104 holding.
Altiora Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 4 quarters since.
2,602 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.