Amara Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Amara 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	$22.8M	Buy	96,523 +1,391	+1%	+$319K	13.67%	3
2026 Q1	$20.5M	Sell	95,132 -2,827	-3%	-$630K	14.1%	3
2025 Q4	$21.5M	Buy	97,959 +7,858	+9%	+$1.72M	14.91%	2
2025 Q3	$19.4M	Buy	90,101 +9,648	+12%	+$2.03M	14.32%	2
2025 Q2	$16.5M	Buy	80,453 +953	+1%	+$185K	14.5%	2
2025 Q1	$15.4M	Buy	79,500 +705	+0.9%	+$140K	14.25%	2
2024 Q4	$15.4M	Buy	78,795 +2,670	+4%	+$533K	14.24%	2
2024 Q3	$15.1M	Buy	+76,125	New	+$14.5M	14.43%	2

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

Amara Financial's VIG Position: Q2 2026 in Review

Amara Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.5% in Q2 2026, buying an estimated $319K and bringing the position to 96,523 shares worth $22.8M. The position accounts for 13.67% of the portfolio, ranked #3.

Amara Financial first reported a position in VIG in Q3 2024 and has held it in 8 quarters since. 2,580 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Amara Financial held 96,523 shares of Vanguard Dividend Appreciation ETF worth $22.8M as of Q2 2026.
Amara Financial bought 1,391 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $319K.
Vanguard Dividend Appreciation ETF made up 13.67% of Amara Financial's portfolio in Q2 2026, its #3 holding.
Amara Financial first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 8 quarters since.
2,580 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Amara Financial's 13F filing for Q2 2026, filed 7 Aug 2026.