AmeriFlex Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

AmeriFlex 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	$913K	Buy	3,857 +212	+6%	+$48.7K	0.37%	57
2026 Q1	$784K	Buy	3,645 +35	+1%	+$7.8K	0.4%	54
2025 Q4	$793K	Sell	3,610 -3,466	-49%	-$757K	0.41%	49
2025 Q3	$1.53M	Buy	7,076 +5,099	+258%	+$1.07M	0.57%	30
2025 Q2	$402K	Sell	1,977 -155	-7%	-$30K	0.21%	92
2025 Q1	$414K	Buy	2,132 +127	+6%	+$25.3K	0.17%	124
2024 Q4	$405K	Buy	+2,005	New	+$400K	0.19%	115

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

AmeriFlex Group's VIG Position: Q2 2026 in Review

AmeriFlex Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.8% in Q2 2026, buying an estimated $48.7K and bringing the position to 3,857 shares worth $913K. The position accounts for 0.37% of the portfolio, ranked #57.

AmeriFlex Group first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q3 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

AmeriFlex Group held 3,857 shares of Vanguard Dividend Appreciation ETF worth $913K as of Q2 2026.
AmeriFlex Group bought 212 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $48.7K.
Vanguard Dividend Appreciation ETF made up 0.37% of AmeriFlex Group's portfolio in Q2 2026, its #57 holding.
AmeriFlex Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's Vanguard Dividend Appreciation ETF position peaked at $1.53M in Q3 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.