AMCA
VIG icon

Arthur M. Cohen & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Arthur M. Cohen & Associates’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 		$529K Hold
2,234
– – 0.08% 84
2026
Q1 		$482K Hold
2,234
– – 0.09% 83
2025
Q4 		$491K Hold
2,234
– – 0.08% 81
2025
Q3 		$482K Hold
2,234
– – 0.08% 86
2025
Q2 		$457K Sell
2,234
-525
-19% -$102K 0.08% 88
2025
Q1 		$535K Hold
2,759
– – 0.1% 77
2024
Q4 		$540K Sell
2,759
-25
-0.9% -$4.99K 0.1% 84
2024
Q3 		$548K Hold
2,784
– – 0.1% 84
2024
Q2 		$508K Hold
2,784
– – 0.09% 83
2024
Q1 		$508K Buy
2,784
+764
+38% +$134K 0.11% 79
2023
Q4 		$344K Hold
2,020
– – 0.08% 101
2023
Q3 		$314K Buy
2,020
+100
+5% +$16.2K 0.08% 102
2023
Q2 		$312K Hold
1,920
– – 0.08% 101
2023
Q1 		$296K Hold
1,920
– – 0.08% 104
2022
Q4 		$292K Hold
1,920
– – 0.08% 104
2022
Q3 		$260K Sell
1,920
-200
-9% -$29.8K 0.07% 108
2022
Q2 		$304K Hold
2,120
– – 0.08% 108
2022
Q1 		$344K Sell
2,120
-400
-16% -$64.5K 0.07% 107
2021
Q4 		$433K Sell
2,520
-200
-7% -$33K 0.08% 110
2021
Q3 		$418K Buy
2,720
+1,000
+58% +$159K 0.08% 109
2021
Q2 		$266K Hold
1,720
– – 0.05% 132
2021
Q1 		$253K Hold
1,720
– – 0.06% 129
2020
Q4 		$243K Hold
1,720
– – 0.06% 132
2020
Q3 		$222K Hold
1,720
– – 0.06% 130
2020
Q2 		$202K Buy
+1,720
New +$196K 0.06% 117

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arthur M. Cohen & Associates's VIG Position: Q2 2026 in Review

Arthur M. Cohen & Associates held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,234 shares worth $529K. The position accounts for 0.08% of the portfolio, ranked #84.

Arthur M. Cohen & Associates first reported a position in VIG in Q2 2020 and has held it in 25 quarters since. The position peaked at $548K in Q3 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Arthur M. Cohen & Associates held 2,234 shares of Vanguard Dividend Appreciation ETF worth $529K as of Q2 2026.
  • Arthur M. Cohen & Associates left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.08% of Arthur M. Cohen & Associates's portfolio in Q2 2026, its #84 holding.
  • Arthur M. Cohen & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and has held it in 25 quarters since.
  • Arthur M. Cohen & Associates's Vanguard Dividend Appreciation ETF position peaked at $548K in Q3 2024.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Arthur M. Cohen & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.