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

Atomi 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	$4.98M	Buy	21,055 +522	+3%	+$120K	0.13%	136
2026 Q1	$4.42M	Sell	20,533 -209	-1%	-$46.6K	0.14%	130
2025 Q4	$4.56M	Buy	20,742 +2,012	+11%	+$440K	0.13%	122
2025 Q3	$4.04M	Buy	18,730 +3,144	+20%	+$660K	0.13%	123
2025 Q2	$3.19M	Buy	15,586 +68	+0.4%	+$13.2K	0.12%	130
2025 Q1	$3.01M	Buy	15,518 +1,461	+10%	+$291K	0.14%	119
2024 Q4	$2.75M	Buy	14,057 +3,326	+31%	+$664K	0.14%	118
2024 Q3	$2.13M	Buy	10,731 +244	+2%	+$46.5K	0.13%	128
2024 Q2	$1.91M	Buy	10,487 +582	+6%	+$105K	0.14%	122
2024 Q1	$1.81M	Sell	9,905 -799	-7%	-$140K	0.17%	123
2023 Q4	$1.82M	Buy	10,704 +6,219	+139%	+$1M	0.25%	84
2023 Q3	$697K	Buy	4,485 +1,805	+67%	+$293K	0.23%	113
2023 Q2	$435K	Sell	2,680 -53	-2%	-$8.3K	0.2%	141
2023 Q1	$421K	Buy	+2,733	New	+$419K	0.24%	113

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

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

Atomi Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.5% in Q2 2026, buying an estimated $120K and bringing the position to 21,055 shares worth $4.98M. The position accounts for 0.13% of the portfolio, ranked #136.

Atomi Financial Group first reported a position in VIG in Q1 2023 and has held it in 14 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Atomi Financial Group held 21,055 shares of Vanguard Dividend Appreciation ETF worth $4.98M as of Q2 2026.
Atomi Financial Group bought 522 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $120K.
Vanguard Dividend Appreciation ETF made up 0.13% of Atomi Financial Group's portfolio in Q2 2026, its #136 holding.
Atomi Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 14 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.