Aull & Monroe Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Aull & Monroe Investment Management’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	$290K	Hold	1,225	–	–	0.12%	107
2026 Q1	$263K	Buy	1,225 +45	+4%	+$10K	0.12%	106
2025 Q4	$259K	Buy	1,180 +150	+15%	+$32.8K	0.13%	107
2025 Q3	$222K	Hold	1,030	–	–	0.11%	116
2025 Q2	$211K	Buy	+1,030	New	+$200K	0.11%	120
2025 Q1	–	Sell	-1,030	Closed	-$202K	–	126
2024 Q4	$202K	Hold	1,030	–	–	0.1%	123
2024 Q3	$204K	Buy	+1,030	New	+$196K	0.09%	126

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Aull & Monroe Investment Management's VIG Position: Q2 2026 in Review

Aull & Monroe Investment Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,225 shares worth $290K. The position accounts for 0.12% of the portfolio, ranked #107.

Aull & Monroe Investment Management first reported a position in VIG in Q3 2024 and has held it in 7 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Aull & Monroe Investment Management held 1,225 shares of Vanguard Dividend Appreciation ETF worth $290K as of Q2 2026.
Aull & Monroe Investment Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.12% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #107 holding.
Aull & Monroe Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 7 quarters since.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.