Aurora Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Aurora Private Wealth’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	$356K	Sell	1,507 -418	-22%	-$96K	0.23%	105
2026 Q1	$418K	Sell	1,925 -140	-7%	-$31.2K	0.3%	83
2025 Q4	$454K	Buy	+2,065	New	+$451K	0.3%	81
2025 Q2	$467K	Buy	2,279 +702	+45%	+$136K	0.35%	71
2025 Q1	$306K	Sell	1,577 -89	-5%	-$17.7K	0.24%	101
2024 Q4	$326K	Sell	1,666 -102	-6%	-$20.4K	0.24%	104
2024 Q3	$350K	Buy	1,768 +6	+0.3%	+$1.14K	0.27%	93
2024 Q2	$322K	Sell	1,762 -40	-2%	-$7.2K	0.28%	93
2024 Q1	$328K	Sell	1,802 -73	-4%	-$12.8K	0.28%	91
2023 Q4	$320K	Buy	1,875 +12	+0.6%	+$1.93K	0.3%	90
2023 Q3	$289K	Buy	1,863 +466	+33%	+$75.5K	0.32%	89
2023 Q2	$227K	Sell	1,397 -471	-25%	-$73.8K	0.26%	110
2023 Q1	$288K	Sell	1,868 -35	-2%	-$5.36K	0.31%	100
2022 Q4	$289K	Sell	1,903 -599	-24%	-$89.3K	0.33%	94
2022 Q3	$338K	Buy	2,502 +253	+11%	+$37.6K	0.16%	102
2022 Q2	$323K	Sell	2,249 -21	-0.9%	-$3.2K	0.15%	110
2022 Q1	$368K	Sell	2,270 -45	-2%	-$7.26K	0.15%	114
2021 Q4	$398K	Sell	2,315 -23	-1%	-$3.79K	0.17%	105
2021 Q3	$359K	Buy	+2,338	New	+$373K	0.15%	135
2021 Q2	–	Sell	-2,361	Closed	-$347K	–	226
2021 Q1	$347K	Sell	2,361 -2,270	-49%	-$323K	0.14%	134
2020 Q4	$654K	Sell	4,631 -151	-3%	-$20.5K	0.28%	80
2020 Q3	$615K	Sell	4,782 -48	-1%	-$6.04K	0.26%	71
2020 Q2	$566K	Sell	4,830 -2,085	-30%	-$237K	0.26%	70
2020 Q1	$715K	Buy	6,915 +3,050	+79%	+$364K	0.25%	90
2019 Q4	$482K	Buy	+3,865	New	+$468K	0.17%	104

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Aurora Private Wealth's VIG Position: Q2 2026 in Review

Aurora Private Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 22% in Q2 2026, selling an estimated $96K and leaving 1,507 shares worth $356K. The position accounts for 0.23% of the portfolio, ranked #105.

Aurora Private Wealth first reported a position in VIG in Q4 2019 and has held it in 25 quarters since. The position peaked at $715K in Q1 2020. 1,087 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Aurora Private Wealth held 1,507 shares of Vanguard Dividend Appreciation ETF worth $356K as of Q2 2026.
Aurora Private Wealth sold 418 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $96K.
Vanguard Dividend Appreciation ETF made up 0.23% of Aurora Private Wealth's portfolio in Q2 2026, its #105 holding.
Aurora Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 25 quarters since.
Aurora Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $715K in Q1 2020.
1,087 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.