Avity Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Avity 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	$5.77M	Sell	24,397 -40	-0.2%	-$9.19K	0.37%	45
2026 Q1	$5.26M	Sell	24,437 -1,580	-6%	-$352K	0.38%	46
2025 Q4	$5.72M	Sell	26,017 -255	-1%	-$55.7K	0.4%	41
2025 Q3	$5.67M	Buy	26,272 +17,870	+213%	+$3.75M	0.4%	41
2025 Q2	$1.72M	Buy	8,402 +275	+3%	+$53.3K	0.13%	54
2025 Q1	$1.58M	Buy	8,127 +25	+0.3%	+$4.97K	0.13%	53
2024 Q4	$1.59M	Sell	8,102 -225	-3%	-$44.9K	0.12%	53
2024 Q3	$1.65M	Sell	8,327 -185	-2%	-$35.2K	0.13%	49
2024 Q2	$1.55M	Sell	8,512 -5	-0.1%	-$900	0.13%	49
2024 Q1	$1.56M	Buy	8,517 +182	+2%	+$32K	0.13%	47
2023 Q4	$1.42M	Buy	8,335 +206	+3%	+$33.1K	0.13%	46
2023 Q3	$1.26M	Buy	8,129 +625	+8%	+$101K	0.13%	44
2023 Q2	$1.22M	Buy	7,504 +1,269	+20%	+$199K	0.11%	48
2023 Q1	$960K	Buy	6,235 +235	+4%	+$36K	0.09%	49
2022 Q4	$911K	Sell	6,000 -265	-4%	-$39.5K	0.09%	51
2022 Q3	$847K	Buy	6,265 +1,200	+24%	+$179K	0.09%	50
2022 Q2	$727K	Buy	5,065 +75	+2%	+$11.4K	0.07%	51
2022 Q1	$809K	Buy	4,990 +720	+17%	+$116K	0.07%	51
2021 Q4	$733K	Buy	4,270 +470	+12%	+$77.5K	0.06%	51
2021 Q3	$584K	Buy	3,800 +255	+7%	+$40.6K	0.05%	52
2021 Q2	$549K	Buy	3,545 +725	+26%	+$111K	0.05%	51
2021 Q1	$415K	Buy	2,820 +310	+12%	+$44.1K	0.04%	60
2020 Q4	$354K	Buy	+2,510	New	+$340K	0.03%	62
2017 Q4	–	Sell	-2,375	Closed	-$225K	–	80
2017 Q3	$225K	Sell	2,375 -1,200	-34%	-$112K	0.03%	70
2017 Q2	$331K	Hold	3,575	–	–	0.05%	60
2017 Q1	$322K	Hold	3,575	–	–	0.05%	61
2016 Q4	$305K	Hold	3,575	–	–	0.05%	60
2016 Q3	$297K	Sell	3,575 -2,350	-40%	-$199K	0.05%	58
2016 Q2	$493K	Hold	5,925	–	–	0.08%	49
2016 Q1	$485K	Hold	5,925	–	–	0.08%	51
2015 Q4	$461K	Hold	5,925	–	–	0.07%	54
2015 Q3	$457K	Hold	5,925	–	–	0.07%	51
2015 Q2	$466K	Hold	5,925	–	–	0.07%	51
2015 Q1	$480K	Hold	5,925	–	–	0.08%	51
2014 Q4	$481K	Hold	5,925	–	–	0.08%	51
2014 Q3	$456K	Hold	5,925	–	–	0.08%	49
2014 Q2	$462K	Buy	+5,925	New	+$453K	0.08%	53

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

Avity Investment Management's VIG Position: Q2 2026 in Review

Avity Investment Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.16% in Q2 2026, selling an estimated $9.19K and leaving 24,397 shares worth $5.77M. The position accounts for 0.37% of the portfolio, ranked #45.

Avity Investment Management first reported a position in VIG in Q2 2014 and has held it in 37 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Avity Investment Management held 24,397 shares of Vanguard Dividend Appreciation ETF worth $5.77M as of Q2 2026.
Avity Investment Management sold 40 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $9.19K.
Vanguard Dividend Appreciation ETF made up 0.37% of Avity Investment Management's portfolio in Q2 2026, its #45 holding.
Avity Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2014 and has held it in 37 quarters since.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.