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Benchmark Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Benchmark Financial’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 		$267K Buy
1,130
+1
+0.1% +$230 0.22% 49
2026
Q1 		$243K Hold
1,129
– – 0.22% 46
2025
Q4 		$248K Buy
+1,129
New +$247K 0.25% 43

Other funds holding VIG

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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Benchmark Financial's VIG Position: Q2 2026 in Review

Benchmark Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.09% in Q2 2026, buying an estimated $230 and bringing the position to 1,130 shares worth $267K. The position accounts for 0.22% of the portfolio, ranked #49.

Benchmark Financial first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Benchmark Financial held 1,130 shares of Vanguard Dividend Appreciation ETF worth $267K as of Q2 2026.
  • Benchmark Financial bought 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
  • Vanguard Dividend Appreciation ETF made up 0.22% of Benchmark Financial's portfolio in Q2 2026, its #49 holding.
  • Benchmark Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Benchmark Financial's 13F filing for Q2 2026, filed 22 Jul 2026.