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Benedict Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Benedict Financial Advisors’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 		$3.86M Sell
16,307
-157
-1% -$36K 0.75% 47
2026
Q1 		$3.54M Sell
16,464
-411
-2% -$91.6K 0.74% 48
2025
Q4 		$3.71M Sell
16,875
-64
-0.4% -$14K 0.78% 43
2025
Q3 		$3.66M Sell
16,939
-138
-0.8% -$29K 0.79% 41
2025
Q2 		$3.5M Sell
17,077
-677
-4% -$131K 0.79% 42
2025
Q1 		$3.44M Sell
17,754
-550
-3% -$109K 0.8% 44
2024
Q4 		$3.58M Buy
18,304
+205
+1% +$40.9K 0.87% 44
2024
Q3 		$3.58M Sell
18,099
-71
-0.4% -$13.5K 0.85% 44
2024
Q2 		$3.32M Sell
18,170
-140
-0.8% -$25.2K 0.84% 46
2024
Q1 		$3.34M Sell
18,310
-1,359
-7% -$239K 0.85% 44
2023
Q4 		$3.35M Sell
19,669
-12
-0.1% -$1.93K 0.91% 41
2023
Q3 		$3.06M Buy
19,681
+296
+2% +$48K 0.88% 44
2023
Q2 		$3.15M Sell
19,385
-566
-3% -$88.6K 0.87% 45
2023
Q1 		$3.07M Buy
19,951
+154
+0.8% +$23.6K 0.87% 47
2022
Q4 		$3.01M Sell
19,797
-174
-0.9% -$25.9K 0.89% 44
2022
Q3 		$2.7M Sell
19,971
-163
-0.8% -$24.3K 0.86% 44
2022
Q2 		$2.89M Buy
20,134
+9
+0% +$1.37K 0.85% 45
2022
Q1 		$3.26M Sell
20,125
-2,629
-12% -$424K 0.87% 45
2021
Q4 		$3.91M Sell
22,754
-523
-2% -$86.2K 1.02% 39
2021
Q3 		$3.58M Buy
23,277
+45
+0.2% +$7.17K 1% 37
2021
Q2 		$3.6M Sell
23,232
-1,147
-5% -$176K 1% 37
2021
Q1 		$3.59M Buy
24,379
+19,977
+454% +$2.84M 1.04% 32
2020
Q4 		$621K Sell
4,402
-240
-5% -$32.5K 0.22% 82
2020
Q3 		$597K Sell
4,642
-219
-5% -$27.6K 0.23% 85
2020
Q2 		$570K Sell
4,861
-27
-0.6% -$3.07K 0.24% 85
2020
Q1 		$505K Sell
4,888
-120
-2% -$14.3K 0.24% 84
2019
Q4 		$624K Sell
5,008
-167
-3% -$20.2K 0.24% 85
2019
Q3 		$619K Sell
5,175
-851
-14% -$100K 0.25% 84
2019
Q2 		$694K Sell
6,026
-179
-3% -$20.1K 0.29% 83
2019
Q1 		$680K Buy
6,205
+354
+6% +$37.3K 0.29% 82
2018
Q4 		$573K Sell
5,851
-249
-4% -$26K 0.28% 81
2018
Q3 		$675K Sell
6,100
-31
-0.5% -$3.33K 0.3% 81
2018
Q2 		$623K Sell
6,131
-70
-1% -$7.13K 0.31% 79
2018
Q1 		$627K Sell
6,201
-159
-3% -$16.5K 0.32% 77
2017
Q4 		$649K Sell
6,360
-411
-6% -$40.5K 0.31% 75
2017
Q3 		$642K Sell
6,771
-628
-8% -$58.6K 0.33% 74
2017
Q2 		$693K Sell
7,399
-517
-7% -$47.4K 0.36% 71
2017
Q1 		$712K Sell
7,916
-1,035
-12% -$91.7K 0.39% 68
2016
Q4 		$762K Sell
8,951
-82
-0.9% -$6.89K 0.44% 65
2016
Q3 		$750K Sell
9,033
-100
-1% -$8.48K 0.44% 63
2016
Q2 		$761K Sell
9,133
-599
-6% -$48.9K 0.45% 62
2016
Q1 		$791K Sell
9,732
-26
-0.3% -$1.99K 0.48% 59
2015
Q4 		$759K Sell
9,758
-214
-2% -$16.7K 0.48% 58
2015
Q3 		$735K Buy
9,972
+165
+2% +$12.8K 0.51% 59
2015
Q2 		$781K Sell
9,807
-417
-4% -$33.8K 0.51% 58
2015
Q1 		$831K Buy
10,224
+4
+0% +$324 0.53% 56
2014
Q4 		$828K Buy
+10,220
New +$808K 0.54% 58

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Benedict Financial Advisors's VIG Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.95% in Q2 2026, selling an estimated $36K and leaving 16,307 shares worth $3.86M. The position accounts for 0.75% of the portfolio, ranked #47.

Benedict Financial Advisors first reported a position in VIG in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.91M in Q4 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Benedict Financial Advisors held 16,307 shares of Vanguard Dividend Appreciation ETF worth $3.86M as of Q2 2026.
  • Benedict Financial Advisors sold 157 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $36K.
  • Vanguard Dividend Appreciation ETF made up 0.75% of Benedict Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • Benedict Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 47 quarters since.
  • Benedict Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $3.91M in Q4 2021.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.