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Berger Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Berger Financial Group’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 		$2.27M Buy
9,587
+2,224
+30% +$511K 0.12% 141
2026
Q1 		$1.58M Buy
7,363
+1,163
+19% +$259K 0.09% 164
2025
Q4 		$1.36M Buy
6,200
+1,307
+27% +$286K 0.08% 182
2025
Q3 		$1.06M Sell
4,893
-144
-3% -$30.2K 0.06% 196
2025
Q2 		$1.03M Buy
5,037
+328
+7% +$63.6K 0.07% 190
2025
Q1 		$914K Buy
4,709
+579
+14% +$115K 0.06% 195
2024
Q4 		$809K Buy
4,130
+257
+7% +$51.3K 0.06% 195
2024
Q3 		$767K Buy
3,873
+414
+12% +$78.8K 0.06% 182
2024
Q2 		$631K Buy
3,459
+714
+26% +$129K 0.05% 184
2024
Q1 		$501K Buy
2,745
+1,020
+59% +$179K 0.04% 207
2023
Q4 		$294K Sell
1,725
-21
-1% -$3.38K 0.03% 231
2023
Q3 		$271K Sell
1,746
-24
-1% -$3.89K 0.03% 223
2023
Q2 		$288K Buy
1,770
+51
+3% +$7.99K 0.03% 218
2023
Q1 		$265K Buy
1,719
+50
+3% +$7.66K 0.03% 223
2022
Q4 		$253K Sell
1,669
-110
-6% -$16.4K 0.03% 223
2022
Q3 		$241K Sell
1,779
-393
-18% -$58.5K 0.04% 213
2022
Q2 		$312K Buy
2,172
+133
+7% +$20.2K 0.05% 182
2022
Q1 		$331K Buy
2,039
+502
+33% +$81K 0.04% 192
2021
Q4 		$264K Buy
1,537
+154
+11% +$25.4K 0.04% 224
2021
Q3 		$212K Buy
1,383
+3
+0.2% +$478 0.04% 201
2021
Q2 		$214K Sell
1,380
-463
-25% -$71.1K 0.04% 194
2021
Q1 		$271K Sell
1,843
-21
-1% -$2.99K 0.06% 156
2020
Q4 		$263K Buy
+1,864
New +$253K 0.05% 172

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

Berger Financial Group's VIG Position: Q2 2026 in Review

Berger Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 30% in Q2 2026, buying an estimated $511K and bringing the position to 9,587 shares worth $2.27M. The position accounts for 0.12% of the portfolio, ranked #141.

Berger Financial Group first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Berger Financial Group held 9,587 shares of Vanguard Dividend Appreciation ETF worth $2.27M as of Q2 2026.
  • Berger Financial Group bought 2,224 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $511K.
  • Vanguard Dividend Appreciation ETF made up 0.12% of Berger Financial Group's portfolio in Q2 2026, its #141 holding.
  • Berger Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.