Bernzott Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bernzott Capital 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	$3.29M	Buy	+13,916	New	+$3.2M	1.32%	34

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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 $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bernzott Capital Advisors's VIG Position: Q2 2026 in Review

Bernzott Capital Advisors opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 13,916 shares worth $3.29M. The stake represents 1.32% of the portfolio and ranks #34 among its holdings.

1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Bernzott Capital Advisors held 13,916 shares of Vanguard Dividend Appreciation ETF worth $3.29M as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Bernzott Capital Advisors position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 1.32% of Bernzott Capital Advisors's portfolio in Q2 2026, its #34 holding.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Bernzott Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.