Black Diamond Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Black Diamond 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	$2.46M	Sell	10,416 -40	-0.4%	-$9.19K	0.22%	55
2026 Q1	$2.25M	Buy	10,456 +11	+0.1%	+$2.45K	0.25%	53
2025 Q4	$2.3M	Buy	10,445 +4,010	+62%	+$876K	0.24%	55
2025 Q3	$1.39M	Buy	6,435 +11	+0.2%	+$2.31K	0.16%	65
2025 Q2	$1.31M	Sell	6,424 -402	-6%	-$77.9K	0.2%	58
2025 Q1	$1.32M	Sell	6,826 -1,134	-14%	-$225K	0.2%	58
2024 Q4	$1.56M	Buy	7,960 +150	+2%	+$29.9K	0.23%	57
2024 Q3	$1.55M	Buy	7,810 +2,558	+49%	+$487K	0.26%	54
2024 Q2	$959K	Buy	5,252 +861	+20%	+$155K	0.19%	61
2024 Q1	$748K	Hold	4,391	–	–	0.2%	53
2023 Q4	$748K	Buy	4,391 +1,095	+33%	+$176K	0.2%	53
2023 Q3	$512K	Buy	3,296 +190	+6%	+$30.8K	0.16%	65
2023 Q2	$505K	Hold	3,106	–	–	0.15%	65
2023 Q1	$478K	Buy	3,106 +258	+9%	+$39.5K	0.16%	64
2022 Q4	$432K	Buy	2,848 +4	+0.1%	+$596	0.16%	64
2022 Q3	$384K	Sell	2,844 -212	-7%	-$31.5K	0.15%	65
2022 Q2	$438K	Sell	3,056 -12	-0.4%	-$1.83K	0.17%	64
2022 Q1	$498K	Buy	3,068 +507	+20%	+$81.8K	0.16%	66
2021 Q4	$440K	Buy	2,561 +385	+18%	+$63.5K	0.15%	61
2021 Q3	$334K	Sell	2,176 -254	-10%	-$40.5K	0.16%	53
2021 Q2	$376K	Buy	2,430 +417	+21%	+$64K	0.15%	57
2021 Q1	$296K	Buy	2,013 +92	+5%	+$13.1K	0.13%	63
2020 Q4	$271K	Buy	1,921 +3	+0.2%	+$407	0.12%	63
2020 Q3	$247K	Buy	+1,918	New	+$241K	0.14%	59
2019 Q1	–	Sell	-3,202	Closed	-$310K	–	60
2018 Q4	$310K	Buy	+3,202	New	+$334K	0.24%	47

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Black Diamond Financial's VIG Position: Q2 2026 in Review

Black Diamond Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.38% in Q2 2026, selling an estimated $9.19K and leaving 10,416 shares worth $2.46M. The position accounts for 0.22% of the portfolio, ranked #55.

Black Diamond Financial first reported a position in VIG in Q4 2018 and has held it in 25 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Black Diamond Financial held 10,416 shares of Vanguard Dividend Appreciation ETF worth $2.46M as of Q2 2026.
Black Diamond Financial sold 40 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $9.19K.
Vanguard Dividend Appreciation ETF made up 0.22% of Black Diamond Financial's portfolio in Q2 2026, its #55 holding.
Black Diamond Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 25 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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