Blume Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Blume Capital Management’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	$474	Hold	2	–	–	﹤0.01%	340
2026 Q1	$431	Hold	2	–	–	﹤0.01%	324
2025 Q4	$440	Hold	2	–	–	﹤0.01%	319
2025 Q3	$432	Sell	2 -60	-97%	-$12.6K	﹤0.01%	338
2025 Q2	$12.7K	Buy	+62	New	+$12K	﹤0.01%	268
2022 Q3	–	Sell	-38	Closed	-$5K	–	335
2022 Q2	$5K	Sell	38 -44	-54%	-$6.7K	﹤0.01%	279
2022 Q1	$13K	Buy	+82	New	+$13.2K	﹤0.01%	248
2016 Q3	–	Sell	-213	Closed	-$18K	–	217
2016 Q2	$18K	Hold	213	–	–	0.01%	144
2016 Q1	$17K	Hold	213	–	–	0.01%	153
2015 Q4	$17K	Hold	213	–	–	0.01%	154
2015 Q3	$16K	Hold	213	–	–	0.01%	157
2015 Q2	$17K	Hold	213	–	–	0.01%	165
2015 Q1	$17K	Sell	213 -694	-77%	-$56.3K	0.01%	195
2014 Q4	$74K	Buy	907 +694	+326%	+$54.9K	0.05%	106
2014 Q3	$16K	Hold	213	–	–	0.01%	140
2014 Q2	$17K	Hold	213	–	–	0.01%	149
2014 Q1	$16K	Buy	+213	New	+$15.7K	0.01%	167

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

Blume Capital Management's VIG Position: Q2 2026 in Review

Blume Capital Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2 shares worth $474. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Blume Capital Management first reported a position in VIG in Q1 2014 and has held it in 17 quarters since. The position peaked at $74K in Q4 2014. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Blume Capital Management held 2 shares of Vanguard Dividend Appreciation ETF worth $474 as of Q2 2026.
Blume Capital Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Blume Capital Management's portfolio in Q2 2026, its #340 holding.
Blume Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2014 and has held it in 17 quarters since.
Blume Capital Management's Vanguard Dividend Appreciation ETF position peaked at $74K in Q4 2014.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.