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Butensky & Cohen Financial Security’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Butensky & Cohen Financial Security’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 		$336K Sell
1,422
-13
-0.9% -$2.98K 0.08% 94
2026
Q1 		$309K Sell
1,435
-18
-1% -$4.01K 0.08% 95
2025
Q4 		$319K Sell
1,453
-47
-3% -$10.3K 0.09% 94
2025
Q3 		$324K Sell
1,500
-21
-1% -$4.41K 0.09% 92
2025
Q2 		$311K Sell
1,521
-25
-2% -$4.84K 0.09% 91
2025
Q1 		$300K Sell
1,546
-117
-7% -$23.3K 0.09% 92
2024
Q4 		$326K Sell
1,663
-34
-2% -$6.79K 0.1% 92
2024
Q3 		$336K Sell
1,697
-89
-5% -$16.9K 0.1% 91
2024
Q2 		$326K Sell
1,786
-71
-4% -$12.8K 0.1% 91
2024
Q1 		$339K Sell
1,857
-75
-4% -$13.2K 0.11% 91
2023
Q4 		$329K Sell
1,932
-139
-7% -$22.4K 0.11% 90
2023
Q3 		$322K Sell
2,071
-248
-11% -$40.2K 0.12% 90
2023
Q2 		$377K Sell
2,319
-253
-10% -$39.6K 0.14% 90
2023
Q1 		$396K Sell
2,572
-434
-14% -$66.5K 0.14% 90
2022
Q4 		$456K Sell
3,006
-474
-14% -$70.6K 0.17% 87
2022
Q3 		$470K Sell
3,480
-523
-13% -$77.8K 0.2% 89
2022
Q2 		$574K Sell
4,003
-6,529
-62% -$994K 0.23% 90
2022
Q1 		$1.71M Buy
10,532
+274
+3% +$44.2K 0.6% 76
2021
Q4 		$1.76M Buy
10,258
+386
+4% +$63.6K 0.63% 76
2021
Q3 		$1.52M Buy
9,872
+127
+1% +$20.2K 0.6% 75
2021
Q2 		$1.51M Sell
9,745
-1
-0% -$153 0.6% 74
2021
Q1 		$1.43M Buy
9,746
+195
+2% +$27.7K 0.59% 74
2020
Q4 		$1.35M Buy
9,551
+353
+4% +$47.8K 0.61% 74
2020
Q3 		$1.18M Buy
9,198
+379
+4% +$47.7K 0.63% 74
2020
Q2 		$1.03M Buy
8,819
+4,611
+110% +$525K 0.59% 75
2020
Q1 		$435K Buy
4,208
+104
+3% +$12.4K 0.33% 74
2019
Q4 		$512K Buy
4,104
+223
+6% +$27K 0.29% 77
2019
Q3 		$464K Buy
3,881
+153
+4% +$18K 0.28% 77
2019
Q2 		$429K Buy
3,728
+143
+4% +$16K 0.29% 78
2019
Q1 		$393K Buy
3,585
+519
+17% +$54.7K 0.29% 78
2018
Q4 		$300K Buy
3,066
+433
+16% +$45.2K 0.27% 76
2018
Q3 		$291K Buy
2,633
+305
+13% +$32.8K 0.23% 79
2018
Q2 		$237K Buy
2,328
+127
+6% +$12.9K 0.2% 78
2018
Q1 		$222K Buy
+2,201
New +$228K 0.19% 76
2017
Q3 		– Sell
-1,291
Closed -$120K – 114
2017
Q2 		$120K Buy
1,291
+598
+86% +$54.9K 0.11% 77
2017
Q1 		$62K Buy
693
+392
+130% +$34.7K 0.06% 81
2016
Q4 		$26K Buy
301
+196
+187% +$16.5K 0.02% 84
2016
Q3 		$9K Buy
+105
New +$8.9K 0.01% 99

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Butensky & Cohen Financial Security's VIG Position: Q2 2026 in Review

Butensky & Cohen Financial Security reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.91% in Q2 2026, selling an estimated $2.98K and leaving 1,422 shares worth $336K. The position accounts for 0.08% of the portfolio, ranked #94.

Butensky & Cohen Financial Security first reported a position in VIG in Q3 2016 and has held it in 38 quarters since. The position peaked at $1.76M in Q4 2021. 787 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Butensky & Cohen Financial Security held 1,422 shares of Vanguard Dividend Appreciation ETF worth $336K as of Q2 2026.
  • Butensky & Cohen Financial Security sold 13 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.98K.
  • Vanguard Dividend Appreciation ETF made up 0.08% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #94 holding.
  • Butensky & Cohen Financial Security first reported a position in Vanguard Dividend Appreciation ETF in Q3 2016 and has held it in 38 quarters since.
  • Butensky & Cohen Financial Security's Vanguard Dividend Appreciation ETF position peaked at $1.76M in Q4 2021.
  • 787 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.