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

Cambridge 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 		$3.75M Sell
15,855
-207
-1% -$47.5K 1.43% 14
2026
Q1 		$3.45M Sell
16,062
-222
-1% -$49.5K 1.49% 14
2025
Q4 		$3.58M Sell
16,284
-507
-3% -$111K 1.61% 14
2025
Q3 		$3.62M Sell
16,791
-59
-0.4% -$12.4K 1.74% 14
2025
Q2 		$3.45M Sell
16,850
-10
-0.1% -$1.94K 1.85% 13
2025
Q1 		$3.27M Sell
16,860
-306
-2% -$60.8K 2.07% 12
2024
Q4 		$3.36M Sell
17,166
-1,571
-8% -$314K 2.15% 12
2024
Q3 		$3.71M Sell
18,737
-332
-2% -$63.2K 2.44% 11
2024
Q2 		$3.48M Sell
19,069
-865
-4% -$156K 2.57% 10
2024
Q1 		$3.64M Sell
19,934
-169
-0.8% -$29.7K 2.85% 7
2023
Q4 		$3.43M Buy
+20,103
New +$3.23M 2.9% 6

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Cambridge Capital Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q2 2026, selling an estimated $47.5K and leaving 15,855 shares worth $3.75M. The position accounts for 1.43% of the portfolio, ranked #14.

Cambridge Capital Management first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Cambridge Capital Management held 15,855 shares of Vanguard Dividend Appreciation ETF worth $3.75M as of Q2 2026.
  • Cambridge Capital Management sold 207 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $47.5K.
  • Vanguard Dividend Appreciation ETF made up 1.43% of Cambridge Capital Management's portfolio in Q2 2026, its #14 holding.
  • Cambridge Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cambridge Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.