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Cannon Financial Strategists’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cannon Financial Strategists’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 		$604K Hold
2,554
– – 0.07% 69
2026
Q1 		$549K Buy
2,554
+22
+0.9% +$4.9K 0.07% 60
2025
Q4 		$557K Buy
2,532
+6
+0.2% +$1.31K 0.08% 57
2025
Q3 		$545K Buy
2,526
+3
+0.1% +$630 0.08% 60
2025
Q2 		$516K Hold
2,523
– – 0.08% 61
2025
Q1 		$490K Buy
2,523
+3
+0.1% +$597 0.08% 61
2024
Q4 		$493K Buy
2,520
+65
+3% +$13K 0.08% 60
2024
Q3 		$486K Sell
2,455
-796
-24% -$152K 0.09% 63
2024
Q2 		$594K Sell
3,251
-9
-0.3% -$1.62K 0.11% 53
2024
Q1 		$595K Buy
3,260
+3
+0.1% +$527 0.12% 55
2023
Q4 		$555K Buy
3,257
+1,515
+87% +$244K 0.12% 54
2023
Q3 		$271K Sell
1,742
-37
-2% -$6K 0.07% 70
2023
Q2 		$289K Buy
1,779
+37
+2% +$5.79K 0.08% 73
2023
Q1 		$268K Buy
1,742
+276
+19% +$42.3K 0.09% 63
2022
Q4 		$223K Buy
+1,466
New +$218K 0.08% 62
2022
Q3 		– Sell
-1,971
Closed -$283K – 73
2022
Q2 		$283K Hold
1,971
– – 0.11% 62
2022
Q1 		$320K Buy
1,971
+500
+34% +$80.7K 0.12% 54
2021
Q4 		$253K Hold
1,471
– – 0.09% 59
2021
Q3 		$226K Sell
1,471
-49
-3% -$7.81K 0.09% 61
2021
Q2 		$235K Hold
1,520
– – 0.09% 57
2021
Q1 		$224K Buy
1,520
+62
+4% +$8.82K 0.1% 55
2020
Q4 		$206K Buy
+1,458
New +$198K 0.1% 55

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cannon Financial Strategists's VIG Position: Q2 2026 in Review

Cannon Financial Strategists held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,554 shares worth $604K. The position accounts for 0.07% of the portfolio, ranked #69.

Cannon Financial Strategists first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Cannon Financial Strategists held 2,554 shares of Vanguard Dividend Appreciation ETF worth $604K as of Q2 2026.
  • Cannon Financial Strategists left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.07% of Cannon Financial Strategists's portfolio in Q2 2026, its #69 holding.
  • Cannon Financial Strategists first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.