Carroll Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Carroll Advisory Group’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	$555K	Buy	2,347 +348	+17%	+$79.9K	0.18%	47
2026 Q1	$430K	Buy	1,999 +139	+7%	+$31K	0.17%	50
2025 Q4	$409K	Buy	+1,860	New	+$406K	0.18%	53

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

Carroll Advisory Group's VIG Position: Q2 2026 in Review

Carroll Advisory Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 17% in Q2 2026, buying an estimated $79.9K and bringing the position to 2,347 shares worth $555K. The position accounts for 0.18% of the portfolio, ranked #47.

Carroll Advisory Group first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Carroll Advisory Group held 2,347 shares of Vanguard Dividend Appreciation ETF worth $555K as of Q2 2026.
Carroll Advisory Group bought 348 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $79.9K.
Vanguard Dividend Appreciation ETF made up 0.18% of Carroll Advisory Group's portfolio in Q2 2026, its #47 holding.
Carroll Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.