CBIZ Investment Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

CBIZ Investment Advisory Services’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	$44.7K	Hold	208	–	–	﹤0.01%	96
2026 Q1	$44.7K	Hold	208	–	–	﹤0.01%	96
2025 Q4	$45.7K	Hold	208	–	–	﹤0.01%	150
2025 Q3	$44.9K	Hold	208	–	–	﹤0.01%	139
2025 Q2	$42.6K	Hold	208	–	–	﹤0.01%	151
2025 Q1	$40.4K	Hold	208	–	–	﹤0.01%	136
2024 Q4	$40.7K	Hold	208	–	–	﹤0.01%	126
2024 Q3	$41.2K	Hold	208	–	–	﹤0.01%	122
2024 Q2	$38K	Hold	208	–	–	﹤0.01%	117
2024 Q1	$38K	Buy	+208	New	+$36.5K	﹤0.01%	113
2021 Q3	–	Hold	0	–	–	–	64
2021 Q2	–	Hold	0	–	–	–	73
2021 Q1	–	Hold	0	–	–	–	67
2020 Q4	–	Hold	0	–	–	–	74
2020 Q3	–	Hold	0	–	–	–	82
2020 Q2	–	Hold	0	–	–	–	88
2020 Q1	–	Hold	0	–	–	–	132
2019 Q4	–	Hold	0	–	–	–	110

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

CBIZ Investment Advisory Services's VIG Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 208 shares worth $44.7K. The position accounts for ﹤0.01% of the portfolio, ranked #96.

CBIZ Investment Advisory Services first reported a position in VIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $45.7K in Q4 2025. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

CBIZ Investment Advisory Services held 208 shares of Vanguard Dividend Appreciation ETF worth $44.7K as of Q2 2026.
CBIZ Investment Advisory Services left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #96 holding.
CBIZ Investment Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 10 quarters since.
CBIZ Investment Advisory Services's Vanguard Dividend Appreciation ETF position peaked at $45.7K in Q4 2025.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.