Centerpoint Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Centerpoint Advisors’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	$3K	Buy	14 +7	+100%	+$1.61K	﹤0.01%	376
2026 Q1	$2K	Buy	+7	New	+$1.56K	﹤0.01%	372
2024 Q4	–	Sell	-50	Closed	-$10K	–	488
2024 Q3	$10K	Hold	50	–	–	﹤0.01%	359
2024 Q2	$9K	Hold	50	–	–	﹤0.01%	356
2024 Q1	$9K	Hold	50	–	–	﹤0.01%	332
2023 Q4	$9K	Hold	50	–	–	﹤0.01%	333
2023 Q3	$8K	Hold	50	–	–	﹤0.01%	354
2023 Q2	$8K	Buy	+50	New	+$7.83K	﹤0.01%	360
2021 Q4	–	Sell	-1	Closed	–	–	468
2021 Q3	$0	Hold	1	–	–	﹤0.01%	316
2021 Q2	$0	Buy	+1	New	+$153	﹤0.01%	308
2020 Q2	–	Sell	-100	Closed	-$10K	–	303
2020 Q1	$10K	Hold	100	–	–	0.01%	151
2019 Q4	$12K	Hold	100	–	–	0.01%	162
2019 Q3	$12K	Hold	100	–	–	0.01%	152
2019 Q2	$12K	Hold	100	–	–	0.01%	153
2019 Q1	$11K	Hold	100	–	–	0.01%	158
2018 Q4	$10K	Hold	100	–	–	0.01%	156
2018 Q3	$11K	Buy	+100	New	+$10.8K	0.01%	150

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

Centerpoint Advisors's VIG Position: Q2 2026 in Review

Centerpoint Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 100% in Q2 2026, buying an estimated $1.61K and bringing the position to 14 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Centerpoint Advisors first reported a position in VIG in Q3 2018 and has held it in 17 quarters since. The position peaked at $12K in Q4 2019. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Centerpoint Advisors held 14 shares of Vanguard Dividend Appreciation ETF worth $3K as of Q2 2026.
Centerpoint Advisors bought 7 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.61K.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #376 holding.
Centerpoint Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and has held it in 17 quarters since.
Centerpoint Advisors's Vanguard Dividend Appreciation ETF position peaked at $12K in Q4 2019.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.