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

Centerpoint 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	$5.74M	Sell	24,272 -910	-4%	-$209K	3.64%	5
2026 Q1	$5.42M	Sell	25,182 -33	-0.1%	-$7.36K	4.08%	4
2025 Q4	$5.54M	Sell	25,215 -275	-1%	-$60.1K	4.27%	4
2025 Q3	$5.5M	Sell	25,490 -378	-1%	-$79.4K	4.28%	3
2025 Q2	$5.29M	Sell	25,868 -165	-0.6%	-$32K	4.59%	3
2025 Q1	$5.05M	Sell	26,033 -905	-3%	-$180K	4.97%	2
2024 Q4	$5.28M	Buy	+26,938	New	+$5.38M	5.1%	3

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 Advisory Group's VIG Position: Q2 2026 in Review

Centerpoint Advisory Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.6% in Q2 2026, selling an estimated $209K and leaving 24,272 shares worth $5.74M. The position accounts for 3.64% of the portfolio, ranked #5.

Centerpoint Advisory Group first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Centerpoint Advisory Group held 24,272 shares of Vanguard Dividend Appreciation ETF worth $5.74M as of Q2 2026.
Centerpoint Advisory Group sold 910 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $209K.
Vanguard Dividend Appreciation ETF made up 3.64% of Centerpoint Advisory Group's portfolio in Q2 2026, its #5 holding.
Centerpoint Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.