Certified Advisory Corp’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Certified Advisory Corp’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	$2.64M	Sell	11,147 -154	-1%	-$35.4K	0.21%	106
2026 Q1	$2.43M	Sell	11,301 -700	-6%	-$156K	0.22%	106
2025 Q4	$2.64M	Sell	12,001 -1,691	-12%	-$369K	0.24%	100
2025 Q3	$2.95M	Sell	13,692 -2,976	-18%	-$625K	0.28%	87
2025 Q2	$3.41M	Sell	16,668 -7,178	-30%	-$1.39M	0.35%	80
2025 Q1	$4.63M	Sell	23,846 -9,085	-28%	-$1.81M	0.52%	59
2024 Q4	$6.45M	Buy	32,931 +656	+2%	+$131K	0.7%	49
2024 Q3	$6.39M	Sell	32,275 -57	-0.2%	-$10.9K	0.71%	42
2024 Q2	$5.9M	Buy	32,332 +496	+2%	+$89.3K	0.74%	42
2024 Q1	$5.81M	Buy	31,836 +906	+3%	+$159K	0.81%	35
2023 Q4	$5.27M	Buy	30,930 +310	+1%	+$49.9K	0.8%	34
2023 Q3	$4.76M	Buy	30,620 +879	+3%	+$142K	0.87%	29
2023 Q2	$4.83M	Buy	29,741 +2,139	+8%	+$335K	0.89%	26
2023 Q1	$4.25M	Sell	27,602 -4,130	-13%	-$633K	0.76%	34
2022 Q4	$4.82M	Sell	31,732 -2,614	-8%	-$390K	0.95%	25
2022 Q3	$4.64M	Sell	34,346 -2,044	-6%	-$304K	1.06%	24
2022 Q2	$5.22M	Buy	36,390 +2,204	+6%	+$335K	1.16%	23
2022 Q1	$5.54M	Buy	34,186 +1,400	+4%	+$226K	1.18%	22
2021 Q4	$5.63M	Sell	32,786 -906	-3%	-$149K	1.24%	17
2021 Q3	$5.17M	Buy	33,692 +101	+0.3%	+$16.1K	1.26%	18
2021 Q2	$5.2M	Buy	33,591 +988	+3%	+$152K	1.31%	17
2021 Q1	$4.79M	Buy	+32,603	New	+$4.64M	1.24%	18
2020 Q2	$3.86M	Buy	32,906 +21,939	+200%	+$2.5M	1.28%	14
2020 Q1	$1.13M	Buy	10,967 +3,886	+55%	+$464K	0.45%	53
2019 Q4	$883K	Sell	7,081 -239	-3%	-$28.9K	0.28%	87
2019 Q3	$875K	Buy	7,320 +12	+0.2%	+$1.42K	0.3%	78
2019 Q2	$842K	Buy	7,308 +21	+0.3%	+$2.35K	0.31%	81
2019 Q1	$799K	Sell	7,287 -187	-3%	-$19.7K	0.34%	74
2018 Q4	$732K	Buy	7,474 +285	+4%	+$29.7K	0.38%	71
2018 Q3	$796K	Buy	7,189 +188	+3%	+$20.2K	0.37%	70
2018 Q2	$711K	Sell	7,001 -1	-0%	-$102	0.4%	70
2018 Q1	$707K	Sell	7,002 -233	-3%	-$24.2K	0.42%	64
2017 Q4	$738K	Buy	+7,235	New	+$712K	0.53%	50

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Certified Advisory Corp's VIG Position: Q2 2026 in Review

Certified Advisory Corp reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q2 2026, selling an estimated $35.4K and leaving 11,147 shares worth $2.64M. The position accounts for 0.21% of the portfolio, ranked #106.

Certified Advisory Corp first reported a position in VIG in Q4 2017 and has held it in 33 quarters since. The position peaked at $6.45M in Q4 2024. 1,016 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Certified Advisory Corp held 11,147 shares of Vanguard Dividend Appreciation ETF worth $2.64M as of Q2 2026.
Certified Advisory Corp sold 154 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $35.4K.
Vanguard Dividend Appreciation ETF made up 0.21% of Certified Advisory Corp's portfolio in Q2 2026, its #106 holding.
Certified Advisory Corp first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 33 quarters since.
Certified Advisory Corp's Vanguard Dividend Appreciation ETF position peaked at $6.45M in Q4 2024.
1,016 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.