C
VIG icon

Certuity’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Certuity’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 		$624K Hold
2,639
– – 0.03% 278
2026
Q1 		$568K Buy
2,639
+1,325
+101% +$295K 0.04% 262
2025
Q4 		$289K Sell
1,314
-1,325
-50% -$290K 0.02% 429
2025
Q3 		$569K Hold
2,639
– – 0.04% 240
2025
Q2 		$540K Buy
2,639
+657
+33% +$127K 0.05% 194
2025
Q1 		$384K Sell
1,982
-18
-0.9% -$3.58K 0.04% 222
2024
Q4 		$392K Hold
2,000
– – 0.04% 219
2024
Q3 		$396K Buy
2,000
+166
+9% +$31.6K 0.04% 209
2024
Q2 		$335K Sell
1,834
-251
-12% -$45.2K 0.03% 236
2024
Q1 		$381K Sell
2,085
-34
-2% -$5.97K 0.03% 203
2023
Q4 		$361K Sell
2,119
-334
-14% -$53.7K 0.04% 220
2023
Q3 		$381K Buy
2,453
+509
+26% +$82.5K 0.04% 171
2023
Q2 		$316K Sell
1,944
-329
-14% -$51.5K 0.04% 193
2023
Q1 		$350K Buy
2,273
+239
+12% +$36.6K 0.05% 142
2022
Q4 		$309K Sell
2,034
-372
-15% -$55.4K 0.05% 152
2022
Q3 		$325K Sell
2,406
-63
-3% -$9.38K 0.08% 123
2022
Q2 		$354K Sell
2,469
-1,348
-35% -$205K 0.09% 125
2022
Q1 		$619K Buy
3,817
+800
+27% +$129K 0.13% 111
2021
Q4 		$518K Hold
3,017
– – 0.11% 130
2021
Q3 		$463K Buy
3,017
+946
+46% +$151K 0.09% 171
2021
Q2 		$321K Buy
2,071
+5
+0.2% +$767 0.07% 223
2021
Q1 		$304K Hold
2,066
– – 0.08% 203
2020
Q4 		$292K Hold
2,066
– – 0.09% 156
2020
Q3 		$266K Buy
+2,066
New +$260K 0.11% 142
2020
Q1 		– Sell
-1,605
Closed -$200K – 224
2019
Q4 		$200K Buy
+1,605
New +$194K 0.1% 166

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Certuity's VIG Position: Q2 2026 in Review

Certuity held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,639 shares worth $624K. The position accounts for 0.03% of the portfolio, ranked #278.

Certuity first reported a position in VIG in Q4 2019 and has held it in 25 quarters since. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Certuity held 2,639 shares of Vanguard Dividend Appreciation ETF worth $624K as of Q2 2026.
  • Certuity left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.03% of Certuity's portfolio in Q2 2026, its #278 holding.
  • Certuity first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.