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

CFS 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	$2.39M	Buy	10,036 +256	+3%	+$58.8K	0.16%	117
2026 Q1	$2.22M	Buy	9,780 +1,760	+22%	+$392K	0.15%	118
2025 Q4	$1.76M	Sell	8,020 -322	-4%	-$70.4K	0.13%	130
2025 Q3	$1.82M	Buy	8,342 +60	+0.7%	+$12.6K	0.14%	128
2025 Q2	$1.7M	Buy	8,282 +1,265	+18%	+$245K	0.14%	129
2025 Q1	$1.36M	Buy	7,017 +2,049	+41%	+$407K	0.12%	138
2024 Q4	$973K	Buy	4,968 +165	+3%	+$32.9K	0.09%	159
2024 Q3	$951K	Sell	4,803 -3,559	-43%	-$678K	0.08%	155
2024 Q2	$1.53M	Buy	+8,362	New	+$1.51M	0.12%	111
2023 Q4	–	Sell	-2,473	Closed	-$384K	–	170
2023 Q3	$384K	Buy	2,473 +146	+6%	+$23.7K	0.06%	137
2023 Q2	$378K	Buy	+2,327	New	+$364K	0.05%	187
2022 Q3	–	Sell	-2,638	Closed	-$378K	–	360
2022 Q2	$378K	Sell	2,638 -425,440	-99%	-$64.8M	0.06%	177
2022 Q1	$47K	Buy	428,078 +425,440	+16,127%	+$68.6M	0.2%	63
2021 Q4	$429K	Sell	2,638 -43	-2%	-$7.09K	0.06%	173
2021 Q3	$412K	Buy	+2,681	New	+$427K	0.06%	164
2020 Q4	$602K	Buy	+4,261	New	+$577K	0.1%	136

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

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

CFS Investment Advisory Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.6% in Q2 2026, buying an estimated $58.8K and bringing the position to 10,036 shares worth $2.39M. The position accounts for 0.16% of the portfolio, ranked #117.

CFS Investment Advisory Services first reported a position in VIG in Q4 2020 and has held it in 16 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

CFS Investment Advisory Services held 10,036 shares of Vanguard Dividend Appreciation ETF worth $2.39M as of Q2 2026.
CFS Investment Advisory Services bought 256 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $58.8K.
Vanguard Dividend Appreciation ETF made up 0.16% of CFS Investment Advisory Services's portfolio in Q2 2026, its #117 holding.
CFS Investment Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 16 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.