CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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	$13.8M	Buy	58,475 +28,100	+93%	+$6.45M	0.18%	54
2026 Q1	$6.53M	Buy	30,375 +850	+3%	+$189K	0.1%	81
2025 Q4	$6.49M	Buy	29,525 +24	+0.1%	+$5.24K	0.1%	76
2025 Q3	$6.37M	Sell	29,501 -45	-0.2%	-$9.45K	0.1%	74
2025 Q2	$6.05M	Sell	29,546 -66	-0.2%	-$12.8K	0.1%	77
2025 Q1	$5.74M	Sell	29,612 -1,427	-5%	-$284K	0.11%	74
2024 Q4	$6.08M	Buy	31,039 +621	+2%	+$124K	0.12%	63
2024 Q3	$6.02M	Buy	30,418 +821	+3%	+$156K	0.14%	65
2024 Q2	$5.4M	Buy	29,597 +613	+2%	+$110K	0.12%	63
2024 Q1	$5.29M	Sell	28,984 -4,845	-14%	-$851K	0.12%	61
2023 Q4	$5.76M	Buy	33,829 +1,678	+5%	+$270K	0.14%	65
2023 Q3	$5M	Sell	32,151 -8,846	-22%	-$1.43M	0.14%	61
2023 Q2	$6.66M	Sell	40,997 -3,616	-8%	-$566K	0.19%	56
2023 Q1	$6.87M	Sell	44,613 -1,508	-3%	-$231K	0.2%	55
2022 Q4	$7M	Buy	+46,121	New	+$6.87M	0.26%	54
2022 Q3	–	Sell	-66,591	Closed	-$9.55M	–	169
2022 Q2	$9.55M	Sell	66,591 -11,790	-15%	-$1.79M	0.4%	41
2022 Q1	$12.7M	Sell	78,381 -470,948	-86%	-$76M	0.45%	40
2021 Q4	$94.3M	Buy	549,329 +9,299	+2%	+$1.53M	3.44%	10
2021 Q3	$82.9M	Buy	540,030 +33,741	+7%	+$5.38M	3.25%	9
2021 Q2	$78.4M	Buy	506,289 +59,720	+13%	+$9.17M	3.21%	10
2021 Q1	$65.7M	Buy	446,569 +109,828	+33%	+$15.6M	3.1%	10
2020 Q4	$47.5M	Buy	336,741 +48,206	+17%	+$6.53M	2.33%	13
2020 Q3	$37.1M	Buy	288,535 +46,144	+19%	+$5.81M	2.09%	13
2020 Q2	$28.4M	Buy	+242,391	New	+$27.6M	1.73%	18
2015 Q3	–	Sell	-2,795	Closed	-$220K	–	161
2015 Q2	$220K	Buy	+2,795	New	+$227K	0.04%	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

CLA (CliftonLarsonAllen) Wealth Advisors's VIG Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 93% in Q2 2026, buying an estimated $6.45M and bringing the position to 58,475 shares worth $13.8M. The position accounts for 0.18% of the portfolio, ranked #54.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VIG in Q2 2015 and has held it in 25 quarters since. The position peaked at $94.3M in Q4 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 58,475 shares of Vanguard Dividend Appreciation ETF worth $13.8M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 28,100 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $6.45M.
Vanguard Dividend Appreciation ETF made up 0.18% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #54 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2015 and has held it in 25 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $94.3M in Q4 2021.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.