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Clarity Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Clarity Asset Management’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 		– Sell
-125
Closed -$26.8K – 265
2026
Q1 		$26.8K Sell
125
-334
-73% -$74.5K 0.01% 186
2025
Q4 		$101K Sell
459
-8
-2% -$1.75K 0.06% 61
2025
Q3 		$101K Buy
467
+113
+32% +$23.7K 0.06% 64
2025
Q2 		$72.6K Buy
354
+60
+20% +$11.6K 0.04% 74
2025
Q1 		$57.1K Buy
294
+226
+332% +$44.9K 0.04% 82
2024
Q4 		$13.3K Buy
68
+27
+66% +$5.39K 0.01% 160
2024
Q3 		$8.06K Hold
41
– – 0.01% 158
2024
Q2 		$7.4K Hold
41
– – 0.01% 151
2024
Q1 		$7.4K Sell
41
-33
-45% -$5.8K 0.01% 157
2023
Q4 		$12.6K Buy
+74
New +$11.9K 0.01% 146

Other funds holding VIG

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Clarity Asset Management's VIG Position: Q2 2026 in Review

Clarity Asset Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 125 shares — an estimated $26.8K sold.

Clarity Asset Management first reported a position in VIG in Q4 2023 and held it in 10 quarters. The position peaked at $101K in Q4 2025. 990 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Clarity Asset Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 125 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $26.8K.
  • Clarity Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and held it in 10 quarters.
  • Clarity Asset Management's Vanguard Dividend Appreciation ETF position peaked at $101K in Q4 2025.
  • 990 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.