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Clarity Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Clarity Financial’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 		$584K Sell
2,467
-326
-12% -$74.9K 0.05% 71
2026
Q1 		$601K Sell
2,793
-144
-5% -$32.1K 0.07% 63
2025
Q4 		$646K Buy
2,937
+550
+23% +$120K 0.06% 63
2025
Q3 		$515K Buy
2,387
+220
+10% +$46.2K 0.05% 69
2025
Q2 		$444K Sell
2,167
-260
-11% -$50.4K 0.05% 72
2025
Q1 		$471K Buy
2,427
+481
+25% +$95.6K 0.05% 63
2024
Q4 		$381K Buy
1,946
+289
+17% +$57.7K 0.05% 84
2024
Q3 		$328K Sell
1,657
-150
-8% -$28.6K 0.04% 115
2024
Q2 		$330K Buy
1,807
+632
+54% +$114K 0.05% 91
2024
Q1 		$215K Buy
+1,175
New +$206K 0.03% 112
2022
Q1 		– Sell
-25,067
Closed -$4.3M – 112
2021
Q4 		$4.3M Buy
+25,067
New +$4.13M 0.67% 42

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Clarity Financial's VIG Position: Q2 2026 in Review

Clarity Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 12% in Q2 2026, selling an estimated $74.9K and leaving 2,467 shares worth $584K. The position accounts for 0.05% of the portfolio, ranked #71.

Clarity Financial first reported a position in VIG in Q4 2021 and has held it in 11 quarters since. The position peaked at $4.3M in Q4 2021. 1,756 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Clarity Financial held 2,467 shares of Vanguard Dividend Appreciation ETF worth $584K as of Q2 2026.
  • Clarity Financial sold 326 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $74.9K.
  • Vanguard Dividend Appreciation ETF made up 0.05% of Clarity Financial's portfolio in Q2 2026, its #71 holding.
  • Clarity Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 11 quarters since.
  • Clarity Financial's Vanguard Dividend Appreciation ETF position peaked at $4.3M in Q4 2021.
  • 1,756 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.