Clarity Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Clarity 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	$25M	Buy	105,705 +1,573	+2%	+$361K	4.41%	5
2026 Q1	$22.4M	Buy	104,132 +2,368	+2%	+$528K	4.6%	5
2025 Q4	$22.4M	Buy	101,764 +1,651	+2%	+$361K	4.56%	5
2025 Q3	$21.6M	Buy	100,113 +1,896	+2%	+$398K	4.76%	5
2025 Q2	$20.1M	Buy	98,217 +2,486	+3%	+$482K	4.96%	5
2025 Q1	$18.6M	Buy	95,731 +2,687	+3%	+$534K	5.15%	5
2024 Q4	$18.2M	Buy	93,044 +5,099	+6%	+$1.02M	4.97%	5
2024 Q3	$17.4M	Buy	87,945 +4,720	+6%	+$899K	5.06%	5
2024 Q2	$15.2M	Buy	83,225 +59	+0.1%	+$10.6K	4.91%	5
2024 Q1	$15.2M	Buy	83,166 +1,605	+2%	+$282K	5.14%	5
2023 Q4	$13.9M	Buy	81,561 +1,050	+1%	+$169K	5.25%	5
2023 Q3	$12.5M	Buy	80,511 +139	+0.2%	+$22.5K	5.68%	5
2023 Q2	$13.1M	Buy	80,372 +1,458	+2%	+$228K	5.86%	5
2023 Q1	$12.2M	Buy	78,914 +1,546	+2%	+$237K	6.2%	5
2022 Q4	$11.7M	Sell	77,368 -245	-0.3%	-$36.5K	6.77%	5
2022 Q3	$10.5M	Buy	77,613 +3,162	+4%	+$471K	6.32%	5
2022 Q2	$10.7M	Buy	74,451 +2,912	+4%	+$443K	6.11%	5
2022 Q1	$11.6M	Buy	71,539 +3,541	+5%	+$571K	5.51%	5
2021 Q4	$11.7M	Buy	67,998 +3,112	+5%	+$513K	5.43%	5
2021 Q3	$9.97M	Buy	64,886 +5,079	+8%	+$809K	4.91%	5
2021 Q2	$9.26M	Buy	59,807 +5,016	+9%	+$770K	4.81%	8
2021 Q1	$8.06M	Buy	54,791 +4,814	+10%	+$685K	4.59%	8
2020 Q4	$7.05M	Buy	49,977 +4,995	+11%	+$677K	4.28%	8
2020 Q3	$5.79M	Buy	44,982 +11,496	+34%	+$1.45M	4.15%	7
2020 Q2	$3.92M	Buy	33,486 +27,619	+471%	+$3.14M	3.09%	8
2020 Q1	$606K	Buy	5,867 +1,252	+27%	+$149K	0.63%	31
2019 Q4	$575K	Buy	+4,615	New	+$558K	0.48%	36

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Clarity Wealth Advisors's VIG Position: Q2 2026 in Review

Clarity Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.5% in Q2 2026, buying an estimated $361K and bringing the position to 105,705 shares worth $25M. The position accounts for 4.41% of the portfolio, ranked #5.

Clarity Wealth Advisors first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Clarity Wealth Advisors held 105,705 shares of Vanguard Dividend Appreciation ETF worth $25M as of Q2 2026.
Clarity Wealth Advisors bought 1,573 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $361K.
Vanguard Dividend Appreciation ETF made up 4.41% of Clarity Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Clarity Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.