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

Clarity Wealth Development’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	$431K	Sell	1,823 -1,194	-40%	-$274K	0.24%	38
2026 Q1	$649K	Sell	3,017 -301	-9%	-$67.1K	0.53%	24
2025 Q4	$729K	Buy	3,318 +71	+2%	+$15.5K	0.62%	22
2025 Q3	$713K	Sell	3,247 -483	-13%	-$101K	0.64%	22
2025 Q2	$763K	Sell	3,730 -321	-8%	-$62.2K	0.76%	23
2025 Q1	$774K	Sell	4,051 -152	-4%	-$30.2K	0.86%	22
2024 Q4	$850K	Buy	+4,203	New	+$839K	0.92%	21

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

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

Clarity Wealth Development reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 40% in Q2 2026, selling an estimated $274K and leaving 1,823 shares worth $431K. The position accounts for 0.24% of the portfolio, ranked #38.

Clarity Wealth Development first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $850K in Q4 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Clarity Wealth Development held 1,823 shares of Vanguard Dividend Appreciation ETF worth $431K as of Q2 2026.
Clarity Wealth Development sold 1,194 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $274K.
Vanguard Dividend Appreciation ETF made up 0.24% of Clarity Wealth Development's portfolio in Q2 2026, its #38 holding.
Clarity Wealth Development first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
Clarity Wealth Development's Vanguard Dividend Appreciation ETF position peaked at $850K in Q4 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Clarity Wealth Development's 13F filing for Q2 2026, filed 27 Jul 2026.