Clarus Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Clarus Group’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	$371K	Sell	1,570 -814	-34%	-$187K	0.13%	67
2026 Q1	$513K	Sell	2,384 -7	-0.3%	-$1.56K	0.18%	51
2025 Q4	$525K	Hold	2,391	–	–	0.19%	49
2025 Q3	$516K	Hold	2,391	–	–	0.18%	54
2025 Q2	$489K	Hold	2,391	–	–	0.18%	56
2025 Q1	$464K	Sell	2,391 -23	-1%	-$4.57K	0.18%	55
2024 Q4	$473K	Sell	2,414 -4	-0.2%	-$799	0.17%	56
2024 Q3	$479K	Sell	2,418 -47	-2%	-$8.95K	0.2%	57
2024 Q2	$450K	Buy	+2,465	New	+$444K	0.2%	63

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

Clarus Group's VIG Position: Q2 2026 in Review

Clarus Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 34% in Q2 2026, selling an estimated $187K and leaving 1,570 shares worth $371K. The position accounts for 0.13% of the portfolio, ranked #67.

Clarus Group first reported a position in VIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $525K in Q4 2025. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Clarus Group held 1,570 shares of Vanguard Dividend Appreciation ETF worth $371K as of Q2 2026.
Clarus Group sold 814 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $187K.
Vanguard Dividend Appreciation ETF made up 0.13% of Clarus Group's portfolio in Q2 2026, its #67 holding.
Clarus Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 9 quarters since.
Clarus Group's Vanguard Dividend Appreciation ETF position peaked at $525K in Q4 2025.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.