CFG
VIG icon

Clayton Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Clayton Financial 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 		– Sell
-490
Closed -$105K – 547
2026
Q1 		$105K Hold
490
– – 0.05% 101
2025
Q4 		$108K Buy
490
+57
+13% +$12.5K 0.05% 102
2025
Q3 		$93.4K Buy
+433
New +$90.9K 0.07% 71
2025
Q2 		– Sell
-2,192
Closed -$425K – 109
2025
Q1 		$425K Buy
2,192
+441
+25% +$87.7K 0.16% 73
2024
Q4 		$343K Sell
1,751
-43
-2% -$8.59K 0.12% 86
2024
Q3 		$355K Sell
1,794
-149
-8% -$28.4K 0.13% 84
2024
Q2 		$355K Hold
1,943
– – 0.15% 70
2024
Q1 		$355K Buy
+1,943
New +$341K 0.16% 69

Other funds holding VIG

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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Clayton Financial Group's VIG Position: Q2 2026 in Review

Clayton Financial Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 490 shares — an estimated $105K sold.

Clayton Financial Group first reported a position in VIG in Q1 2024 and held it in 8 quarters. The position peaked at $425K in Q1 2025. 873 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Clayton Financial Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 490 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $105K.
  • Clayton Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and held it in 8 quarters.
  • Clayton Financial Group's Vanguard Dividend Appreciation ETF position peaked at $425K in Q1 2025.
  • 873 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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