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

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

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. 2,602 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.
2,602 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.