Clear Point Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.37M Buy
+5,792
New +$1.33M 1.21% 23
2026
Q1
Sell
-5,965
Closed -$1.31M 140
2025
Q4
$1.31M Sell
5,965
-86
-1% -$18.8K 1.02% 23
2025
Q3
$1.31M Buy
6,051
+21
+0.3% +$4.41K 1.01% 25
2025
Q2
$1.23M Buy
6,030
+79
+1% +$15.3K 1.04% 23
2025
Q1
$1.15M Sell
5,951
-121
-2% -$24.1K 1.04% 24
2024
Q4
$1.19M Buy
6,072
+44
+0.7% +$8.79K 1.02% 23
2024
Q3
$1.19M Buy
6,028
+135
+2% +$25.7K 0.92% 24
2024
Q2
$1.08M Sell
5,893
-50
-0.8% -$9K 0.88% 27
2024
Q1
$1.09M Buy
5,943
+21
+0.4% +$3.69K 0.89% 29
2023
Q4
$1.01M Buy
+5,922
New +$953K 0.89% 28

Other funds holding VIG

Clear Point Advisors's VIG Position: Q2 2026 in Review

Clear Point Advisors opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 5,792 shares worth $1.37M. The stake represents 1.21% of the portfolio and ranks #23 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in VIG as recently as Q4 2025.

Clear Point Advisors first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. 2,590 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Clear Point Advisors held 5,792 shares of Vanguard Dividend Appreciation ETF worth $1.37M as of Q2 2026.
  • Vanguard Dividend Appreciation ETF was a new Clear Point Advisors position in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 1.21% of Clear Point Advisors's portfolio in Q2 2026, its #23 holding.
  • Clear Point Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,590 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.