CFO
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Collective Family Office’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Collective Family Office’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 		$2M Buy
8,458
+117
+1% +$26.9K 0.41% 54
2026
Q1 		$1.79M Sell
8,341
-2,794
-25% -$623K 0.4% 55
2025
Q4 		$2.45M Buy
11,135
+31
+0.3% +$6.77K 0.56% 47
2025
Q3 		$2.4M Buy
11,104
+431
+4% +$90.5K 0.58% 46
2025
Q2 		$2.18M Buy
10,673
+1
+0% +$194 0.56% 48
2025
Q1 		$2.07M Buy
10,672
+99
+0.9% +$19.7K 0.56% 47
2024
Q4 		$2.07M Buy
10,573
+146
+1% +$29.1K 0.57% 46
2024
Q3 		$2.07M Sell
10,427
-94
-0.9% -$17.9K 0.56% 46
2024
Q2 		$1.92M Sell
10,521
-10
-0.1% -$1.8K 0.56% 46
2024
Q1 		$1.92M Buy
10,531
+7
+0.1% +$1.23K 0.62% 42
2023
Q4 		$1.79M Buy
10,524
+118
+1% +$19K 0.63% 43
2023
Q3 		$1.62M Sell
10,406
-92
-0.9% -$14.9K 0.63% 45
2023
Q2 		$1.71M Hold
10,498
– – 0.67% 43
2023
Q1 		$1.62M Sell
10,498
-242
-2% -$37.1K 0.67% 43
2022
Q4 		$1.63M Sell
10,740
-209
-2% -$31.1K 0.73% 40
2022
Q3 		$1.48M Buy
10,949
+591
+6% +$87.9K 0.74% 40
2022
Q2 		$1.49M Buy
10,358
+703
+7% +$107K 0.64% 49
2022
Q1 		$1.57M Buy
9,655
+1,399
+17% +$226K 0.6% 50
2021
Q4 		$1.42M Buy
8,256
+15
+0.2% +$2.47K 0.56% 51
2021
Q3 		$1.27M Buy
8,241
+139
+2% +$22.2K 0.54% 47
2021
Q2 		$1.25M Buy
8,102
+16
+0.2% +$2.46K 0.54% 48
2021
Q1 		$1.19M Buy
8,086
+359
+5% +$51.1K 0.58% 46
2020
Q4 		$1.09M Buy
+7,727
New +$1.05M 0.61% 49

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Collective Family Office's VIG Position: Q2 2026 in Review

Collective Family Office increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q2 2026, buying an estimated $26.9K and bringing the position to 8,458 shares worth $2M. The position accounts for 0.41% of the portfolio, ranked #54.

Collective Family Office first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.45M in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Collective Family Office held 8,458 shares of Vanguard Dividend Appreciation ETF worth $2M as of Q2 2026.
  • Collective Family Office bought 117 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $26.9K.
  • Vanguard Dividend Appreciation ETF made up 0.41% of Collective Family Office's portfolio in Q2 2026, its #54 holding.
  • Collective Family Office first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
  • Collective Family Office's Vanguard Dividend Appreciation ETF position peaked at $2.45M in Q4 2025.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.