Colton Groome Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Colton Groome Financial Advisors’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	$466K	Buy	1,969 +129	+7%	+$29.6K	0.11%	106
2026 Q1	$396K	Hold	1,840	–	–	0.11%	96
2025 Q4	$404K	Hold	1,840	–	–	0.12%	93
2025 Q3	$397K	Hold	1,840	–	–	0.12%	94
2025 Q2	$377K	Hold	1,840	–	–	0.13%	93
2025 Q1	$351K	Sell	1,840 -345	-16%	-$68.6K	0.14%	91
2024 Q4	$428K	Hold	2,185	–	–	0.16%	74
2024 Q3	$433K	Sell	2,185 -68	-3%	-$12.9K	0.16%	83
2024 Q2	$411K	Buy	+2,253	New	+$406K	0.16%	76

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

Colton Groome Financial Advisors's VIG Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 7% in Q2 2026, buying an estimated $29.6K and bringing the position to 1,969 shares worth $466K. The position accounts for 0.11% of the portfolio, ranked #106.

Colton Groome Financial Advisors first reported a position in VIG in Q2 2024 and has held it in 9 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Colton Groome Financial Advisors held 1,969 shares of Vanguard Dividend Appreciation ETF worth $466K as of Q2 2026.
Colton Groome Financial Advisors bought 129 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $29.6K.
Vanguard Dividend Appreciation ETF made up 0.11% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #106 holding.
Colton Groome Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 9 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.