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

Columbia River 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	$1.98M	Sell	8,360 -19,058	-70%	-$4.38M	1.06%	21
2026 Q1	$5.9M	Buy	27,418 +1,285	+5%	+$286K	3.42%	10
2025 Q4	$5.74M	Sell	26,133 -352	-1%	-$76.9K	3.52%	10
2025 Q3	$5.75M	Buy	26,485 +454	+2%	+$95.3K	3.55%	10
2025 Q2	$5.38M	Buy	26,031 +2,350	+10%	+$455K	3.48%	10
2025 Q1	$4.59M	Sell	23,681 -647	-3%	-$129K	3.07%	11
2024 Q4	$4.76M	Buy	+24,328	New	+$4.86M	3.27%	10

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

Columbia River Financial Group's VIG Position: Q2 2026 in Review

Columbia River Financial Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 70% in Q2 2026, selling an estimated $4.38M and leaving 8,360 shares worth $1.98M. The position accounts for 1.06% of the portfolio, ranked #21.

Columbia River Financial Group first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.9M in Q1 2026. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Columbia River Financial Group held 8,360 shares of Vanguard Dividend Appreciation ETF worth $1.98M as of Q2 2026.
Columbia River Financial Group sold 19,058 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $4.38M.
Vanguard Dividend Appreciation ETF made up 1.06% of Columbia River Financial Group's portfolio in Q2 2026, its #21 holding.
Columbia River Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
Columbia River Financial Group's Vanguard Dividend Appreciation ETF position peaked at $5.9M in Q1 2026.
2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Columbia River Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.