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Commonwealth Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Commonwealth Financial Services’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 		$374K Buy
1,583
+33
+2% +$7.58K 0.05% 184
2026
Q1 		$333K Buy
1,550
+100
+7% +$22.3K 0.05% 166
2025
Q4 		$319K Sell
1,450
-75
-5% -$16.4K 0.05% 161
2025
Q3 		$329K Buy
1,525
+62
+4% +$13K 0.06% 158
2025
Q2 		$299K Buy
1,463
+261
+22% +$50.6K 0.06% 158
2025
Q1 		$233K Hold
1,202
– – 0.05% 177
2024
Q4 		$235K Sell
1,202
-108
-8% -$21.6K 0.05% 173
2024
Q3 		$258K Buy
1,310
+1
+0.1% +$190 0.05% 168
2024
Q2 		$241K Buy
1,309
+1
+0.1% +$180 0.05% 166
2024
Q1 		$223K Hold
1,308
– – 0.05% 167
2023
Q4 		$223K Sell
1,308
-159
-11% -$25.6K 0.05% 167
2023
Q3 		$228K Buy
+1,467
New +$238K 0.07% 164

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Commonwealth Financial Services's VIG Position: Q2 2026 in Review

Commonwealth Financial Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.1% in Q2 2026, buying an estimated $7.58K and bringing the position to 1,583 shares worth $374K. The position accounts for 0.05% of the portfolio, ranked #184.

Commonwealth Financial Services first reported a position in VIG in Q3 2023 and has held it in 12 quarters since. 603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Commonwealth Financial Services held 1,583 shares of Vanguard Dividend Appreciation ETF worth $374K as of Q2 2026.
  • Commonwealth Financial Services bought 33 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $7.58K.
  • Vanguard Dividend Appreciation ETF made up 0.05% of Commonwealth Financial Services's portfolio in Q2 2026, its #184 holding.
  • Commonwealth Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 12 quarters since.
  • 603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.