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

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

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. 2,591 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.
2,591 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.