Commonwealth Retirement Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Commonwealth Retirement Investments’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	$566K	Buy	2,391 +406	+20%	+$93.2K	0.15%	89
2026 Q1	$427K	Buy	1,985 +254	+15%	+$56.6K	0.13%	95
2025 Q4	$380K	Sell	1,731 -55	-3%	-$12K	0.12%	100
2025 Q3	$385K	Sell	1,786 -63	-3%	-$13.2K	0.13%	101
2025 Q2	$378K	Sell	1,849 -90	-5%	-$17.4K	0.14%	99
2025 Q1	$376K	Sell	1,939 -98	-5%	-$19.5K	0.15%	82
2024 Q4	$399K	Sell	2,037 -232	-10%	-$46.3K	0.16%	85
2024 Q3	$449K	Sell	2,269 -144	-6%	-$27.4K	0.19%	79
2024 Q2	$440K	Sell	2,413 -469	-16%	-$84.4K	0.2%	79
2024 Q1	$526K	Buy	2,882 +83	+3%	+$14.6K	0.25%	66
2023 Q4	$477K	Sell	2,799 -67	-2%	-$10.8K	0.25%	68
2023 Q3	$445K	Sell	2,866 -447	-13%	-$72.5K	0.26%	62
2023 Q2	$538K	Sell	3,313 -415	-11%	-$65K	0.3%	52
2023 Q1	$574K	Buy	3,728 +346	+10%	+$53K	0.34%	46
2022 Q4	$513K	Buy	+3,382	New	+$504K	0.31%	47

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 Retirement Investments's VIG Position: Q2 2026 in Review

Commonwealth Retirement Investments increased its Vanguard Dividend Appreciation ETF (VIG) stake by 20% in Q2 2026, buying an estimated $93.2K and bringing the position to 2,391 shares worth $566K. The position accounts for 0.15% of the portfolio, ranked #89.

Commonwealth Retirement Investments first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $574K in Q1 2023. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Commonwealth Retirement Investments held 2,391 shares of Vanguard Dividend Appreciation ETF worth $566K as of Q2 2026.
Commonwealth Retirement Investments bought 406 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $93.2K.
Vanguard Dividend Appreciation ETF made up 0.15% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #89 holding.
Commonwealth Retirement Investments first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
Commonwealth Retirement Investments's Vanguard Dividend Appreciation ETF position peaked at $574K in Q1 2023.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.