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

Community Financial Services 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	$129K	Hold	546	–	–	0.02%	156
2026 Q1	$118K	Buy	+546	New	+$122K	0.02%	138
2025 Q1	–	Sell	-1,507	Closed	-$295K	–	115
2024 Q4	$295K	Sell	1,507 -947	-39%	-$189K	0.06%	103
2024 Q3	$486K	Sell	2,454 -195	-7%	-$37.1K	0.1%	93
2024 Q2	$484K	Sell	2,649 -667	-20%	-$120K	0.1%	96
2024 Q1	$606K	Buy	+3,316	New	+$583K	0.14%	100
2023 Q3	$4.51M	Buy	+29,007	New	+$4.7M	1.14%	26
2021 Q4	$4.37M	Buy	25,431 +1,597	+7%	+$263K	1.1%	25
2021 Q3	$3.66M	Buy	23,834 +305	+1%	+$48.6K	1%	27
2021 Q2	$3.64M	Buy	23,529 +1,835	+8%	+$282K	1.02%	30
2021 Q1	$3.19M	Buy	+21,694	New	+$3.09M	0.95%	32

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

Community Financial Services Group's VIG Position: Q2 2026 in Review

Community Financial Services Group held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 546 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #156.

Community Financial Services Group first reported a position in VIG in Q1 2021 and has held it in 11 quarters since. The position peaked at $4.51M in Q3 2023. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Community Financial Services Group held 546 shares of Vanguard Dividend Appreciation ETF worth $129K as of Q2 2026.
Community Financial Services Group left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.02% of Community Financial Services Group's portfolio in Q2 2026, its #156 holding.
Community Financial Services Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 11 quarters since.
Community Financial Services Group's Vanguard Dividend Appreciation ETF position peaked at $4.51M in Q3 2023.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.