CFCI
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Comprehensive Financial Consultants Institutional’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$2.1M Sell
8,896
-664
-7% -$152K 0.56% 64
2026
Q1 		$2.06M Sell
9,560
-364
-4% -$81.1K 0.61% 61
2025
Q4 		$2.18M Sell
9,924
-6
-0.1% -$1.31K 0.66% 59
2025
Q3 		$2.14M Buy
9,930
+75
+0.8% +$15.8K 0.66% 56
2025
Q2 		$2.02M Sell
9,855
-115
-1% -$22.3K 0.66% 58
2025
Q1 		$1.93M Buy
9,970
+48
+0.5% +$9.54K 0.69% 52
2024
Q4 		$1.94M Sell
9,922
-43
-0.4% -$8.59K 0.71% 52
2024
Q3 		$1.97M Sell
9,965
-309
-3% -$58.8K 0.72% 54
2024
Q2 		$1.88M Sell
10,274
-13
-0.1% -$2.34K 0.73% 53
2024
Q1 		$1.88M Sell
10,287
-172
-2% -$30.2K 0.78% 49
2023
Q4 		$1.78M Buy
10,459
+102
+1% +$16.4K 0.83% 43
2023
Q3 		$1.61M Buy
10,357
+62
+0.6% +$10.1K 0.85% 40
2023
Q2 		$1.68M Sell
10,295
-207
-2% -$32.4K 0.89% 35
2023
Q1 		$1.62M Buy
10,502
+48
+0.5% +$7.35K 0.91% 32
2022
Q4 		$1.63M Buy
10,454
+221
+2% +$32.9K 0.99% 32
2022
Q3 		$1.43M Sell
10,233
-489
-5% -$72.8K 0.94% 38
2022
Q2 		$1.54M Sell
10,722
-52
-0.5% -$7.91K 1.1% 30
2022
Q1 		$1.65M Buy
10,774
+413
+4% +$66.6K 1.15% 30
2021
Q4 		$1.65M Buy
+10,361
New +$1.71M 1.06% 27

Other funds holding VIG

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's VIG Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.9% in Q2 2026, selling an estimated $152K and leaving 8,896 shares worth $2.1M. The position accounts for 0.56% of the portfolio, ranked #64.

Comprehensive Financial Consultants Institutional first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.18M in Q4 2025. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 8,896 shares of Vanguard Dividend Appreciation ETF worth $2.1M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional sold 664 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $152K.
  • Vanguard Dividend Appreciation ETF made up 0.56% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #64 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's Vanguard Dividend Appreciation ETF position peaked at $2.18M in Q4 2025.
  • 984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.