Comprehensive Money Management Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Comprehensive Money Management 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	$215K	Buy	+910	New	+$209K	0.14%	188
2025 Q3	–	Sell	-1,010	Closed	-$207K	–	190
2025 Q2	$207K	Sell	1,010 -380	-27%	-$73.7K	0.16%	174
2025 Q1	$270K	Hold	1,390	–	–	0.22%	145
2024 Q4	$272K	Buy	+1,390	New	+$278K	0.22%	137

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

Comprehensive Money Management Services's VIG Position: Q2 2026 in Review

Comprehensive Money Management Services opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 910 shares worth $215K. The stake represents 0.14% of the portfolio and ranks #188 among its holdings. This is a return to the name: Comprehensive Money Management Services previously reported a position in VIG as recently as Q2 2025.

Comprehensive Money Management Services first reported a position in VIG in Q4 2024 and has held it in 4 quarters since. The position peaked at $272K in Q4 2024. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Comprehensive Money Management Services held 910 shares of Vanguard Dividend Appreciation ETF worth $215K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Comprehensive Money Management Services position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.14% of Comprehensive Money Management Services's portfolio in Q2 2026, its #188 holding.
Comprehensive Money Management Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 4 quarters since.
Comprehensive Money Management Services's Vanguard Dividend Appreciation ETF position peaked at $272K in Q4 2024.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.