Conquis Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Conquis Financial’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	$15.7M	Buy	66,527 +319	+0.5%	+$73.2K	12.69%	3
2026 Q1	$15.1M	Buy	66,208 +4,127	+7%	+$920K	12.5%	3
2025 Q4	$13.6M	Buy	62,081 +8,802	+17%	+$1.92M	11.73%	3
2025 Q3	$11.5M	Buy	53,279 +2,724	+5%	+$572K	10.93%	3
2025 Q2	$10.4M	Buy	50,555 +34,862	+222%	+$6.76M	10.09%	4
2025 Q1	$3.04M	Buy	15,693 +73	+0.5%	+$14.5K	3.16%	7
2024 Q4	$3.06M	Buy	+15,620	New	+$3.12M	3.13%	7

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

Conquis Financial's VIG Position: Q2 2026 in Review

Conquis Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.48% in Q2 2026, buying an estimated $73.2K and bringing the position to 66,527 shares worth $15.7M. The position accounts for 12.69% of the portfolio, ranked #3.

Conquis Financial first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 2,592 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Conquis Financial held 66,527 shares of Vanguard Dividend Appreciation ETF worth $15.7M as of Q2 2026.
Conquis Financial bought 319 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $73.2K.
Vanguard Dividend Appreciation ETF made up 12.69% of Conquis Financial's portfolio in Q2 2026, its #3 holding.
Conquis Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
2,592 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Conquis Financial's 13F filing for Q2 2026, filed 13 Aug 2026.