Conservest Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Conservest Capital Advisors’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	$4.16M	Sell	17,591 -1,505	-8%	-$346K	0.33%	35
2026 Q1	$4.11M	Sell	19,096 -125	-0.7%	-$27.9K	0.37%	32
2025 Q4	$4.22M	Buy	19,221 +192	+1%	+$42K	0.38%	29
2025 Q3	$4.11M	Buy	19,029 +14	+0.1%	+$2.94K	0.38%	29
2025 Q2	$3.89M	Sell	19,015 -98	-0.5%	-$19K	0.38%	27
2025 Q1	$3.71M	Sell	19,113 -233	-1%	-$46.3K	0.39%	26
2024 Q4	$3.79M	Sell	19,346 -766	-4%	-$153K	0.39%	28
2024 Q3	$3.67M	Buy	20,112 +107	+0.5%	+$20.4K	0.38%	29
2024 Q2	$3.65M	Sell	20,005 -107	-0.5%	-$19.3K	0.39%	28
2024 Q1	$3.67M	Sell	20,112 -5,117	-20%	-$899K	0.37%	29
2023 Q4	$4.3M	Buy	25,229 +8,933	+55%	+$1.44M	0.46%	26
2023 Q3	$2.53M	Buy	16,296 +575	+4%	+$93.2K	0.31%	31
2023 Q2	$2.55M	Sell	15,721 -223	-1%	-$34.9K	0.3%	31
2023 Q1	$2.46M	Buy	15,944 +3,357	+27%	+$514K	0.29%	32
2022 Q4	$1.91M	Buy	+12,587	New	+$1.88M	0.24%	33
2022 Q3	–	Sell	-8,105	Closed	-$1.21M	–	32
2022 Q2	$1.16M	Buy	8,105 +4,938	+156%	+$752K	0.14%	39
2022 Q1	$514K	Sell	3,167 -3,860	-55%	-$623K	0.06%	61
2021 Q4	$1.21M	Buy	7,027 +4,846	+222%	+$799K	0.13%	39
2021 Q3	$335K	Buy	2,181 +3	+0.1%	+$478	0.04%	69
2021 Q2	$337K	Buy	2,178 +3	+0.1%	+$460	0.04%	68
2021 Q1	$320K	Buy	2,175 +3	+0.1%	+$427	0.04%	64
2020 Q4	$307K	Buy	2,172 +3	+0.1%	+$407	0.04%	66
2020 Q3	$279K	Hold	2,169	–	–	0.04%	66
2020 Q2	$254K	Buy	2,169 +5	+0.2%	+$569	0.04%	66
2020 Q1	$224K	Buy	+2,164	New	+$258K	0.04%	64

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Conservest Capital Advisors's VIG Position: Q2 2026 in Review

Conservest Capital Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.9% in Q2 2026, selling an estimated $346K and leaving 17,591 shares worth $4.16M. The position accounts for 0.33% of the portfolio, ranked #35.

Conservest Capital Advisors first reported a position in VIG in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.3M in Q4 2023. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Conservest Capital Advisors held 17,591 shares of Vanguard Dividend Appreciation ETF worth $4.16M as of Q2 2026.
Conservest Capital Advisors sold 1,505 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $346K.
Vanguard Dividend Appreciation ETF made up 0.33% of Conservest Capital Advisors's portfolio in Q2 2026, its #35 holding.
Conservest Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 25 quarters since.
Conservest Capital Advisors's Vanguard Dividend Appreciation ETF position peaked at $4.3M in Q4 2023.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.