Constant Guidance Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Constant Guidance 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	$648K	Buy	2,737 +106	+4%	+$24.3K	0.41%	44
2026 Q1	$566K	Buy	+2,631	New	+$587K	0.39%	26
2025 Q4	–	Sell	-2,592	Closed	-$559K	–	55
2025 Q3	$559K	Buy	+2,592	New	+$544K	0.45%	28
2025 Q2	–	Sell	-2,486	Closed	-$482K	–	44
2025 Q1	$482K	Sell	2,486 -163	-6%	-$32.4K	0.61%	23
2024 Q4	$519K	Sell	2,649 -33	-1%	-$6.59K	0.45%	29
2024 Q3	$531K	Buy	2,682 +546	+26%	+$104K	0.43%	25
2024 Q2	$390K	Sell	2,136 -379	-15%	-$68.2K	0.4%	23
2024 Q1	$449K	Buy	+2,515	New	+$442K	0.41%	40
2023 Q4	–	Sell	-3,703	Closed	-$572K	–	29
2023 Q3	$572K	Buy	+3,703	New	+$600K	0.76%	9

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

Constant Guidance Financial's VIG Position: Q2 2026 in Review

Constant Guidance Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4% in Q2 2026, buying an estimated $24.3K and bringing the position to 2,737 shares worth $648K. The position accounts for 0.41% of the portfolio, ranked #44.

Constant Guidance Financial first reported a position in VIG in Q3 2023 and has held it in 9 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Constant Guidance Financial held 2,737 shares of Vanguard Dividend Appreciation ETF worth $648K as of Q2 2026.
Constant Guidance Financial bought 106 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $24.3K.
Vanguard Dividend Appreciation ETF made up 0.41% of Constant Guidance Financial's portfolio in Q2 2026, its #44 holding.
Constant Guidance Financial first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 9 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Constant Guidance Financial's 13F filing for Q2 2026, filed 12 Aug 2026.