Continuum Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Continuum Wealth 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	$343K	Hold	1,449	–	–	0.12%	59
2026 Q1	$312K	Sell	1,449 -125	-8%	-$27.9K	0.13%	55
2025 Q4	$346K	Sell	1,574 -408	-21%	-$89.1K	0.13%	60
2025 Q3	$428K	Buy	1,982 +4	+0.2%	+$840	0.18%	44
2025 Q2	$405K	Hold	1,978	–	–	0.19%	37
2025 Q1	$384K	Hold	1,978	–	–	0.2%	35
2024 Q4	$387K	Hold	1,978	–	–	0.2%	37
2024 Q3	$392K	Hold	1,978	–	–	0.21%	39
2024 Q2	$361K	Hold	1,978	–	–	0.19%	40
2024 Q1	$361K	Hold	1,978	–	–	0.2%	43
2023 Q4	$337K	Hold	1,978	–	–	0.22%	36
2023 Q3	$307K	Hold	1,978	–	–	0.22%	38
2023 Q2	$321K	Hold	1,978	–	–	0.23%	36
2023 Q1	$305K	Hold	1,978	–	–	0.25%	32
2022 Q4	$300K	Buy	+1,978	New	+$295K	0.3%	32

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

Continuum Wealth Advisors's VIG Position: Q2 2026 in Review

Continuum Wealth Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,449 shares worth $343K. The position accounts for 0.12% of the portfolio, ranked #59.

Continuum Wealth Advisors first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $428K in Q3 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Continuum Wealth Advisors held 1,449 shares of Vanguard Dividend Appreciation ETF worth $343K as of Q2 2026.
Continuum Wealth Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.12% of Continuum Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Continuum Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
Continuum Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $428K in Q3 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.