Core Wealth Advisors (Florida)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Core Wealth Advisors (Florida)’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	$2.24M	Buy	9,457 +721	+8%	+$166K	0.45%	25
2026 Q1	$1.88M	Buy	8,736 +2,166	+33%	+$483K	0.45%	25
2025 Q4	$1.44M	Buy	6,570 +737	+13%	+$161K	0.37%	25
2025 Q3	$1.26M	Buy	5,833 +23	+0.4%	+$4.83K	0.33%	26
2025 Q2	$1.19M	Buy	5,810 +600	+12%	+$116K	0.34%	28
2025 Q1	$1.01M	Buy	5,210 +892	+21%	+$177K	0.32%	27
2024 Q4	$846K	Buy	4,318 +396	+10%	+$79.1K	0.28%	33
2024 Q3	$777K	Buy	3,922 +355	+10%	+$67.6K	0.25%	33
2024 Q2	$651K	Buy	3,567 +395	+12%	+$71.1K	0.22%	37
2024 Q1	$579K	Buy	3,172 +6	+0.2%	+$1.05K	0.2%	33
2023 Q4	$539K	Buy	3,166 +221	+8%	+$35.6K	0.2%	30
2023 Q3	$458K	Buy	2,945 +213	+8%	+$34.5K	0.19%	31
2023 Q2	$444K	Buy	2,732 +1,466	+116%	+$230K	0.18%	30
2023 Q1	$195K	Buy	1,266 +1,076	+566%	+$165K	0.08%	47
2022 Q4	$28.9K	Hold	190	–	–	0.01%	98
2022 Q3	$26K	Hold	190	–	–	0.02%	85
2022 Q2	$27K	Hold	190	–	–	0.02%	92
2022 Q1	$31K	Hold	190	–	–	0.02%	98
2021 Q4	$33K	Hold	190	–	–	0.02%	107
2021 Q3	$29K	Hold	190	–	–	0.02%	98
2021 Q2	$29K	Hold	190	–	–	0.02%	86
2021 Q1	$28K	Hold	190	–	–	0.02%	80
2020 Q4	$27K	Hold	190	–	–	0.02%	79
2020 Q3	$24K	Buy	+190	New	+$23.9K	0.02%	73

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

Core Wealth Advisors (Florida)'s VIG Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Vanguard Dividend Appreciation ETF (VIG) stake by 8.3% in Q2 2026, buying an estimated $166K and bringing the position to 9,457 shares worth $2.24M. The position accounts for 0.45% of the portfolio, ranked #25.

Core Wealth Advisors (Florida) first reported a position in VIG in Q3 2020 and has held it in 24 quarters since. 2,579 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Core Wealth Advisors (Florida) held 9,457 shares of Vanguard Dividend Appreciation ETF worth $2.24M as of Q2 2026.
Core Wealth Advisors (Florida) bought 721 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $166K.
Vanguard Dividend Appreciation ETF made up 0.45% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #25 holding.
Core Wealth Advisors (Florida) first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and has held it in 24 quarters since.
2,579 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.