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Cornerstone Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cornerstone Advisory’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 		$36.6M Buy
154,736
+85
+0.1% +$19.5K 3.04% 6
2026
Q1 		$33.3M Buy
154,651
+478
+0.3% +$107K 3.15% 5
2025
Q4 		$33.9M Buy
154,173
+70
+0% +$15.3K 3.23% 5
2025
Q3 		$33.3M Buy
154,103
+4,242
+3% +$891K 3.27% 5
2025
Q2 		$30.7M Buy
149,861
+2,009
+1% +$389K 3.29% 5
2025
Q1 		$28.2M Buy
147,852
+37,221
+34% +$7.4M 3.29% 5
2024
Q4 		$22.6M Buy
110,631
+49,754
+82% +$9.93M 2.56% 11
2024
Q3 		$12.1M Buy
60,877
+3,765
+7% +$717K 1.59% 15
2024
Q2 		$10.4M Buy
57,112
+38
+0.1% +$6.84K 1.47% 19
2024
Q1 		$10.4M Buy
57,074
+2,745
+5% +$482K 1.49% 20
2023
Q4 		$9.26M Buy
54,329
+1,082
+2% +$174K 1.44% 18
2023
Q3 		$8.27M Buy
53,247
+5,046
+10% +$818K 1.45% 16
2023
Q2 		$7.83M Buy
48,201
+2,679
+6% +$420K 1.38% 18
2023
Q1 		$7.01M Buy
45,522
+1,494
+3% +$229K 1.26% 19
2022
Q4 		$6.69M Buy
44,028
+429
+1% +$63.9K 1.32% 19
2022
Q3 		$5.89M Buy
43,599
+355
+0.8% +$52.8K 1.32% 21
2022
Q2 		$6.2M Sell
43,244
-12,043
-22% -$1.83M 1.42% 18
2022
Q1 		$8.96M Buy
55,287
+534
+1% +$86.2K 1.37% 18
2021
Q4 		$9.4M Sell
54,753
-11,174
-17% -$1.84M 1.35% 16
2021
Q3 		$10.1M Sell
65,927
-151
-0.2% -$24.1K 1.68% 13
2021
Q2 		$10.2M Buy
66,078
+5,466
+9% +$839K 1.72% 13
2021
Q1 		$8.91M Buy
60,612
+1,703
+3% +$242K 1.69% 13
2020
Q4 		$8.32M Buy
58,909
+11,571
+24% +$1.57M 1.68% 14
2020
Q3 		$6.09M Buy
47,338
+848
+2% +$107K 1.42% 18
2020
Q2 		$5.45M Sell
46,490
-11,949
-20% -$1.36M 1.42% 18
2020
Q1 		$6.04M Buy
58,439
+19,547
+50% +$2.33M 1.84% 16
2019
Q4 		$4.85M Buy
38,892
+4,501
+13% +$545K 1% 30
2019
Q3 		$4.11M Buy
34,391
+5,339
+18% +$630K 0.89% 38
2019
Q2 		$3.35M Buy
29,052
+202
+0.7% +$22.7K 0.73% 42
2019
Q1 		$3.16M Buy
28,850
+5,300
+23% +$559K 0.7% 40
2018
Q4 		$2.31M Buy
23,550
+1,450
+7% +$151K 0.61% 43
2018
Q3 		$2.45M Buy
22,100
+5,550
+34% +$597K 0.73% 36
2018
Q2 		$1.68M Hold
16,550
– – 0.55% 42
2018
Q1 		$1.67M Hold
16,550
– – 0.6% 40
2017
Q4 		$1.69M Sell
16,550
-200
-1% -$19.7K 0.58% 38
2017
Q3 		$1.59M Buy
16,750
+1,000
+6% +$93.3K 0.54% 39
2017
Q2 		$1.46M Sell
15,750
-100
-0.6% -$9.17K 0.49% 43
2017
Q1 		$1.43M Buy
+15,850
New +$1.4M 0.72% 28

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cornerstone Advisory's VIG Position: Q2 2026 in Review

Cornerstone Advisory increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.05% in Q2 2026, buying an estimated $19.5K and bringing the position to 154,736 shares worth $36.6M. The position accounts for 3.04% of the portfolio, ranked #6.

Cornerstone Advisory first reported a position in VIG in Q1 2017 and has held it in 38 quarters since. 1,262 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Cornerstone Advisory held 154,736 shares of Vanguard Dividend Appreciation ETF worth $36.6M as of Q2 2026.
  • Cornerstone Advisory bought 85 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $19.5K.
  • Vanguard Dividend Appreciation ETF made up 3.04% of Cornerstone Advisory's portfolio in Q2 2026, its #6 holding.
  • Cornerstone Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q1 2017 and has held it in 38 quarters since.
  • 1,262 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.