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

Cornerstone Management’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 		$2.99M Buy
12,644
+194
+2% +$44.5K 0.43% 23
2026
Q1 		$2.68M Buy
12,450
+178
+1% +$39.7K 0.43% 23
2025
Q4 		$2.7M Sell
12,272
-230
-2% -$50.3K 0.44% 23
2025
Q3 		$2.7M Sell
12,502
-645
-5% -$135K 0.45% 23
2025
Q2 		$2.69M Buy
13,147
+4,094
+45% +$793K 0.47% 24
2025
Q1 		$1.76M Sell
9,053
-728
-7% -$145K 0.33% 26
2024
Q4 		$1.92M Sell
9,781
-72
-0.7% -$14.4K 0.37% 25
2024
Q3 		$1.95M Sell
9,853
-50
-0.5% -$9.52K 0.41% 24
2024
Q2 		$1.81M Sell
9,903
-205
-2% -$36.9K 0.4% 23
2024
Q1 		$1.85M Sell
10,108
-1,003
-9% -$176K 0.41% 24
2023
Q4 		$1.89M Sell
11,111
-688
-6% -$111K 0.48% 24
2023
Q3 		$1.83M Sell
11,799
-226
-2% -$36.6K 0.49% 24
2023
Q2 		$1.95M Sell
12,025
-220
-2% -$34.5K 0.5% 24
2023
Q1 		$1.89M Sell
12,245
-4,692
-28% -$719K 0.49% 24
2022
Q4 		$2.57M Sell
16,937
-502
-3% -$74.8K 0.72% 21
2022
Q3 		$2.36M Sell
17,439
-2,725
-14% -$406K 0.64% 22
2022
Q2 		$2.89M Buy
20,164
+616
+3% +$93.8K 0.75% 22
2022
Q1 		$3.17M Sell
19,548
-3,500
-15% -$565K 0.78% 21
2021
Q4 		$3.96M Sell
23,048
-367
-2% -$60.5K 1.09% 20
2021
Q3 		$3.6M Buy
23,415
+1,170
+5% +$186K 0.95% 21
2021
Q2 		$3.44M Sell
22,245
-866
-4% -$133K 0.92% 21
2021
Q1 		$3.4M Sell
23,111
-2,129
-8% -$303K 0.97% 22
2020
Q4 		$3.56M Buy
25,240
+6,606
+35% +$895K 1.13% 17
2020
Q3 		$2.4M Sell
18,634
-57
-0.3% -$7.17K 0.79% 24
2020
Q2 		$2.19M Buy
18,691
+1,941
+12% +$221K 0.78% 24
2020
Q1 		$1.73M Buy
16,750
+8
+0% +$955 0.8% 20
2019
Q4 		$2.09M Sell
16,742
-114
-0.7% -$13.8K 0.89% 21
2019
Q3 		$2.02M Sell
16,856
-1,441
-8% -$170K 0.92% 19
2019
Q2 		$2.11M Sell
18,297
-764
-4% -$85.7K 0.98% 18
2019
Q1 		$2.09M Sell
19,061
-915
-5% -$96.4K 1.02% 16
2018
Q4 		$1.96M Sell
19,976
-553
-3% -$57.7K 1.18% 18
2018
Q3 		$2.27M Sell
20,529
-770
-4% -$82.8K 1.22% 17
2018
Q2 		$2.16M Buy
21,299
+285
+1% +$29.1K 1.24% 17
2018
Q1 		$2.12M Buy
21,014
+1,874
+10% +$194K 1.21% 15
2017
Q4 		$1.95M Sell
19,140
-2,142
-10% -$211K 0.99% 16
2017
Q3 		$2.02M Buy
21,282
+73
+0.3% +$6.81K 1.05% 15
2017
Q2 		$1.97M Buy
21,209
+2,299
+12% +$211K 1.04% 15
2017
Q1 		$1.7M Sell
18,910
-4,806
-20% -$426K 0.87% 14
2016
Q4 		$2.02M Buy
23,716
+5,768
+32% +$485K 1.16% 13
2016
Q3 		$1.51M Buy
17,948
+7,233
+68% +$613K 0.88% 13
2016
Q2 		$892K Buy
10,715
+22
+0.2% +$1.8K 0.54% 18
2016
Q1 		$869K Buy
10,693
+307
+3% +$23.5K 0.54% 18
2015
Q4 		$808K Buy
10,386
+1,898
+22% +$148K 0.53% 18
2015
Q3 		$626K Hold
8,488
– – 0.47% 22
2015
Q2 		$667K Sell
8,488
-227
-3% -$18.4K 0.48% 22
2015
Q1 		$701K Sell
8,715
-485
-5% -$39.3K 0.53% 21
2014
Q4 		$747K Buy
+9,200
New +$728K 0.58% 21

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 $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cornerstone Management's VIG Position: Q2 2026 in Review

Cornerstone Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.6% in Q2 2026, buying an estimated $44.5K and bringing the position to 12,644 shares worth $2.99M. The position accounts for 0.43% of the portfolio, ranked #23.

Cornerstone Management first reported a position in VIG in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.96M in Q4 2021. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Cornerstone Management held 12,644 shares of Vanguard Dividend Appreciation ETF worth $2.99M as of Q2 2026.
  • Cornerstone Management bought 194 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $44.5K.
  • Vanguard Dividend Appreciation ETF made up 0.43% of Cornerstone Management's portfolio in Q2 2026, its #23 holding.
  • Cornerstone Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 47 quarters since.
  • Cornerstone Management's Vanguard Dividend Appreciation ETF position peaked at $3.96M in Q4 2021.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cornerstone Management's 13F filing for Q2 2026, filed 16 Jul 2026.