Cornerstone Wealth Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cornerstone Wealth Group’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	$531K	Sell	2,245 -93	-4%	-$21.4K	0.03%	231
2026 Q1	$529K	Buy	2,338 +1,045	+81%	+$233K	0.03%	226
2025 Q4	$284K	Sell	1,293 -205	-14%	-$44.8K	0.02%	287
2025 Q3	$323K	Buy	1,498 +47	+3%	+$9.87K	0.02%	255
2025 Q2	$297K	Sell	1,451 -77	-5%	-$14.9K	0.02%	247
2025 Q1	$296K	Sell	1,528 -70	-4%	-$13.9K	0.02%	224
2024 Q4	$313K	Buy	+1,598	New	+$319K	0.03%	209
2022 Q1	–	Sell	-20,559	Closed	-$3.53M	–	164
2021 Q4	$3.53M	Sell	20,559 -782	-4%	-$129K	0.6%	62
2021 Q3	$3.28M	Sell	21,341 -34	-0.2%	-$5.42K	0.58%	57
2021 Q2	$3.31M	Sell	21,375 -1,307	-6%	-$201K	0.68%	47
2021 Q1	$3.48M	Sell	22,682 -8,829	-28%	-$1.26M	0.71%	43
2020 Q4	$4.45M	Sell	31,511 -7,431	-19%	-$1.01M	1.09%	18
2020 Q3	$5.01M	Sell	38,942 -3,459	-8%	-$435K	1.37%	18
2020 Q2	$4.97M	Buy	+42,401	New	+$4.83M	1.25%	17

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

Cornerstone Wealth Group's VIG Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4% in Q2 2026, selling an estimated $21.4K and leaving 2,245 shares worth $531K. The position accounts for 0.03% of the portfolio, ranked #231.

Cornerstone Wealth Group first reported a position in VIG in Q2 2020 and has held it in 14 quarters since. The position peaked at $5.01M in Q3 2020. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Cornerstone Wealth Group held 2,245 shares of Vanguard Dividend Appreciation ETF worth $531K as of Q2 2026.
Cornerstone Wealth Group sold 93 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $21.4K.
Vanguard Dividend Appreciation ETF made up 0.03% of Cornerstone Wealth Group's portfolio in Q2 2026, its #231 holding.
Cornerstone Wealth Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and has held it in 14 quarters since.
Cornerstone Wealth Group's Vanguard Dividend Appreciation ETF position peaked at $5.01M in Q3 2020.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.