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CRA Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

CRA Financial Services’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 		$17.8M Sell
75,328
-957
-1% -$220K 2.05% 11
2026
Q1 		$16.4M Sell
76,285
-3,884
-5% -$866K 2.13% 11
2025
Q4 		$17.6M Sell
80,169
-1,078
-1% -$236K 2.31% 10
2025
Q3 		$17.5M Sell
81,247
-1,199
-1% -$252K 2.4% 9
2025
Q2 		$16.9M Sell
82,446
-500
-0.6% -$96.9K 2.58% 9
2025
Q1 		$16.1M Sell
82,946
-2,338
-3% -$465K 2.75% 6
2024
Q4 		$16.7M Sell
85,284
-5,504
-6% -$1.1M 2.87% 7
2024
Q3 		$18M Sell
90,788
-1,954
-2% -$372K 3.3% 6
2024
Q2 		$16.9M Sell
92,742
-2,207
-2% -$397K 3.42% 7
2024
Q1 		$17.3M Sell
94,949
-1,670
-2% -$293K 3.77% 5
2023
Q4 		$16.5M Sell
96,619
-1,051
-1% -$169K 4.03% 5
2023
Q3 		$15.2M Sell
97,670
-1,272
-1% -$206K 4.18% 5
2023
Q2 		$16.1M Sell
98,942
-66
-0.1% -$10.3K 4.34% 4
2023
Q1 		$15.2M Sell
99,008
-545
-0.5% -$83.5K 4.53% 3
2022
Q4 		$15.1M Buy
99,553
+1,590
+2% +$237K 4.95% 4
2022
Q3 		$13.2M Sell
97,963
-200
-0.2% -$29.8K 4.76% 5
2022
Q2 		$14.1M Buy
98,163
+806
+0.8% +$123K 4.83% 5
2022
Q1 		$15.8M Sell
97,357
-55
-0.1% -$8.87K 4.75% 5
2021
Q4 		$16.7M Buy
97,412
+1,129
+1% +$186K 4.97% 4
2021
Q3 		$14.8M Buy
96,283
+3,561
+4% +$567K 5% 3
2021
Q2 		$14.4M Buy
92,722
+3,088
+3% +$474K 4.99% 4
2021
Q1 		$13.2M Buy
89,634
+3,993
+5% +$568K 5.1% 4
2020
Q4 		$12.1M Buy
85,641
+793
+0.9% +$107K 5.08% 4
2020
Q3 		$10.9M Buy
84,848
+3,553
+4% +$447K 5.22% 4
2020
Q2 		$9.53M Buy
81,295
+1,966
+2% +$224K 5.03% 5
2020
Q1 		$8.2M Buy
79,329
+1,675
+2% +$200K 5.25% 4
2019
Q4 		$9.68M Buy
77,654
+2,289
+3% +$277K 5.28% 4
2019
Q3 		$9.01M Buy
75,365
+1,897
+3% +$224K 5.45% 4
2019
Q2 		$8.46M Sell
73,468
-1,365
-2% -$153K 5.08% 4
2019
Q1 		$8.21M Sell
74,833
-1,558
-2% -$164K 5.35% 3
2018
Q4 		$7.48M Buy
+76,391
New +$7.97M 5.4% 2

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CRA Financial Services's VIG Position: Q2 2026 in Review

CRA Financial Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q2 2026, selling an estimated $220K and leaving 75,328 shares worth $17.8M. The position accounts for 2.05% of the portfolio, ranked #11.

CRA Financial Services first reported a position in VIG in Q4 2018 and has held it in 31 quarters since. The position peaked at $18M in Q3 2024. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • CRA Financial Services held 75,328 shares of Vanguard Dividend Appreciation ETF worth $17.8M as of Q2 2026.
  • CRA Financial Services sold 957 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $220K.
  • Vanguard Dividend Appreciation ETF made up 2.05% of CRA Financial Services's portfolio in Q2 2026, its #11 holding.
  • CRA Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 31 quarters since.
  • CRA Financial Services's Vanguard Dividend Appreciation ETF position peaked at $18M in Q3 2024.
  • 2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.