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CWS Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

CWS Financial Advisors’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 		$12.6M Sell
53,381
-1,350
-2% -$310K 2.8% 9
2026
Q1 		$11.8M Buy
54,731
+101
+0.2% +$22.5K 3.02% 7
2025
Q4 		$12M Sell
54,630
-144
-0.3% -$31.5K 3.26% 7
2025
Q3 		$11.8M Buy
54,774
+800
+1% +$168K 3.28% 7
2025
Q2 		$11M Buy
53,974
+4,660
+9% +$903K 3.21% 6
2025
Q1 		$9.57M Buy
49,314
+1,147
+2% +$228K 3.02% 7
2024
Q4 		$9.43M Buy
48,167
+2,743
+6% +$548K 3.05% 7
2024
Q3 		$9M Buy
45,424
+3,592
+9% +$684K 3.19% 6
2024
Q2 		$7.64M Buy
41,832
+2,408
+6% +$433K 3% 6
2024
Q1 		$7.2M Buy
39,424
+583
+2% +$102K 2.95% 6
2023
Q4 		$6.62M Buy
38,841
+4,305
+12% +$693K 2.48% 7
2023
Q3 		$5.37M Buy
34,536
+931
+3% +$151K 2.15% 8
2023
Q2 		$5.46M Buy
33,605
+315
+0.9% +$49.3K 2.07% 8
2023
Q1 		$5.13M Buy
33,290
+23,942
+256% +$3.67M 2.04% 8
2022
Q4 		$1.38M Sell
9,348
-19,774
-68% -$2.95M 0.59% 18
2022
Q3 		$3.94M Buy
29,122
+9,754
+50% +$1.45M 1.88% 7
2022
Q2 		$2.78M Buy
19,368
+5,479
+39% +$834K 1.27% 12
2022
Q1 		$2.25M Buy
13,889
+2,136
+18% +$345K 0.85% 17
2021
Q4 		$2.02M Buy
+11,753
New +$1.94M 0.71% 19
2021
Q2 		$1.47M Buy
9,466
+118
+1% +$18.1K 0.58% 19
2021
Q1 		$1.38M Buy
9,348
+999
+12% +$142K 0.59% 18
2020
Q4 		$1.18M Buy
8,349
+2,675
+47% +$363K 0.69% 18
2020
Q3 		$730K Buy
5,674
+718
+14% +$90.3K 0.49% 40
2020
Q2 		$581K Buy
4,956
+1,248
+34% +$142K 0.42% 51
2020
Q1 		$462K Buy
3,708
+325
+10% +$38.8K 0.34% 68
2019
Q4 		$422K Buy
+3,383
New +$409K 0.31% 73

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
HWM
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

CWS Financial Advisors's VIG Position: Q2 2026 in Review

CWS Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.5% in Q2 2026, selling an estimated $310K and leaving 53,381 shares worth $12.6M. The position accounts for 2.8% of the portfolio, ranked #9.

CWS Financial Advisors first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • CWS Financial Advisors held 53,381 shares of Vanguard Dividend Appreciation ETF worth $12.6M as of Q2 2026.
  • CWS Financial Advisors sold 1,350 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $310K.
  • Vanguard Dividend Appreciation ETF made up 2.8% of CWS Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • CWS Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.