CX Institutional’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

CX Institutional’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	$552K	Sell	2,331 -77	-3%	-$17.7K	0.02%	451
2026 Q1	$518K	Sell	2,408 -426	-15%	-$95K	0.02%	453
2025 Q4	$623K	Sell	2,834 -1,179	-29%	-$258K	0.02%	364
2025 Q3	$866K	Buy	4,013 +2,919	+267%	+$613K	0.03%	324
2025 Q2	$224K	Hold	1,094	–	–	0.01%	594
2025 Q1	$212K	Buy	+1,094	New	+$218K	0.01%	588
2023 Q3	–	Sell	-1,866	Closed	-$303K	–	551
2023 Q2	$303K	Sell	1,866 -382	-17%	-$59.8K	0.02%	422
2023 Q1	$348K	Buy	2,248 +532	+31%	+$81.5K	0.02%	393
2022 Q4	$261K	Hold	1,716	–	–	0.02%	456
2022 Q3	$232K	Buy	1,716 +1,176	+218%	+$175K	0.02%	425
2022 Q2	$77K	Buy	+540	New	+$82.2K	0.01%	595
2021 Q4	–	Sell	-106	Closed	-$16K	–	874
2021 Q3	$16K	Hold	106	–	–	﹤0.01%	778
2021 Q2	$16K	Hold	106	–	–	﹤0.01%	773
2021 Q1	$16K	Hold	106	–	–	﹤0.01%	711
2020 Q4	$15K	Hold	106	–	–	﹤0.01%	675
2020 Q3	$14K	Sell	106 -35	-25%	-$4.4K	﹤0.01%	622
2020 Q2	$17K	Buy	+141	New	+$16.1K	﹤0.01%	479
2019 Q2	–	Sell	-617	Closed	-$68K	–	995
2019 Q1	$68K	Buy	+617	New	+$65K	0.01%	311
2018 Q4	–	Sell	-68	Closed	-$8K	–	565
2018 Q3	$8K	Buy	+68	New	+$7.31K	﹤0.01%	270

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

CX Institutional's VIG Position: Q2 2026 in Review

CX Institutional reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.2% in Q2 2026, selling an estimated $17.7K and leaving 2,331 shares worth $552K. The position accounts for 0.02% of the portfolio, ranked #451.

CX Institutional first reported a position in VIG in Q3 2018 and has held it in 19 quarters since. The position peaked at $866K in Q3 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

CX Institutional held 2,331 shares of Vanguard Dividend Appreciation ETF worth $552K as of Q2 2026.
CX Institutional sold 77 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $17.7K.
Vanguard Dividend Appreciation ETF made up 0.02% of CX Institutional's portfolio in Q2 2026, its #451 holding.
CX Institutional first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and has held it in 19 quarters since.
CX Institutional's Vanguard Dividend Appreciation ETF position peaked at $866K in Q3 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.