Cynosure Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cynosure 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 Q3	–	Sell	-905	Closed	-$214K	–	205
2026 Q2	$214K	Sell	905 -547	-38%	-$126K	0.03%	178
2026 Q1	$312K	Buy	1,452 +2	+0.1%	+$446	0.04%	181
2025 Q4	$319K	Sell	1,450 -1,836	-56%	-$401K	0.03%	390
2025 Q3	$709K	Hold	3,286	–	–	0.08%	103
2025 Q2	$673K	Sell	3,286 -3,357	-51%	-$651K	0.08%	135
2025 Q1	$1.29M	Hold	6,643	–	–	0.18%	60
2024 Q4	$1.3M	Buy	6,643 +2,478	+59%	+$495K	0.19%	59
2024 Q3	$825K	Sell	4,165 -2,478	-37%	-$472K	0.12%	89
2024 Q2	$1.21M	Sell	6,643 -444	-6%	-$79.9K	0.19%	66
2024 Q1	$1.29M	Buy	7,087 +809	+13%	+$142K	0.23%	54
2023 Q4	$1.07M	Buy	6,278 +34	+0.5%	+$5.47K	0.19%	92
2023 Q3	$970K	Buy	6,244 +3,766	+152%	+$610K	0.3%	76
2023 Q2	$403K	Buy	+2,478	New	+$388K	0.12%	106

Other funds holding VIG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cynosure Group's VIG Position: Q3 2026 in Review

Cynosure Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2026, closing a stake of 905 shares — an estimated $214K sold.

Cynosure Group first reported a position in VIG in Q2 2023 and held it in 13 quarters. The position peaked at $1.3M in Q4 2024. 2,356 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Cynosure Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2026 after selling out during the quarter.
Cynosure Group sold 905 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $214K.
Cynosure Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and held it in 13 quarters.
Cynosure Group's Vanguard Dividend Appreciation ETF position peaked at $1.3M in Q4 2024.
2,356 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Cynosure Group's 13F filing for Q3 2026, filed 3 Nov 2026.