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 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

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

Cynosure Group's VIG Position: Q2 2026 in Review

Cynosure Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 38% in Q2 2026, selling an estimated $126K and leaving 905 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #178.

Cynosure Group first reported a position in VIG in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.3M in Q4 2024. 2,594 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Cynosure Group held 905 shares of Vanguard Dividend Appreciation ETF worth $214K as of Q2 2026.
Cynosure Group sold 547 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $126K.
Vanguard Dividend Appreciation ETF made up 0.03% of Cynosure Group's portfolio in Q2 2026, its #178 holding.
Cynosure Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and has held it in 13 quarters since.
Cynosure Group's Vanguard Dividend Appreciation ETF position peaked at $1.3M in Q4 2024.
2,594 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.