CWS
VIG icon

Cypress Wealth Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cypress Wealth 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
2020
Q4 		– Sell
-8,128
Closed -$1.05M – 505
2020
Q3 		$1.05M Buy
+8,128
New +$1.02M 0.27% 76

Other funds holding VIG

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cypress Wealth Services's VIG Position: Q2 2026 in Review

Cypress Wealth Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.3% in Q2 2026, selling an estimated $220K and leaving 21,472 shares worth $5.08M. The position accounts for 0.62% of the portfolio, ranked #40.

Cypress Wealth Services first reported a position in VIG in Q4 2017 and has held it in 34 quarters since. 1,162 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Cypress Wealth Services held 21,472 shares of Vanguard Dividend Appreciation ETF worth $5.08M as of Q2 2026.
  • Cypress Wealth Services sold 956 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $220K.
  • Vanguard Dividend Appreciation ETF made up 0.62% of Cypress Wealth Services's portfolio in Q2 2026, its #40 holding.
  • Cypress Wealth Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 34 quarters since.
  • 1,162 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.