DBK Financial Counsel’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

DBK Financial Counsel’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	$1.21M	Sell	5,104 -600	-11%	-$138K	1.01%	27
2026 Q1	$1.23M	Hold	5,704	–	–	0.93%	31
2025 Q4	$1.25M	Hold	5,704	–	–	0.96%	29
2025 Q3	$1.23M	Hold	5,704	–	–	1.03%	27
2025 Q2	$1.17M	Sell	5,704 -1,235	-18%	-$239K	1.06%	27
2025 Q1	$1.35M	Buy	+6,939	New	+$1.38M	1.35%	23

Other funds holding VIG

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DBK Financial Counsel's VIG Position: Q2 2026 in Review

DBK Financial Counsel reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 11% in Q2 2026, selling an estimated $138K and leaving 5,104 shares worth $1.21M. The position accounts for 1.01% of the portfolio, ranked #27.

DBK Financial Counsel first reported a position in VIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.35M in Q1 2025. 1,895 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

DBK Financial Counsel held 5,104 shares of Vanguard Dividend Appreciation ETF worth $1.21M as of Q2 2026.
DBK Financial Counsel sold 600 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $138K.
Vanguard Dividend Appreciation ETF made up 1.01% of DBK Financial Counsel's portfolio in Q2 2026, its #27 holding.
DBK Financial Counsel first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 6 quarters since.
DBK Financial Counsel's Vanguard Dividend Appreciation ETF position peaked at $1.35M in Q1 2025.
1,895 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.