DI
VIG icon

DDFG Inc’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

DDFG Inc’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 		$13.6M Sell
57,336
-657
-1% -$151K 2.69% 14
2026
Q1 		$12.5M Sell
57,993
-2,566
-4% -$572K 2.69% 12
2025
Q4 		$13.3M Sell
60,559
-1,652
-3% -$361K 2.91% 11
2025
Q3 		$13.4M Sell
62,211
-30,663
-33% -$6.44M 3.1% 11
2025
Q2 		$19M Buy
92,874
+4,147
+5% +$804K 4.78% 7
2025
Q1 		$17.2M Sell
88,727
-1,665
-2% -$331K 4.77% 8
2024
Q4 		$17.7M Sell
90,392
-854
-0.9% -$171K 5.11% 7
2024
Q3 		$18.1M Sell
91,246
-1,368
-1% -$260K 5.16% 7
2024
Q2 		$16.9M Sell
92,614
-2,771
-3% -$499K 5.22% 7
2024
Q1 		$17.4M Sell
95,385
-903
-0.9% -$159K 5.53% 7
2023
Q4 		$16.4M Sell
96,288
-1,050
-1% -$169K 5.55% 7
2023
Q3 		$15.1M Sell
97,338
-1,868
-2% -$303K 5.58% 7
2023
Q2 		$16.1M Sell
99,206
-549
-0.6% -$86K 5.93% 6
2023
Q1 		$15.4M Sell
99,755
-683
-0.7% -$105K 5.97% 6
2022
Q4 		$15.3M Buy
+100,438
New +$15M 6.31% 4

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
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
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

DDFG Inc's VIG Position: Q2 2026 in Review

DDFG Inc reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.1% in Q2 2026, selling an estimated $151K and leaving 57,336 shares worth $13.6M. The position accounts for 2.69% of the portfolio, ranked #14.

DDFG Inc first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $19M in Q2 2025. 1,473 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • DDFG Inc held 57,336 shares of Vanguard Dividend Appreciation ETF worth $13.6M as of Q2 2026.
  • DDFG Inc sold 657 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $151K.
  • Vanguard Dividend Appreciation ETF made up 2.69% of DDFG Inc's portfolio in Q2 2026, its #14 holding.
  • DDFG Inc first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
  • DDFG Inc's Vanguard Dividend Appreciation ETF position peaked at $19M in Q2 2025.
  • 1,473 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.