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Disciplined Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Disciplined Investments’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 		$452K Buy
1,908
+1
+0.1% +$230 0.15% 95
2026
Q1 		$410K Sell
1,907
-28
-1% -$6.24K 0.15% 92
2025
Q4 		$425K Sell
1,935
-32
-2% -$6.99K 0.16% 91
2025
Q3 		$424K Sell
1,967
-157
-7% -$33K 0.17% 87
2025
Q2 		$435K Sell
2,124
-61
-3% -$11.8K 0.18% 87
2025
Q1 		$424K Sell
2,185
-29
-1% -$5.77K 0.19% 88
2024
Q4 		$434K Buy
2,214
+377
+21% +$75.3K 0.21% 88
2024
Q3 		$364K Sell
1,837
-51
-3% -$9.71K 0.18% 94
2024
Q2 		$345K Sell
1,888
-475
-20% -$85.5K 0.18% 94
2024
Q1 		$432K Sell
2,363
-17
-0.7% -$2.99K 0.24% 82
2023
Q4 		$406K Sell
2,380
-31
-1% -$4.99K 0.24% 78
2023
Q3 		$375K Sell
2,411
-24
-1% -$3.89K 0.23% 83
2023
Q2 		$395K Sell
2,435
-229
-9% -$35.9K 0.21% 86
2023
Q1 		$410K Buy
2,664
+1
+0% +$153 0.17% 96
2022
Q4 		$404K Sell
2,663
-35
-1% -$5.22K 0.2% 84
2022
Q3 		$365K Sell
2,698
-174
-6% -$25.9K 0.17% 97
2022
Q2 		$412K Sell
2,872
-61
-2% -$9.28K 0.19% 90
2022
Q1 		$476K Sell
2,933
-530
-15% -$85.5K 0.2% 90
2021
Q4 		$595K Sell
3,463
-90
-3% -$14.8K 0.26% 75
2021
Q3 		$546K Sell
3,553
-63
-2% -$10K 0.27% 75
2021
Q2 		$560K Buy
3,616
+1
+0% +$153 0.29% 74
2021
Q1 		$532K Sell
3,615
-118
-3% -$16.8K 0.31% 72
2020
Q4 		$527K Sell
3,733
-262
-7% -$35.5K 0.35% 65
2020
Q3 		$514K Sell
3,995
-28
-0.7% -$3.52K 0.38% 64
2020
Q2 		$471K Buy
4,023
+97
+2% +$11K 0.37% 65
2020
Q1 		$406K Buy
3,926
+279
+8% +$33.3K 0.39% 63
2019
Q4 		$455K Buy
+3,647
New +$441K 0.38% 59

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Disciplined Investments's VIG Position: Q2 2026 in Review

Disciplined Investments increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.05% in Q2 2026, buying an estimated $230 and bringing the position to 1,908 shares worth $452K. The position accounts for 0.15% of the portfolio, ranked #95.

Disciplined Investments first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. The position peaked at $595K in Q4 2021. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Disciplined Investments held 1,908 shares of Vanguard Dividend Appreciation ETF worth $452K as of Q2 2026.
  • Disciplined Investments bought 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
  • Vanguard Dividend Appreciation ETF made up 0.15% of Disciplined Investments's portfolio in Q2 2026, its #95 holding.
  • Disciplined Investments first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
  • Disciplined Investments's Vanguard Dividend Appreciation ETF position peaked at $595K in Q4 2021.
  • 2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.