Diversify Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.59M Buy
+19,116
New +$4.39M 0.08% 229
2026
Q1
Sell
-1,878
Closed -$424K 832
2025
Q4
$424K Buy
1,878
+97
+5% +$21.2K 0.01% 658
2025
Q3
$385K Buy
1,781
+189
+12% +$39.7K 0.01% 642
2025
Q2
$332K Buy
+1,592
New +$309K 0.01% 655
2025
Q1
Sell
-2,898
Closed -$559K 697
2024
Q4
$559K Sell
2,898
-92
-3% -$18.4K 0.03% 348
2024
Q3
$597K Buy
2,990
+353
+13% +$67.2K 0.03% 348
2024
Q2
$484K Buy
+2,637
New +$475K 0.03% 386

Other funds holding VIG

Diversify Advisory Services's VIG Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 19,116 shares worth $4.59M. The stake represents 0.08% of the portfolio and ranks #229 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VIG as recently as Q4 2025.

Diversify Advisory Services first reported a position in VIG in Q2 2024 and has held it in 7 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Diversify Advisory Services held 19,116 shares of Vanguard Dividend Appreciation ETF worth $4.59M as of Q2 2026.
  • Vanguard Dividend Appreciation ETF was a new Diversify Advisory Services position in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.08% of Diversify Advisory Services's portfolio in Q2 2026, its #229 holding.
  • Diversify Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 7 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.