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Drake & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Drake & Associates’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 		$205K Buy
+866
New +$199K 0.03% 108
2026
Q1 		– Sell
-994
Closed -$218K – 113
2025
Q4 		$218K Hold
994
– – 0.04% 97
2025
Q3 		$215K Buy
+994
New +$209K 0.05% 96

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

Drake & Associates's VIG Position: Q2 2026 in Review

Drake & Associates opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 866 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #108 among its holdings. This is a return to the name: Drake & Associates previously reported a position in VIG as recently as Q4 2025.

Drake & Associates first reported a position in VIG in Q3 2025 and has held it in 3 quarters since. The position peaked at $218K in Q4 2025. 2,579 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Drake & Associates held 866 shares of Vanguard Dividend Appreciation ETF worth $205K as of Q2 2026.
  • Vanguard Dividend Appreciation ETF was a new Drake & Associates position in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.03% of Drake & Associates's portfolio in Q2 2026, its #108 holding.
  • Drake & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 3 quarters since.
  • Drake & Associates's Vanguard Dividend Appreciation ETF position peaked at $218K in Q4 2025.
  • 2,579 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.