Dunhill Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Dunhill Financial’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	$786K	Buy	3,322 +149	+5%	+$34.2K	0.16%	65
2026 Q1	$682K	Buy	3,173 +165	+5%	+$36.8K	0.16%	60
2025 Q4	$661K	Sell	3,008 -286	-9%	-$62.5K	0.16%	56
2025 Q3	$711K	Buy	3,294 +432	+15%	+$90.7K	0.19%	53
2025 Q2	$586K	Buy	2,862 +489	+21%	+$94.8K	0.17%	55
2025 Q1	$460K	Sell	2,373 -254	-10%	-$50.5K	0.21%	50
2024 Q4	$515K	Buy	2,627 +302	+13%	+$60.3K	0.24%	38
2024 Q3	$460K	Buy	2,325 +1	+0%	+$190	0.24%	39
2024 Q2	$424K	Hold	2,324	–	–	0.26%	37
2024 Q1	$422K	Hold	2,324	–	–	0.31%	35
2023 Q4	$396K	Buy	2,324 +102	+5%	+$16.4K	0.36%	28
2023 Q3	$348K	Sell	2,222 -129	-5%	-$20.9K	0.22%	47
2023 Q2	$377K	Buy	+2,351	New	+$368K	0.25%	48

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dunhill Financial's VIG Position: Q2 2026 in Review

Dunhill Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.7% in Q2 2026, buying an estimated $34.2K and bringing the position to 3,322 shares worth $786K. The position accounts for 0.16% of the portfolio, ranked #65.

Dunhill Financial first reported a position in VIG in Q2 2023 and has held it in 13 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Dunhill Financial held 3,322 shares of Vanguard Dividend Appreciation ETF worth $786K as of Q2 2026.
Dunhill Financial bought 149 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $34.2K.
Vanguard Dividend Appreciation ETF made up 0.16% of Dunhill Financial's portfolio in Q2 2026, its #65 holding.
Dunhill Financial first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and has held it in 13 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.