Dupree Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Dupree Financial Group’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	$3.86M	Buy	16,325 +205	+1%	+$47.1K	1.45%	33
2026 Q1	$3.47M	Sell	16,120 -188	-1%	-$41.9K	1.4%	30
2025 Q4	$3.58M	Sell	16,308 -962	-6%	-$210K	1.31%	29
2025 Q3	$3.73M	Buy	17,270 +369	+2%	+$77.5K	1.42%	26
2025 Q2	$3.46M	Sell	16,901 -95	-0.6%	-$18.4K	1.36%	29
2025 Q1	$3.3M	Sell	16,996 -164	-1%	-$32.6K	1.34%	24
2024 Q4	$3.36M	Sell	17,160 -525	-3%	-$105K	1.54%	24
2024 Q3	$3.5M	Sell	17,685 -763	-4%	-$145K	1.4%	27
2024 Q2	$3.37M	Buy	18,448 +4,492	+32%	+$808K	1.53%	22
2024 Q1	$2.55M	Buy	13,956 +430	+3%	+$75.5K	1.13%	28
2023 Q4	$2.3M	Buy	+13,526	New	+$2.18M	1.13%	26

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

Dupree Financial Group's VIG Position: Q2 2026 in Review

Dupree Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q2 2026, buying an estimated $47.1K and bringing the position to 16,325 shares worth $3.86M. The position accounts for 1.45% of the portfolio, ranked #33.

Dupree Financial Group first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Dupree Financial Group held 16,325 shares of Vanguard Dividend Appreciation ETF worth $3.86M as of Q2 2026.
Dupree Financial Group bought 205 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $47.1K.
Vanguard Dividend Appreciation ETF made up 1.45% of Dupree Financial Group's portfolio in Q2 2026, its #33 holding.
Dupree Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Dupree Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.