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Dynamic Advisor Solutions’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Dynamic Advisor Solutions’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 		$5.84M Sell
24,681
-2,078
-8% -$477K 0.17% 144
2026
Q1 		$5.75M Buy
26,759
+228
+0.9% +$50.8K 0.18% 124
2025
Q4 		$5.83M Sell
26,531
-760
-3% -$166K 0.19% 121
2025
Q3 		$5.89M Buy
27,291
+1,501
+6% +$315K 0.17% 140
2025
Q2 		$5.28M Sell
25,790
-270
-1% -$52.3K 0.16% 150
2025
Q1 		$5.06M Buy
+26,060
New +$5.18M 0.17% 150
2024
Q4 		– Sell
-31,001
Closed -$6.14M – 886
2024
Q3 		$6.14M Sell
31,001
-3,633
-10% -$692K 0.18% 134
2024
Q2 		$6.32M Sell
34,634
-36
-0.1% -$6.48K 0.2% 122
2024
Q1 		$6.33M Buy
34,670
+2,231
+7% +$392K 0.21% 125
2023
Q4 		$5.47M Buy
32,439
+966
+3% +$155K 0.2% 140
2023
Q3 		$4.89M Sell
31,473
-664
-2% -$108K 0.23% 121
2023
Q2 		$5.22M Buy
32,137
+1,525
+5% +$239K 0.27% 108
2023
Q1 		$4.71M Sell
30,612
-3,201
-9% -$490K 0.28% 102
2022
Q4 		$5.13M Buy
33,813
+2,454
+8% +$366K 0.35% 71
2022
Q3 		$4.24M Sell
31,359
-3,695
-11% -$550K 0.32% 70
2022
Q2 		$5.03M Buy
35,054
+632
+2% +$96.2K 0.39% 58
2022
Q1 		$5.58M Buy
34,422
+6,673
+24% +$1.08M 0.39% 55
2021
Q4 		$4.77M Sell
27,749
-332
-1% -$54.7K 0.34% 69
2021
Q3 		$4.31M Buy
28,081
+1,272
+5% +$203K 0.32% 69
2021
Q2 		$4.15M Buy
26,809
+566
+2% +$86.9K 0.33% 71
2021
Q1 		$3.86M Sell
26,243
-1,664
-6% -$237K 0.36% 65
2020
Q4 		$3.94M Sell
27,907
-1,027
-4% -$139K 0.37% 70
2020
Q3 		$3.72M Buy
28,934
+3,813
+15% +$480K 0.42% 56
2020
Q2 		$2.94M Buy
25,121
+4,234
+20% +$482K 0.4% 64
2020
Q1 		$2.16M Buy
20,887
+3,760
+22% +$449K 0.39% 64
2019
Q4 		$2.13M Buy
17,127
+1,250
+8% +$151K 0.29% 92
2019
Q3 		$1.9M Buy
15,877
+776
+5% +$91.5K 0.29% 85
2019
Q2 		$1.74M Buy
15,101
+2,434
+19% +$273K 0.28% 95
2019
Q1 		$1.39M Sell
12,667
-3,033
-19% -$320K 0.26% 100
2018
Q4 		$1.62M Sell
15,700
-1,198
-7% -$125K 0.34% 86
2018
Q3 		$1.87M Buy
16,898
+355
+2% +$38.2K 0.39% 78
2018
Q2 		$1.68M Buy
16,543
+915
+6% +$93.3K 0.38% 81
2018
Q1 		$1.58M Buy
15,628
+10,864
+228% +$1.13M 0.41% 80
2017
Q4 		$486K Buy
4,764
+119
+3% +$11.7K 0.16% 154
2017
Q3 		$440K Sell
4,645
-518
-10% -$48.3K 0.17% 153
2017
Q2 		$478K Buy
5,163
+784
+18% +$71.9K 0.18% 142
2017
Q1 		$394K Sell
4,379
-1,167
-21% -$103K 0.15% 154
2016
Q4 		$472K Sell
5,546
-2,264
-29% -$190K 0.19% 137
2016
Q3 		$656K Buy
7,810
+1,754
+29% +$149K 0.25% 123
2016
Q2 		$504K Buy
6,056
+622
+11% +$50.8K 0.2% 123
2016
Q1 		$442K Sell
5,434
-593
-10% -$45.5K 0.19% 127
2015
Q4 		$469K Buy
6,027
+2,231
+59% +$174K 0.19% 132
2015
Q3 		$280K Buy
+3,796
New +$294K 0.14% 145

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Dynamic Advisor Solutions's VIG Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.8% in Q2 2026, selling an estimated $477K and leaving 24,681 shares worth $5.84M. The position accounts for 0.17% of the portfolio, ranked #144.

Dynamic Advisor Solutions first reported a position in VIG in Q3 2015 and has held it in 43 quarters since. The position peaked at $6.33M in Q1 2024. 533 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Dynamic Advisor Solutions held 24,681 shares of Vanguard Dividend Appreciation ETF worth $5.84M as of Q2 2026.
  • Dynamic Advisor Solutions sold 2,078 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $477K.
  • Vanguard Dividend Appreciation ETF made up 0.17% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #144 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Dividend Appreciation ETF in Q3 2015 and has held it in 43 quarters since.
  • Dynamic Advisor Solutions's Vanguard Dividend Appreciation ETF position peaked at $6.33M in Q1 2024.
  • 533 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.