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Eagle Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Eagle Strategies’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 		$3.7M Buy
15,626
+718
+5% +$165K 0.37% 62
2026
Q1 		$3.21M Buy
14,908
+1,102
+8% +$246K 0.38% 63
2025
Q4 		$3.03M Buy
13,806
+1,619
+13% +$354K 0.39% 58
2025
Q3 		$2.63M Buy
12,187
+7,042
+137% +$1.48M 0.35% 64
2025
Q2 		$1.05M Sell
5,145
-23
-0.4% -$4.46K 0.16% 106
2025
Q1 		$1M Buy
5,168
+723
+16% +$144K 0.17% 104
2024
Q4 		$871K Buy
4,445
+78
+2% +$15.6K 0.15% 105
2024
Q3 		$865K Sell
4,367
-45
-1% -$8.57K 0.16% 101
2024
Q2 		$805K Sell
4,412
-39,611
-90% -$7.13M 0.15% 105
2024
Q1 		$8.04M Buy
44,023
+39,872
+961% +$7M 1.79% 9
2023
Q4 		$707K Buy
4,151
+39
+0.9% +$6.28K 0.15% 103
2023
Q3 		$639K Sell
4,112
-124
-3% -$20.1K 0.16% 105
2023
Q2 		$688K Buy
4,236
+18
+0.4% +$2.82K 0.17% 102
2023
Q1 		$650K Buy
4,218
+17
+0.4% +$2.6K 0.16% 97
2022
Q4 		$638K Sell
4,201
-292
-6% -$43.5K 0.19% 95
2022
Q3 		$607K Sell
4,493
-12
-0.3% -$1.79K 0.32% 61
2022
Q2 		$646K Sell
4,505
-560
-11% -$85.2K 0.24% 82
2022
Q1 		$821K Sell
5,065
-39,163
-89% -$6.32M 0.32% 61
2021
Q4 		$7.6M Buy
+44,228
New +$7.29M 2.96% 6

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Eagle Strategies's VIG Position: Q2 2026 in Review

Eagle Strategies increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.8% in Q2 2026, buying an estimated $165K and bringing the position to 15,626 shares worth $3.7M. The position accounts for 0.37% of the portfolio, ranked #62.

Eagle Strategies first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.04M in Q1 2024. 1,468 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Eagle Strategies held 15,626 shares of Vanguard Dividend Appreciation ETF worth $3.7M as of Q2 2026.
  • Eagle Strategies bought 718 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $165K.
  • Vanguard Dividend Appreciation ETF made up 0.37% of Eagle Strategies's portfolio in Q2 2026, its #62 holding.
  • Eagle Strategies first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • Eagle Strategies's Vanguard Dividend Appreciation ETF position peaked at $8.04M in Q1 2024.
  • 1,468 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.