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

Ehrlich 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 		$5.01M Buy
21,158
+511
+2% +$117K 2.57% 7
2026
Q1 		$4.44M Buy
20,647
+3,320
+19% +$740K 2.55% 9
2025
Q4 		$3.81M Buy
17,327
+6,397
+59% +$1.4M 2.17% 11
2025
Q3 		$2.36M Sell
10,930
-265
-2% -$55.6K 1.4% 21
2025
Q2 		$2.29M Sell
11,195
-6,727
-38% -$1.3M 1.48% 21
2025
Q1 		$3.48M Sell
17,922
-265
-1% -$52.7K 2.53% 7
2024
Q4 		$3.56M Buy
18,187
+25
+0.1% +$4.99K 2.53% 9
2024
Q3 		$3.6M Sell
18,162
-417
-2% -$79.4K 2.57% 11
2024
Q2 		$3.39M Buy
18,579
+571
+3% +$103K 2.68% 11
2024
Q1 		$3.29M Sell
18,008
-1,133
-6% -$199K 2.77% 10
2023
Q4 		$3.26M Buy
+19,141
New +$3.08M 3.27% 6

Other funds holding VIG

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
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
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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

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

Ehrlich Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.5% in Q2 2026, buying an estimated $117K and bringing the position to 21,158 shares worth $5.01M. The position accounts for 2.57% of the portfolio, ranked #7.

Ehrlich Financial Group first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Ehrlich Financial Group held 21,158 shares of Vanguard Dividend Appreciation ETF worth $5.01M as of Q2 2026.
  • Ehrlich Financial Group bought 511 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $117K.
  • Vanguard Dividend Appreciation ETF made up 2.57% of Ehrlich Financial Group's portfolio in Q2 2026, its #7 holding.
  • Ehrlich Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
  • 984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.