Elevated Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Elevated Capital Advisors’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	$413K	Buy	1,747 +282	+19%	+$64.8K	0.11%	149
2026 Q1	$315K	Buy	1,465 +290	+25%	+$64.7K	0.08%	215
2025 Q4	$258K	Sell	1,175 -303	-21%	-$66.2K	0.06%	245
2025 Q3	$319K	Sell	1,478 -555	-27%	-$117K	0.08%	233
2025 Q2	$394K	Hold	2,033	–	–	0.11%	209
2025 Q1	$394K	Buy	2,033 +62	+3%	+$12.3K	0.11%	209
2024 Q4	$386K	Sell	1,971 -35	-2%	-$6.99K	0.11%	213
2024 Q3	$397K	Buy	2,006 +262	+15%	+$49.9K	0.11%	223
2024 Q2	$318K	Buy	+1,744	New	+$314K	0.09%	198

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

Elevated Capital Advisors's VIG Position: Q2 2026 in Review

Elevated Capital Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 19% in Q2 2026, buying an estimated $64.8K and bringing the position to 1,747 shares worth $413K. The position accounts for 0.11% of the portfolio, ranked #149.

Elevated Capital Advisors first reported a position in VIG in Q2 2024 and has held it in 9 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Elevated Capital Advisors held 1,747 shares of Vanguard Dividend Appreciation ETF worth $413K as of Q2 2026.
Elevated Capital Advisors bought 282 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $64.8K.
Vanguard Dividend Appreciation ETF made up 0.11% of Elevated Capital Advisors's portfolio in Q2 2026, its #149 holding.
Elevated Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 9 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.