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

Embree 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	$4.26M	Buy	18,017 +157	+0.9%	+$36K	0.43%	47
2026 Q1	$3.84M	Sell	17,860 -142	-0.8%	-$31.7K	0.45%	47
2025 Q4	$3.96M	Buy	18,002 +6	+0%	+$1.31K	0.49%	46
2025 Q3	$3.88M	Sell	17,996 -358	-2%	-$75.2K	0.52%	45
2025 Q2	$3.76M	Hold	18,354	–	–	0.57%	38
2025 Q1	$3.56M	Buy	18,354 +27	+0.1%	+$5.37K	0.6%	38
2024 Q4	$3.59M	Buy	18,327 +317	+2%	+$63.3K	0.61%	32
2024 Q3	$3.57M	Buy	18,010 +50	+0.3%	+$9.52K	0.64%	34
2024 Q2	$3.28M	Hold	17,960	–	–	0.63%	37
2024 Q1	$3.28M	Sell	17,960 -411	-2%	-$72.2K	0.64%	34
2023 Q4	$3.13M	Buy	+18,371	New	+$2.96M	0.66%	35

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

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

Embree Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.88% in Q2 2026, buying an estimated $36K and bringing the position to 18,017 shares worth $4.26M. The position accounts for 0.43% of the portfolio, ranked #47.

Embree Financial Group first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Embree Financial Group held 18,017 shares of Vanguard Dividend Appreciation ETF worth $4.26M as of Q2 2026.
Embree Financial Group bought 157 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $36K.
Vanguard Dividend Appreciation ETF made up 0.43% of Embree Financial Group's portfolio in Q2 2026, its #47 holding.
Embree Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.