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

Ethos 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	$1.53M	Buy	6,429 +129	+2%	+$29.6K	0.1%	173
2026 Q1	$1.35M	Sell	6,300 -12	-0.2%	-$2.67K	0.1%	170
2025 Q4	$1.39M	Buy	6,312 +442	+8%	+$96.6K	0.1%	167
2025 Q3	$1.27M	Sell	5,870 -18	-0.3%	-$3.78K	0.1%	158
2025 Q2	$1.21M	Sell	5,888 -3,916	-40%	-$759K	0.1%	156
2025 Q1	$1.92M	Buy	9,804 +34	+0.3%	+$6.76K	0.18%	117
2024 Q4	$1.91M	Buy	9,770 +199	+2%	+$39.7K	0.25%	76
2024 Q3	$1.9M	Buy	9,571 +1,191	+14%	+$227K	0.31%	57
2024 Q2	$1.54M	Sell	8,380 -403	-5%	-$72.5K	0.27%	60
2024 Q1	$1.6M	Buy	8,783 +118	+1%	+$20.7K	0.3%	57
2023 Q4	$1.48M	Buy	8,665 +548	+7%	+$88.2K	0.31%	53
2023 Q3	$1.27M	Buy	8,117 +488	+6%	+$79.1K	0.33%	50
2023 Q2	$1.17M	Hold	7,629	–	–	0.4%	42
2023 Q1	$1.17M	Buy	7,629 +307	+4%	+$47K	0.37%	45
2022 Q4	$1.17M	Buy	+7,322	New	+$1.09M	0.39%	43

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

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

Ethos Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2% in Q2 2026, buying an estimated $29.6K and bringing the position to 6,429 shares worth $1.53M. The position accounts for 0.1% of the portfolio, ranked #173.

Ethos Financial Group first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.92M in Q1 2025. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Ethos Financial Group held 6,429 shares of Vanguard Dividend Appreciation ETF worth $1.53M as of Q2 2026.
Ethos Financial Group bought 129 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $29.6K.
Vanguard Dividend Appreciation ETF made up 0.1% of Ethos Financial Group's portfolio in Q2 2026, its #173 holding.
Ethos Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
Ethos Financial Group's Vanguard Dividend Appreciation ETF position peaked at $1.92M in Q1 2025.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.