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

Everest 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 		$612K Buy
2,587
+11
+0.4% +$2.53K 0.08% 129
2026
Q1 		$554K Buy
+2,576
New +$574K 0.09% 122

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Everest Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.43% in Q2 2026, buying an estimated $2.53K and bringing the position to 2,587 shares worth $612K. The position accounts for 0.08% of the portfolio, ranked #129.

Everest Financial Group first reported a position in VIG in Q1 2026 and has held it in 2 quarters since. 2,576 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Everest Financial Group held 2,587 shares of Vanguard Dividend Appreciation ETF worth $612K as of Q2 2026.
  • Everest Financial Group bought 11 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.53K.
  • Vanguard Dividend Appreciation ETF made up 0.08% of Everest Financial Group's portfolio in Q2 2026, its #129 holding.
  • Everest Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,576 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.