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

Everhart 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 		$1.24M Sell
5,226
-12,870
-71% -$2.96M 0.08% 135
2026
Q1 		$3.89M Buy
18,096
+12,406
+218% +$2.77M 0.33% 43
2025
Q4 		$1.25M Buy
5,690
+16
+0.3% +$3.5K 0.12% 121
2025
Q3 		$1.22M Sell
5,674
-376
-6% -$79K 0.12% 111
2025
Q2 		$1.24M Buy
6,050
+4,206
+228% +$815K 0.14% 98
2025
Q1 		$358K Sell
1,844
-9
-0.5% -$1.79K 0.05% 260
2024
Q4 		$363K Hold
1,853
– – 0.07% 237
2024
Q3 		$367K Buy
+1,853
New +$353K 0.08% 235

Other funds holding VIG

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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

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

Everhart Financial Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 71% in Q2 2026, selling an estimated $2.96M and leaving 5,226 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #135.

Everhart Financial Group first reported a position in VIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.89M in Q1 2026. 533 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Everhart Financial Group held 5,226 shares of Vanguard Dividend Appreciation ETF worth $1.24M as of Q2 2026.
  • Everhart Financial Group sold 12,870 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.96M.
  • Vanguard Dividend Appreciation ETF made up 0.08% of Everhart Financial Group's portfolio in Q2 2026, its #135 holding.
  • Everhart Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 8 quarters since.
  • Everhart Financial Group's Vanguard Dividend Appreciation ETF position peaked at $3.89M in Q1 2026.
  • 533 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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