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

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

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. 2,591 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.
2,591 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.