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Family CFO’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Family CFO’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 		$24.7M Sell
104,202
-66
-0.1% -$15.2K 9.49% 2
2026
Q1 		$22.4M Buy
104,268
+509
+0.5% +$113K 10.04% 2
2025
Q4 		$22.8M Buy
103,759
+13
+0% +$2.84K 10.2% 2
2025
Q3 		$22.4M Buy
103,746
+974
+0.9% +$205K 10.31% 2
2025
Q2 		$21M Buy
102,772
+1,116
+1% +$216K 10.53% 2
2025
Q1 		$19.7M Buy
101,656
+2,311
+2% +$460K 10.82% 2
2024
Q4 		$19.5M Buy
99,345
+3,234
+3% +$646K 10.71% 2
2024
Q3 		$19M Sell
96,111
-141
-0.1% -$26.8K 10.74% 2
2024
Q2 		$17.6M Sell
96,252
-140
-0.1% -$25.2K 10.82% 2
2024
Q1 		$17.6M Sell
96,392
-1,095
-1% -$192K 10.9% 2
2023
Q4 		$16.6M Buy
97,487
+661
+0.7% +$106K 10.71% 2
2023
Q3 		$15M Buy
96,826
+3,131
+3% +$508K 10.82% 2
2023
Q2 		$15.2M Sell
93,695
-1,695
-2% -$265K 10.74% 2
2023
Q1 		$14.7M Buy
95,390
+14,263
+18% +$2.19M 11.21% 2
2022
Q4 		$12.3M Buy
81,127
+3,234
+4% +$482K 11.06% 2
2022
Q3 		$10.5M Buy
77,893
+9,508
+14% +$1.41M 11.16% 2
2022
Q2 		$9.81M Buy
68,385
+192
+0.3% +$29.2K 10.72% 2
2022
Q1 		$11.1M Sell
68,193
-1,600
-2% -$258K 11.23% 2
2021
Q4 		$12M Buy
+69,793
New +$11.5M 11.57% 2

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Family CFO's VIG Position: Q2 2026 in Review

Family CFO reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.06% in Q2 2026, selling an estimated $15.2K and leaving 104,202 shares worth $24.7M. The position accounts for 9.49% of the portfolio, ranked #2.

Family CFO first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Family CFO held 104,202 shares of Vanguard Dividend Appreciation ETF worth $24.7M as of Q2 2026.
  • Family CFO sold 66 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $15.2K.
  • Vanguard Dividend Appreciation ETF made up 9.49% of Family CFO's portfolio in Q2 2026, its #2 holding.
  • Family CFO first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Family CFO's 13F filing for Q2 2026, filed 20 Jul 2026.