FIC
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Family Investment Center’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Family Investment Center’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 		$16M Sell
67,575
-1,588
-2% -$365K 2.66% 11
2026
Q1 		$14.9M Sell
69,163
-1,612
-2% -$359K 2.86% 10
2025
Q4 		$15.6M Sell
70,775
-2,116
-3% -$462K 3.14% 10
2025
Q3 		$15.7M Sell
72,891
-1,244
-2% -$261K 3.27% 10
2025
Q2 		$15.2M Sell
74,135
-2,637
-3% -$511K 3.44% 9
2025
Q1 		$14.9M Sell
76,772
-380
-0.5% -$75.6K 3.64% 7
2024
Q4 		$15.1M Sell
77,152
-6
-0% -$1.2K 3.83% 10
2024
Q3 		$15.3M Sell
77,158
-734
-0.9% -$140K 3.84% 10
2024
Q2 		$14.2M Buy
77,892
+826
+1% +$149K 4.25% 9
2024
Q1 		$14.1M Sell
77,066
-184,915
-71% -$32.5M 4.53% 9
2023
Q4 		$44.6M Buy
261,981
+2,481
+1% +$399K 22.44% 1
2023
Q3 		$40.3M Buy
259,500
+48,734
+23% +$7.9M 24.35% 1
2023
Q2 		$34.2M Buy
210,766
+7,515
+4% +$1.18M 21.91% 1
2023
Q1 		$31.3M Buy
203,251
+5,457
+3% +$836K 21.5% 1
2022
Q4 		$30M Buy
+197,794
New +$29.5M 21.9% 1

Other funds holding VIG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 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

Family Investment Center's VIG Position: Q2 2026 in Review

Family Investment Center reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.3% in Q2 2026, selling an estimated $365K and leaving 67,575 shares worth $16M. The position accounts for 2.66% of the portfolio, ranked #11.

Family Investment Center first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $44.6M in Q4 2023. 1,827 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Family Investment Center held 67,575 shares of Vanguard Dividend Appreciation ETF worth $16M as of Q2 2026.
  • Family Investment Center sold 1,588 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $365K.
  • Vanguard Dividend Appreciation ETF made up 2.66% of Family Investment Center's portfolio in Q2 2026, its #11 holding.
  • Family Investment Center first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
  • Family Investment Center's Vanguard Dividend Appreciation ETF position peaked at $44.6M in Q4 2023.
  • 1,827 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.