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Fermata Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fermata Advisors’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 		$311K Sell
1,312
-81
-6% -$18.6K 0.06% 197
2026
Q1 		$300K Buy
1,393
+451
+48% +$101K 0.07% 190
2025
Q4 		$207K Buy
942
+3
+0.3% +$655 0.05% 207
2025
Q3 		$203K Buy
+939
New +$197K 0.05% 203
2025
Q2 		– Sell
-2,228
Closed -$432K – 294
2025
Q1 		$432K Buy
2,228
+255
+13% +$50.7K 0.08% 172
2024
Q4 		$386K Buy
1,973
+1
+0.1% +$200 0.07% 173
2024
Q3 		$391K Buy
1,972
+395
+25% +$75.2K 0.08% 148
2024
Q2 		$288K Hold
1,577
– – 0.07% 169
2024
Q1 		$288K Buy
1,577
+4
+0.3% +$703 0.06% 168
2023
Q4 		$268K Sell
1,573
-105
-6% -$16.9K 0.06% 145
2023
Q3 		$261K Buy
+1,678
New +$272K 0.07% 132
2023
Q1 		– Sell
-1,754
Closed -$266K – 137
2022
Q4 		$266K Buy
1,754
+37
+2% +$5.51K 0.08% 117
2022
Q3 		$232K Sell
1,717
-1,237
-42% -$184K 0.08% 121
2022
Q2 		$424K Sell
2,954
-163
-5% -$24.8K 0.15% 105
2022
Q1 		$505K Sell
3,117
-342
-10% -$55.2K 0.19% 92
2021
Q4 		$594K Sell
3,459
-928
-21% -$153K 0.22% 84
2021
Q3 		$674K Sell
4,387
-625
-12% -$99.6K 0.3% 61
2021
Q2 		$776K Buy
+5,012
New +$769K 0.45% 52

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
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
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
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Fermata Advisors's VIG Position: Q2 2026 in Review

Fermata Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.8% in Q2 2026, selling an estimated $18.6K and leaving 1,312 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #197.

Fermata Advisors first reported a position in VIG in Q2 2021 and has held it in 18 quarters since. The position peaked at $776K in Q2 2021. 488 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Fermata Advisors held 1,312 shares of Vanguard Dividend Appreciation ETF worth $311K as of Q2 2026.
  • Fermata Advisors sold 81 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $18.6K.
  • Vanguard Dividend Appreciation ETF made up 0.06% of Fermata Advisors's portfolio in Q2 2026, its #197 holding.
  • Fermata Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 18 quarters since.
  • Fermata Advisors's Vanguard Dividend Appreciation ETF position peaked at $776K in Q2 2021.
  • 488 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.