Fiduciary Alliance’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fiduciary Alliance’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	$3.29M	Buy	13,904 +171	+1%	+$39.3K	0.22%	124
2026 Q1	$3.08M	Sell	13,733 -525	-4%	-$117K	0.19%	128
2025 Q4	$3.13M	Sell	14,258 -1,184	-8%	-$259K	0.2%	122
2025 Q3	$3.33M	Buy	15,442 +6,105	+65%	+$1.28M	0.22%	101
2025 Q2	$1.91M	Buy	9,337 +4,572	+96%	+$886K	0.14%	143
2025 Q1	$924K	Buy	4,765 +226	+5%	+$44.9K	0.09%	174
2024 Q4	$889K	Buy	4,539 +353	+8%	+$70.5K	0.09%	171
2024 Q3	$829K	Buy	4,186 +983	+31%	+$187K	0.11%	121
2024 Q2	$587K	Sell	3,203 -44	-1%	-$7.92K	0.1%	115
2024 Q1	$589K	Sell	3,247 -696	-18%	-$122K	0.1%	112
2023 Q4	$672K	Buy	3,943 +130	+3%	+$20.9K	0.13%	95
2023 Q3	$592K	Buy	3,813 +711	+23%	+$115K	0.14%	98
2023 Q2	$504K	Buy	3,102 +789	+34%	+$124K	0.11%	104
2023 Q1	$356K	Hold	2,313	–	–	0.09%	109
2022 Q4	$351K	Buy	+2,313	New	+$345K	0.09%	105

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

Fiduciary Alliance's VIG Position: Q2 2026 in Review

Fiduciary Alliance increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.2% in Q2 2026, buying an estimated $39.3K and bringing the position to 13,904 shares worth $3.29M. The position accounts for 0.22% of the portfolio, ranked #124.

Fiduciary Alliance first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.33M in Q3 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Fiduciary Alliance held 13,904 shares of Vanguard Dividend Appreciation ETF worth $3.29M as of Q2 2026.
Fiduciary Alliance bought 171 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $39.3K.
Vanguard Dividend Appreciation ETF made up 0.22% of Fiduciary Alliance's portfolio in Q2 2026, its #124 holding.
Fiduciary Alliance first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
Fiduciary Alliance's Vanguard Dividend Appreciation ETF position peaked at $3.33M in Q3 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.