Fiduciary Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fiduciary 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	$6.52M	Sell	27,571 -415	-1%	-$95.3K	0.74%	29
2026 Q1	$6.02M	Sell	27,986 -644	-2%	-$144K	0.8%	24
2025 Q4	$6.29M	Sell	28,630 -188	-0.7%	-$41.1K	0.89%	24
2025 Q3	$6.22M	Sell	28,818 -879	-3%	-$185K	0.98%	23
2025 Q2	$6.12M	Sell	29,697 -72	-0.2%	-$14K	1.11%	23
2025 Q1	$5.41M	Buy	29,769 +212	+0.7%	+$42.2K	1.18%	22
2024 Q4	$5.7M	Sell	29,557 -970	-3%	-$194K	1.24%	18
2024 Q3	$6.01M	Sell	30,527 -231	-0.8%	-$44K	1.38%	17
2024 Q2	$5.86M	Buy	+30,758	New	+$5.54M	1.41%	15

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fiduciary Financial Group's VIG Position: Q2 2026 in Review

Fiduciary Financial Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.5% in Q2 2026, selling an estimated $95.3K and leaving 27,571 shares worth $6.52M. The position accounts for 0.74% of the portfolio, ranked #29.

Fiduciary Financial Group first reported a position in VIG in Q2 2024 and has held it in 9 quarters since. 1,330 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Fiduciary Financial Group held 27,571 shares of Vanguard Dividend Appreciation ETF worth $6.52M as of Q2 2026.
Fiduciary Financial Group sold 415 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $95.3K.
Vanguard Dividend Appreciation ETF made up 0.74% of Fiduciary Financial Group's portfolio in Q2 2026, its #29 holding.
Fiduciary Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 9 quarters since.
1,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.