Financial Alternatives’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Financial Alternatives’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	$656K	Hold	2,773	–	–	0.32%	43
2026 Q1	$596K	Sell	2,773 -55	-2%	-$12.3K	0.32%	43
2025 Q4	$622K	Buy	2,828 +1	+0%	+$218	0.36%	44
2025 Q3	$610K	Sell	2,827 -192	-6%	-$40.3K	0.37%	43
2025 Q2	$618K	Hold	3,019	–	–	0.4%	40
2025 Q1	$586K	Hold	3,019	–	–	0.42%	38
2024 Q4	$591K	Sell	3,019 -127	-4%	-$25.4K	0.42%	40
2024 Q3	$623K	Sell	3,146 -8	-0.3%	-$1.52K	0.44%	38
2024 Q2	$576K	Hold	3,154	–	–	0.43%	41
2024 Q1	$576K	Sell	3,154 -133	-4%	-$23.4K	0.45%	37
2023 Q4	$560K	Hold	3,287	–	–	0.47%	38
2023 Q3	$511K	Sell	3,287 -14	-0.4%	-$2.27K	0.47%	37
2023 Q2	$536K	Hold	3,301	–	–	0.49%	38
2023 Q1	$508K	Sell	3,301 -275	-8%	-$42.1K	0.49%	40
2022 Q4	$543K	Buy	+3,576	New	+$533K	0.54%	38

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

Financial Alternatives's VIG Position: Q2 2026 in Review

Financial Alternatives held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,773 shares worth $656K. The position accounts for 0.32% of the portfolio, ranked #43.

Financial Alternatives first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Financial Alternatives held 2,773 shares of Vanguard Dividend Appreciation ETF worth $656K as of Q2 2026.
Financial Alternatives left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.32% of Financial Alternatives's portfolio in Q2 2026, its #43 holding.
Financial Alternatives first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.