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

Financial Consulate’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	$228K	Buy	964 +3	+0.3%	+$689	0.03%	145
2026 Q1	$207K	Buy	961 +4	+0.4%	+$892	0.03%	148
2025 Q4	$210K	Sell	957 -76	-7%	-$16.6K	0.03%	161
2025 Q3	$223K	Buy	+1,033	New	+$217K	0.03%	154

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 Consulate's VIG Position: Q2 2026 in Review

Financial Consulate increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.31% in Q2 2026, buying an estimated $689 and bringing the position to 964 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #145.

Financial Consulate first reported a position in VIG in Q3 2025 and has held it in 4 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Financial Consulate held 964 shares of Vanguard Dividend Appreciation ETF worth $228K as of Q2 2026.
Financial Consulate bought 3 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $689.
Vanguard Dividend Appreciation ETF made up 0.03% of Financial Consulate's portfolio in Q2 2026, its #145 holding.
Financial Consulate first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 4 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.