FGG
VIG icon

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

Financial Guidance 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 		$3.65M Sell
15,443
-938
-6% -$215K 1.37% 25
2026
Q1 		$3.52M Sell
16,381
-47
-0.3% -$10.5K 1.42% 26
2025
Q4 		$3.61M Hold
16,428
– – 1.48% 26
2025
Q3 		$3.54M Sell
16,428
-444
-3% -$93.2K 1.59% 23
2025
Q2 		$3.45M Sell
16,872
-30
-0.2% -$5.82K 1.68% 22
2025
Q1 		$3.28M Sell
16,902
-35
-0.2% -$6.96K 1.77% 19
2024
Q4 		$3.32M Sell
16,937
-665
-4% -$133K 1.82% 20
2024
Q3 		$3.49M Sell
17,602
-2,164
-11% -$412K 2.03% 16
2024
Q2 		$3.61M Sell
19,766
-2,639
-12% -$475K 2.22% 13
2024
Q1 		$4.09M Buy
22,405
+75
+0.3% +$13.2K 2.66% 14
2023
Q4 		$3.81M Sell
22,330
-280
-1% -$45.1K 2.64% 14
2023
Q3 		$3.51M Buy
22,610
+905
+4% +$147K 2.64% 14
2023
Q2 		$3.53M Sell
21,705
-140
-0.6% -$21.9K 2.59% 14
2023
Q1 		$3.36M Sell
21,845
-595
-3% -$91.2K 2.56% 16
2022
Q4 		$3.41M Sell
22,440
-945
-4% -$141K 2.77% 15
2022
Q3 		$3.16M Hold
23,385
– – 2.53% 16
2022
Q2 		$3.35M Sell
23,385
-410
-2% -$62.4K 2.64% 15
2022
Q1 		$3.86M Buy
+23,795
New +$3.84M 2.65% 13

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Financial Guidance Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.7% in Q2 2026, selling an estimated $215K and leaving 15,443 shares worth $3.65M. The position accounts for 1.37% of the portfolio, ranked #25.

Financial Guidance Group first reported a position in VIG in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.09M in Q1 2024. 1,379 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Financial Guidance Group held 15,443 shares of Vanguard Dividend Appreciation ETF worth $3.65M as of Q2 2026.
  • Financial Guidance Group sold 938 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $215K.
  • Vanguard Dividend Appreciation ETF made up 1.37% of Financial Guidance Group's portfolio in Q2 2026, its #25 holding.
  • Financial Guidance Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 18 quarters since.
  • Financial Guidance Group's Vanguard Dividend Appreciation ETF position peaked at $4.09M in Q1 2024.
  • 1,379 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.