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Financial Synergies Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Financial Synergies Wealth Advisors’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 		$204K Sell
861
-441
-34% -$101K 0.02% 114
2026
Q1 		$280K Hold
1,302
– – 0.03% 99
2025
Q4 		$286K Hold
1,302
– – 0.03% 92
2025
Q3 		$281K Buy
1,302
+17
+1% +$3.57K 0.03% 82
2025
Q2 		$263K Sell
1,285
-17
-1% -$3.29K 0.03% 84
2025
Q1 		$253K Hold
1,302
– – 0.03% 74
2024
Q4 		$255K Sell
1,302
-155
-11% -$30.9K 0.03% 65
2024
Q3 		$289K Buy
1,457
+267
+22% +$50.8K 0.04% 63
2024
Q2 		$218K Hold
1,190
– – 0.03% 66
2024
Q1 		$217K Sell
1,190
-68
-5% -$11.9K 0.03% 67
2023
Q4 		$191K Buy
1,258
+56
+5% +$9.01K 0.03% 66
2023
Q3 		$187K Hold
1,202
– – 0.03% 65
2023
Q2 		$196K Sell
1,202
-56
-4% -$8.77K 0.03% 65
2023
Q1 		$194K Hold
1,258
– – 0.03% 65
2022
Q4 		$191K Sell
1,258
-156
-11% -$23.3K 0.03% 66
2022
Q3 		$191K Buy
1,414
+513
+57% +$76.3K 0.03% 67
2022
Q2 		$129K Buy
+901
New +$137K 0.02% 75

Other funds holding VIG

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
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 $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Financial Synergies Wealth Advisors's VIG Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 34% in Q2 2026, selling an estimated $101K and leaving 861 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #114.

Financial Synergies Wealth Advisors first reported a position in VIG in Q2 2022 and has held it in 17 quarters since. The position peaked at $289K in Q3 2024. 1,073 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Financial Synergies Wealth Advisors held 861 shares of Vanguard Dividend Appreciation ETF worth $204K as of Q2 2026.
  • Financial Synergies Wealth Advisors sold 441 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $101K.
  • Vanguard Dividend Appreciation ETF made up 0.02% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Financial Synergies Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 17 quarters since.
  • Financial Synergies Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $289K in Q3 2024.
  • 1,073 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.