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Fingerlakes Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fingerlakes Wealth Management’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 		$545K Buy
2,304
+10
+0.4% +$2.3K 0.29% 63
2026
Q1 		$493K Buy
2,294
+9
+0.4% +$2.01K 0.33% 62
2025
Q4 		$502K Buy
2,285
+16
+0.7% +$3.5K 0.32% 61
2025
Q3 		$490K Buy
2,269
+9
+0.4% +$1.89K 0.32% 61
2025
Q2 		$462K Sell
2,260
-2
-0.1% -$388 0.35% 59
2025
Q1 		$439K Buy
2,262
+11
+0.5% +$2.19K 0.37% 57
2024
Q4 		$441K Buy
2,251
+20
+0.9% +$3.99K 0.36% 61
2024
Q3 		$442K Buy
2,231
+11
+0.5% +$2.09K 0.37% 61
2024
Q2 		$405K Sell
2,220
-2
-0.1% -$360 0.36% 61
2024
Q1 		$406K Buy
2,222
+8
+0.4% +$1.41K 0.39% 62
2023
Q4 		$377K Sell
2,214
-27
-1% -$4.34K 0.41% 61
2023
Q3 		$348K Buy
2,241
+11
+0.5% +$1.78K 0.43% 61
2023
Q2 		$362K Sell
2,230
-2
-0.1% -$313 0.41% 63
2023
Q1 		$344K Buy
2,232
+11
+0.5% +$1.69K 0.43% 65
2022
Q4 		$337K Buy
2,221
+12
+0.5% +$1.79K 0.46% 68
2022
Q3 		$299K Sell
2,209
-12
-0.5% -$1.79K 0.44% 68
2022
Q2 		$319K Buy
2,221
+131
+6% +$19.9K 0.44% 67
2022
Q1 		$339K Buy
2,090
+10
+0.5% +$1.61K 0.4% 67
2021
Q4 		$357K Buy
+2,080
New +$343K 0.4% 65

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
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Fingerlakes Wealth Management's VIG Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.44% in Q2 2026, buying an estimated $2.3K and bringing the position to 2,304 shares worth $545K. The position accounts for 0.29% of the portfolio, ranked #63.

Fingerlakes Wealth Management first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Fingerlakes Wealth Management held 2,304 shares of Vanguard Dividend Appreciation ETF worth $545K as of Q2 2026.
  • Fingerlakes Wealth Management bought 10 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.3K.
  • Vanguard Dividend Appreciation ETF made up 0.29% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Fingerlakes Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • 984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.