FPW
VIG icon

Flagship Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Flagship Private Wealth’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 		$384K Buy
1,624
+2
+0.1% +$459 0.14% 82
2026
Q1 		$349K Sell
1,622
-408
-20% -$91K 0.14% 83
2025
Q4 		$446K Buy
2,030
+5
+0.2% +$1.09K 0.18% 73
2025
Q3 		$437K Sell
2,025
-774
-28% -$163K 0.18% 71
2025
Q2 		$573K Sell
2,799
-693
-20% -$134K 0.24% 56
2025
Q1 		$677K Sell
3,492
-1,213
-26% -$241K 0.32% 51
2024
Q4 		$921K Buy
4,705
+10
+0.2% +$2K 0.44% 44
2024
Q3 		$930K Buy
4,695
+151
+3% +$28.8K 0.48% 42
2024
Q2 		$829K Hold
4,544
– – 0.49% 38
2024
Q1 		$830K Buy
4,544
+5
+0.1% +$878 0.54% 41
2023
Q4 		$773K Buy
4,539
+10
+0.2% +$1.61K 0.6% 35
2023
Q3 		$704K Buy
4,529
+5
+0.1% +$811 0.62% 35
2023
Q2 		$735K Sell
4,524
-3
-0.1% -$470 0.61% 37
2023
Q1 		$697K Sell
4,527
-130
-3% -$19.9K 0.62% 33
2022
Q4 		$707K Sell
4,657
-129
-3% -$19.2K 0.66% 32
2022
Q3 		$647K Sell
4,786
-106
-2% -$15.8K 0.67% 33
2022
Q2 		$702K Buy
4,892
+5
+0.1% +$761 0.68% 31
2022
Q1 		$793K Sell
4,887
-1,269
-21% -$205K 0.65% 33
2021
Q4 		$1.06M Buy
6,156
+7
+0.1% +$1.15K 0.77% 31
2021
Q3 		$945K Buy
6,149
+7
+0.1% +$1.12K 0.76% 31
2021
Q2 		$966K Buy
6,142
+10
+0.2% +$1.53K 0.73% 29
2021
Q1 		$920K Buy
6,132
+8
+0.1% +$1.14K 0.77% 26
2020
Q4 		$843K Buy
+6,124
New +$830K 0.78% 25

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 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

Flagship Private Wealth's VIG Position: Q2 2026 in Review

Flagship Private Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.12% in Q2 2026, buying an estimated $459 and bringing the position to 1,624 shares worth $384K. The position accounts for 0.14% of the portfolio, ranked #82.

Flagship Private Wealth first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.06M in Q4 2021. 1,559 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Flagship Private Wealth held 1,624 shares of Vanguard Dividend Appreciation ETF worth $384K as of Q2 2026.
  • Flagship Private Wealth bought 2 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $459.
  • Vanguard Dividend Appreciation ETF made up 0.14% of Flagship Private Wealth's portfolio in Q2 2026, its #82 holding.
  • Flagship Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
  • Flagship Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $1.06M in Q4 2021.
  • 1,559 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.