Flagstone Financial Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Flagstone Financial 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	$755K	Hold	3,190	–	–	0.17%	35
2026 Q1	$686K	Sell	3,190 -141	-4%	-$31.4K	0.17%	35
2025 Q4	$732K	Sell	3,331 -573	-15%	-$125K	0.19%	35
2025 Q3	$842K	Sell	3,904 -204	-5%	-$42.8K	0.22%	30
2025 Q2	$841K	Hold	4,108	–	–	0.24%	28
2025 Q1	$797K	Hold	4,108	–	–	0.26%	27
2024 Q4	$804K	Sell	4,108 -926	-18%	-$185K	0.27%	23
2024 Q3	$997K	Hold	5,034	–	–	0.33%	21
2024 Q2	$919K	Sell	5,034 -142	-3%	-$25.6K	0.34%	20
2024 Q1	$945K	Hold	5,176	–	–	0.37%	22
2023 Q4	$882K	Hold	5,176	–	–	0.36%	23
2023 Q3	$804K	Sell	5,176 -652	-11%	-$106K	0.37%	20
2023 Q2	$947K	Sell	5,828 -300	-5%	-$47K	0.44%	21
2023 Q1	$944K	Sell	6,128 -788	-11%	-$121K	0.47%	20
2022 Q4	$1.05M	Buy	+6,916	New	+$1.03M	0.64%	17

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

Flagstone Financial Management's VIG Position: Q2 2026 in Review

Flagstone Financial Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 3,190 shares worth $755K. The position accounts for 0.17% of the portfolio, ranked #35.

Flagstone Financial Management first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.05M in Q4 2022. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Flagstone Financial Management held 3,190 shares of Vanguard Dividend Appreciation ETF worth $755K as of Q2 2026.
Flagstone Financial Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.17% of Flagstone Financial Management's portfolio in Q2 2026, its #35 holding.
Flagstone Financial Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
Flagstone Financial Management's Vanguard Dividend Appreciation ETF position peaked at $1.05M in Q4 2022.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Flagstone Financial Management's 13F filing for Q2 2026, filed 21 Jul 2026.