Founders Financial Alliance’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Founders Financial Alliance’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	$2.66M	Buy	11,233 +1,327	+13%	+$305K	0.35%	68
2026 Q1	$2.13M	Sell	9,906 -67	-0.7%	-$14.9K	0.38%	58
2025 Q4	$2.19M	Buy	9,973 +363	+4%	+$79.3K	0.41%	51
2025 Q3	$2.07M	Sell	9,610 -47	-0.5%	-$9.87K	0.39%	55
2025 Q2	$1.98M	Buy	9,657 +228	+2%	+$44.2K	0.45%	52
2025 Q1	$1.83M	Buy	9,429 +1,186	+14%	+$236K	0.44%	49
2024 Q4	$1.61M	Buy	8,243 +302	+4%	+$60.3K	0.44%	48
2024 Q3	$1.57M	Buy	7,941 +101	+1%	+$19.2K	0.44%	47
2024 Q2	$1.43M	Buy	7,840 +148	+2%	+$26.6K	0.42%	51
2024 Q1	$1.4M	Buy	7,692 +383	+5%	+$67.3K	0.42%	53
2023 Q4	$1.25M	Buy	7,309 +407	+6%	+$65.5K	0.48%	42
2023 Q3	$1.07M	Buy	6,902 +376	+6%	+$61K	0.47%	45
2023 Q2	$1.06M	Buy	6,526 +718	+12%	+$112K	0.42%	54
2023 Q1	$909K	Buy	5,808 +117	+2%	+$17.9K	0.45%	59
2022 Q4	$864K	Buy	5,691 +162	+3%	+$24.1K	0.4%	66
2022 Q3	$747K	Buy	5,529 +5,233	+1,768%	+$779K	0.38%	69
2022 Q2	$43K	Sell	296 -5,274	-95%	-$803K	0.02%	349
2022 Q1	$903K	Buy	5,570 +13	+0.2%	+$2.1K	0.4%	62
2021 Q4	$954K	Buy	5,557 +14	+0.3%	+$2.31K	0.38%	65
2021 Q3	$851K	Sell	5,543 -628	-10%	-$100K	0.4%	63
2021 Q2	$954K	Buy	6,171 +352	+6%	+$54K	0.43%	56
2021 Q1	$860K	Buy	5,819 +826	+17%	+$118K	0.42%	58
2020 Q4	$705K	Buy	4,993 +1,075	+27%	+$146K	0.4%	65
2020 Q3	$505K	Buy	+3,918	New	+$493K	0.3%	71

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

Founders Financial Alliance's VIG Position: Q2 2026 in Review

Founders Financial Alliance increased its Vanguard Dividend Appreciation ETF (VIG) stake by 13% in Q2 2026, buying an estimated $305K and bringing the position to 11,233 shares worth $2.66M. The position accounts for 0.35% of the portfolio, ranked #68.

Founders Financial Alliance first reported a position in VIG in Q3 2020 and has held it in 24 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Founders Financial Alliance held 11,233 shares of Vanguard Dividend Appreciation ETF worth $2.66M as of Q2 2026.
Founders Financial Alliance bought 1,327 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $305K.
Vanguard Dividend Appreciation ETF made up 0.35% of Founders Financial Alliance's portfolio in Q2 2026, its #68 holding.
Founders Financial Alliance first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and has held it in 24 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.