Fountainhead AM’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fountainhead AM’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	$51.2K	Sell	216 -680	-76%	-$156K	0.04%	153
2026 Q1	$193K	Buy	896 +59	+7%	+$13.2K	0.17%	98
2025 Q4	$184K	Sell	837 -551	-40%	-$120K	0.27%	68
2025 Q3	$299K	Buy	1,388 +272	+24%	+$57.1K	0.04%	170
2025 Q2	$228K	Buy	1,116 +28	+3%	+$5.43K	0.03%	190
2025 Q1	$211K	Buy	1,088 +41	+4%	+$8.15K	0.03%	172
2024 Q4	$205K	Buy	1,047 +25	+2%	+$4.99K	0.04%	161
2024 Q3	$202K	Sell	1,022 -692	-40%	-$132K	0.04%	141
2024 Q2	$313K	Buy	1,714 +250	+17%	+$45K	0.07%	93
2024 Q1	$267K	Buy	+1,464	New	+$257K	0.07%	106

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

Fountainhead AM's VIG Position: Q2 2026 in Review

Fountainhead AM reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 76% in Q2 2026, selling an estimated $156K and leaving 216 shares worth $51.2K. The position accounts for 0.04% of the portfolio, ranked #153.

Fountainhead AM first reported a position in VIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $313K in Q2 2024. 2,586 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Fountainhead AM held 216 shares of Vanguard Dividend Appreciation ETF worth $51.2K as of Q2 2026.
Fountainhead AM sold 680 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $156K.
Vanguard Dividend Appreciation ETF made up 0.04% of Fountainhead AM's portfolio in Q2 2026, its #153 holding.
Fountainhead AM first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 10 quarters since.
Fountainhead AM's Vanguard Dividend Appreciation ETF position peaked at $313K in Q2 2024.
2,586 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.