Francis Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Francis Financial’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	$291K	Buy	1,229 +39	+3%	+$8.96K	0.05%	101
2026 Q1	$256K	Hold	1,190	–	–	0.05%	97
2025 Q4	$262K	Hold	1,190	–	–	0.05%	94
2025 Q3	$257K	Hold	1,190	–	–	0.05%	109
2025 Q2	$244K	Hold	1,190	–	–	0.06%	84
2025 Q1	$231K	Hold	1,190	–	–	0.06%	82
2024 Q4	$233K	Sell	1,190 -365	-23%	-$72.9K	0.06%	88
2024 Q3	$308K	Hold	1,555	–	–	0.08%	75
2024 Q2	$284K	Hold	1,555	–	–	0.09%	71
2024 Q1	$284K	Hold	1,555	–	–	0.09%	60
2023 Q4	$265K	Hold	1,555	–	–	0.11%	51
2023 Q3	$242K	Hold	1,555	–	–	0.13%	45
2023 Q2	$253K	Hold	1,555	–	–	0.14%	39
2023 Q1	$240K	Hold	1,555	–	–	0.16%	39
2022 Q4	$236K	Buy	+1,555	New	+$232K	0.22%	36

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

Francis Financial's VIG Position: Q2 2026 in Review

Francis Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.3% in Q2 2026, buying an estimated $8.96K and bringing the position to 1,229 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #101.

Francis Financial first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $308K in Q3 2024. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Francis Financial held 1,229 shares of Vanguard Dividend Appreciation ETF worth $291K as of Q2 2026.
Francis Financial bought 39 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $8.96K.
Vanguard Dividend Appreciation ETF made up 0.05% of Francis Financial's portfolio in Q2 2026, its #101 holding.
Francis Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
Francis Financial's Vanguard Dividend Appreciation ETF position peaked at $308K in Q3 2024.
2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.