Frederick Financial Consultants’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Frederick Financial Consultants’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	$6.44M	Buy	27,233 +38	+0.1%	+$8.73K	2.73%	10
2026 Q1	$5.85M	Sell	27,195 -450	-2%	-$100K	2.91%	10
2025 Q4	$6.08M	Sell	27,645 -617	-2%	-$135K	3.33%	9
2025 Q3	$6.1M	Sell	28,262 -379	-1%	-$79.6K	3.42%	8
2025 Q2	$5.86M	Buy	28,641 +908	+3%	+$176K	3.64%	8
2025 Q1	$5.38M	Buy	27,733 +48	+0.2%	+$9.54K	3.88%	8
2024 Q4	$5.42M	Buy	+27,685	New	+$5.53M	4.33%	7

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

Frederick Financial Consultants's VIG Position: Q2 2026 in Review

Frederick Financial Consultants increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.14% in Q2 2026, buying an estimated $8.73K and bringing the position to 27,233 shares worth $6.44M. The position accounts for 2.73% of the portfolio, ranked #10.

Frederick Financial Consultants first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 2,601 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Frederick Financial Consultants held 27,233 shares of Vanguard Dividend Appreciation ETF worth $6.44M as of Q2 2026.
Frederick Financial Consultants bought 38 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $8.73K.
Vanguard Dividend Appreciation ETF made up 2.73% of Frederick Financial Consultants's portfolio in Q2 2026, its #10 holding.
Frederick Financial Consultants first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
2,601 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.