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Frisch Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Frisch Financial Group’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 		$781K Buy
3,301
+12
+0.4% +$2.75K 0.13% 86
2026
Q1 		$707K Sell
3,289
-223
-6% -$49.7K 0.15% 82
2025
Q4 		$772K Buy
3,512
+27
+0.8% +$5.9K 0.17% 70
2025
Q3 		$755K Buy
3,485
+14
+0.4% +$2.94K 0.18% 70
2025
Q2 		$713K Hold
3,471
– – 0.17% 69
2025
Q1 		$673K Buy
3,471
+8
+0.2% +$1.59K 0.19% 59
2024
Q4 		$678K Buy
3,463
+28
+0.8% +$5.59K 0.21% 57
2024
Q3 		$683K Buy
3,435
+16
+0.5% +$3.05K 0.21% 54
2024
Q2 		$624K Hold
3,419
– – 0.19% 58
2024
Q1 		$624K Buy
3,419
+9
+0.3% +$1.58K 0.21% 53
2023
Q4 		$581K Buy
3,410
+38
+1% +$6.11K 0.22% 55
2023
Q3 		$524K Sell
3,372
-387
-10% -$62.7K 0.21% 58
2023
Q2 		$611K Sell
3,759
-415
-10% -$65K 0.29% 53
2023
Q1 		$643K Sell
4,174
-65
-2% -$9.96K 0.25% 56
2022
Q4 		$644K Buy
4,239
+56
+1% +$8.35K 0.24% 61
2022
Q3 		$565K Buy
4,183
+19
+0.5% +$2.83K 0.24% 60
2022
Q2 		$597K Buy
4,164
+19
+0.5% +$2.89K 0.23% 59
2022
Q1 		$672K Buy
4,145
+17
+0.4% +$2.74K 0.22% 65
2021
Q4 		$709K Buy
4,128
+17
+0.4% +$2.8K 0.22% 65
2021
Q3 		$631K Buy
4,111
+17
+0.4% +$2.71K 0.21% 65
2021
Q2 		$634K Buy
4,094
+17
+0.4% +$2.61K 0.2% 66
2021
Q1 		$600K Buy
4,077
+13
+0.3% +$1.85K 0.2% 66
2020
Q4 		$574K Buy
4,064
+34
+0.8% +$4.61K 0.21% 59
2020
Q3 		$518K Buy
4,030
+19
+0.5% +$2.39K 0.23% 53
2020
Q2 		$470K Buy
4,011
+18
+0.5% +$2.05K 0.22% 53
2020
Q1 		$413K Buy
3,993
+221
+6% +$26.4K 0.24% 58
2019
Q4 		$470K Buy
3,772
+18
+0.5% +$2.18K 0.22% 61
2019
Q3 		$449K Buy
+3,754
New +$443K 0.27% 57

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Frisch Financial Group's VIG Position: Q2 2026 in Review

Frisch Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.36% in Q2 2026, buying an estimated $2.75K and bringing the position to 3,301 shares worth $781K. The position accounts for 0.13% of the portfolio, ranked #86.

Frisch Financial Group first reported a position in VIG in Q3 2019 and has held it in 28 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Frisch Financial Group held 3,301 shares of Vanguard Dividend Appreciation ETF worth $781K as of Q2 2026.
  • Frisch Financial Group bought 12 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.75K.
  • Vanguard Dividend Appreciation ETF made up 0.13% of Frisch Financial Group's portfolio in Q2 2026, its #86 holding.
  • Frisch Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q3 2019 and has held it in 28 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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