Gallagher Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gallagher Capital Advisors’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	$344K	Sell	1,453 -1,116	-43%	-$256K	0.2%	57
2026 Q1	$411K	Buy	2,569 +908	+55%	+$202K	0.28%	49
2025 Q4	$366K	Buy	1,661 +558	+51%	+$122K	0.24%	52
2025 Q3	$877K	Sell	1,103 -611	-36%	-$128K	0.5%	35
2025 Q2	$357K	Sell	1,714 -106	-6%	-$20.5K	0.29%	49
2025 Q1	$353K	Sell	1,820 -8	-0.4%	-$1.59K	0.27%	47
2024 Q4	$358K	Buy	+1,828	New	+$365K	0.26%	48

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Gallagher Capital Advisors's VIG Position: Q2 2026 in Review

Gallagher Capital Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 43% in Q2 2026, selling an estimated $256K and leaving 1,453 shares worth $344K. The position accounts for 0.2% of the portfolio, ranked #57.

Gallagher Capital Advisors first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $877K in Q3 2025. 1,613 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Gallagher Capital Advisors held 1,453 shares of Vanguard Dividend Appreciation ETF worth $344K as of Q2 2026.
Gallagher Capital Advisors sold 1,116 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $256K.
Vanguard Dividend Appreciation ETF made up 0.2% of Gallagher Capital Advisors's portfolio in Q2 2026, its #57 holding.
Gallagher Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
Gallagher Capital Advisors's Vanguard Dividend Appreciation ETF position peaked at $877K in Q3 2025.
1,613 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.