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

Gimbal 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	$476K	Buy	+2,014	New	+$462K	0.29%	27
2025 Q3	$514K	Sell	2,384 -152	-6%	-$31.9K	0.31%	28
2025 Q2	$519K	Sell	2,536 -269	-10%	-$52.1K	0.32%	23
2025 Q1	$544K	Buy	2,805 +2	+0.1%	+$398	0.49%	19
2024 Q4	$549K	Sell	2,803 -584	-17%	-$117K	0.45%	21
2024 Q3	$670K	Sell	3,387 -9	-0.3%	-$1.71K	0.44%	20
2024 Q2	$631K	Sell	3,396 -143	-4%	-$25.7K	0.46%	19
2024 Q1	$646K	Sell	3,539 -126	-3%	-$22.1K	0.53%	18
2023 Q4	$625K	Buy	+3,665	New	+$590K	0.63%	17

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

Gimbal Financial's VIG Position: Q2 2026 in Review

Gimbal Financial opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 2,014 shares worth $476K. The stake represents 0.29% of the portfolio and ranks #27 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in VIG as recently as Q3 2025.

Gimbal Financial first reported a position in VIG in Q4 2023 and has held it in 9 quarters since. The position peaked at $670K in Q3 2024. 2,601 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Gimbal Financial held 2,014 shares of Vanguard Dividend Appreciation ETF worth $476K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Gimbal Financial position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.29% of Gimbal Financial's portfolio in Q2 2026, its #27 holding.
Gimbal Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 9 quarters since.
Gimbal Financial's Vanguard Dividend Appreciation ETF position peaked at $670K in Q3 2024.
2,601 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Gimbal Financial's 13F filing for Q2 2026, filed 4 Aug 2026.