GG
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Gleason Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gleason 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 		$9.86M Buy
41,676
+176
+0.4% +$40.4K 0.86% 16
2026
Q1 		$8.93M Buy
41,500
+163
+0.4% +$36.3K 0.88% 16
2025
Q4 		$9.09M Buy
41,337
+330
+0.8% +$72.1K 0.89% 15
2025
Q3 		$8.85M Buy
41,007
+173
+0.4% +$36.3K 0.89% 15
2025
Q2 		$8.36M Buy
40,834
+39,412
+2,772% +$7.64M 0.91% 15
2025
Q1 		$276K Buy
1,422
+6
+0.4% +$1.19K 0.05% 56
2024
Q4 		$277K Buy
1,416
+13
+0.9% +$2.6K 0.05% 58
2024
Q3 		$278K Buy
1,403
+7
+0.5% +$1.33K 0.05% 58
2024
Q2 		$255K Hold
1,396
– – 0.05% 62
2024
Q1 		$255K Buy
1,396
+5
+0.4% +$878 0.05% 64
2023
Q4 		$237K Buy
1,391
+13
+0.9% +$2.09K 0.05% 64
2023
Q3 		$214K Sell
1,378
-6,505
-83% -$1.05M 0.06% 68
2023
Q2 		$1.28M Hold
7,883
– – 0.33% 24
2023
Q1 		$1.21M Sell
7,883
-35
-0.4% -$5.36K 0.35% 24
2022
Q4 		$1.2M Buy
7,918
+46
+0.6% +$6.86K 0.38% 26
2022
Q3 		$1.06M Buy
7,872
+38
+0.5% +$5.66K 0.37% 20
2022
Q2 		$1.12M Buy
7,834
+5,612
+253% +$854K 0.39% 21
2022
Q1 		$360K Buy
2,222
+9
+0.4% +$1.45K 0.11% 53
2021
Q4 		$380K Buy
2,213
+11
+0.5% +$1.81K 0.12% 54
2021
Q3 		$338K Buy
2,202
+9
+0.4% +$1.43K 0.12% 55
2021
Q2 		$339K Buy
2,193
+10
+0.5% +$1.53K 0.12% 55
2021
Q1 		$321K Buy
2,183
+8
+0.4% +$1.14K 0.13% 54
2020
Q4 		$307K Buy
2,175
+19
+0.9% +$2.58K 0.15% 53
2020
Q3 		$277K Buy
2,156
+11
+0.5% +$1.38K 0.16% 54
2020
Q2 		$251K Hold
2,145
– – 0.16% 53
2020
Q1 		$222K Sell
2,145
-791
-27% -$94.4K 0.18% 49
2019
Q4 		$366K Buy
+2,936
New +$355K 0.22% 46

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

Gleason Group's VIG Position: Q2 2026 in Review

Gleason Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.42% in Q2 2026, buying an estimated $40.4K and bringing the position to 41,676 shares worth $9.86M. The position accounts for 0.86% of the portfolio, ranked #16.

Gleason Group first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Gleason Group held 41,676 shares of Vanguard Dividend Appreciation ETF worth $9.86M as of Q2 2026.
  • Gleason Group bought 176 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $40.4K.
  • Vanguard Dividend Appreciation ETF made up 0.86% of Gleason Group's portfolio in Q2 2026, its #16 holding.
  • Gleason Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.