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Global Financial Private Client’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Global Financial Private Client’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 		$5.59M Buy
23,617
+308
+1% +$70.7K 1.52% 10
2026
Q1 		$5.01M Buy
23,309
+751
+3% +$167K 1.64% 8
2025
Q4 		$4.96M Sell
22,558
-63
-0.3% -$13.8K 1.74% 6
2025
Q3 		$4.88M Sell
22,621
-471
-2% -$98.9K 1.74% 6
2025
Q2 		$4.73M Buy
23,092
+253
+1% +$49K 1.77% 7
2025
Q1 		$4.43M Buy
22,839
+62
+0.3% +$12.3K 1.69% 7
2024
Q4 		$4.46M Buy
22,777
+122
+0.5% +$24.4K 1.67% 7
2024
Q3 		$4.49M Sell
22,655
-78
-0.3% -$14.9K 1.75% 7
2024
Q2 		$4.15M Sell
22,733
-195
-0.9% -$35.1K 1.74% 7
2024
Q1 		$4.16M Buy
22,928
+126
+0.6% +$22.1K 1.79% 7
2023
Q4 		$3.89M Buy
22,802
+941
+4% +$151K 1.82% 7
2023
Q3 		$3.39M Sell
21,861
-84
-0.4% -$13.6K 1.75% 8
2023
Q2 		$3.56M Buy
21,945
+21,873
+30,379% +$3.43M 1.75% 8
2023
Q1 		$11.2K Hold
72
– – 0.01% 433
2022
Q4 		$10.9K Hold
72
– – 0.01% 414
2022
Q3 		$9.98K Hold
72
– – 0.01% 409
2022
Q2 		$10.4K Hold
72
– – 0.01% 394
2022
Q1 		$11.7K Hold
72
– – 0.01% 390
2021
Q4 		$12.4K Hold
72
– – 0.01% 374
2021
Q3 		$11.2K Hold
72
– – 0.01% 343
2021
Q2 		$11.2K Hold
72
– – 0.01% 346
2021
Q1 		$10.7K Hold
72
– – 0.01% 312
2020
Q4 		$10.2K Sell
72
-15
-17% -$2.03K 0.01% 307
2020
Q3 		$11.2K Buy
87
+16
+23% +$2.01K 0.01% 300
2020
Q2 		$8.32K Sell
71
-100
-58% -$11.4K 0.01% 352
2020
Q1 		$17K Sell
171
-6,902
-98% -$824K 0.02% 317
2019
Q4 		$882K Buy
+7,073
New +$856K 0.74% 27

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Global Financial Private Client's VIG Position: Q2 2026 in Review

Global Financial Private Client increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q2 2026, buying an estimated $70.7K and bringing the position to 23,617 shares worth $5.59M. The position accounts for 1.52% of the portfolio, ranked #10.

Global Financial Private Client first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Global Financial Private Client held 23,617 shares of Vanguard Dividend Appreciation ETF worth $5.59M as of Q2 2026.
  • Global Financial Private Client bought 308 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $70.7K.
  • Vanguard Dividend Appreciation ETF made up 1.52% of Global Financial Private Client's portfolio in Q2 2026, its #10 holding.
  • Global Financial Private Client first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.