GoalVest Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

GoalVest Advisory’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	$141K	Hold	598	–	–	0.03%	135
2026 Q1	$129K	Hold	598	–	–	0.03%	166
2025 Q4	$131K	Hold	598	–	–	0.03%	168
2025 Q3	$129K	Hold	598	–	–	0.03%	156
2025 Q2	$122K	Hold	598	–	–	0.03%	156
2025 Q1	$116K	Hold	598	–	–	0.03%	142
2024 Q4	$117K	Hold	598	–	–	0.03%	141
2024 Q3	$118K	Hold	598	–	–	0.03%	133
2024 Q2	$109K	Hold	598	–	–	0.03%	128
2024 Q1	$109K	Hold	598	–	–	0.04%	139
2023 Q4	$102K	Hold	598	–	–	0.04%	90
2023 Q3	$92.9K	Hold	598	–	–	0.05%	110
2023 Q2	$97.1K	Hold	598	–	–	0.05%	98
2023 Q1	$92.1K	Hold	598	–	–	0.05%	88
2022 Q4	$90.8K	Hold	598	–	–	0.06%	91
2022 Q3	$81K	Hold	598	–	–	0.06%	98
2022 Q2	$86K	Sell	598 -3	-0.5%	-$457	0.05%	137
2022 Q1	$97K	Buy	+601	New	+$97K	0.05%	132

Other funds holding VIG

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

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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

PAM

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

GoalVest Advisory's VIG Position: Q2 2026 in Review

GoalVest Advisory held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 598 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #135.

GoalVest Advisory first reported a position in VIG in Q1 2022 and has held it in 18 quarters since. 533 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

GoalVest Advisory held 598 shares of Vanguard Dividend Appreciation ETF worth $141K as of Q2 2026.
GoalVest Advisory left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.03% of GoalVest Advisory's portfolio in Q2 2026, its #135 holding.
GoalVest Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 18 quarters since.
533 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.