Goldstone Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Goldstone Financial 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	$408K	Sell	1,724 -22	-1%	-$5.05K	0.04%	193
2026 Q1	$376K	Buy	1,746 +1	+0.1%	+$223	0.04%	186
2025 Q4	$384K	Buy	1,745 +574	+49%	+$125K	0.04%	178
2025 Q3	$253K	Hold	1,171	–	–	0.03%	197
2025 Q2	$243K	Buy	1,171 +14	+1%	+$2.71K	0.03%	187
2025 Q1	$224K	Buy	+1,157	New	+$230K	0.03%	190

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

Goldstone Financial Group's VIG Position: Q2 2026 in Review

Goldstone Financial Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q2 2026, selling an estimated $5.05K and leaving 1,724 shares worth $408K. The position accounts for 0.04% of the portfolio, ranked #193.

Goldstone Financial Group first reported a position in VIG in Q1 2025 and has held it in 6 quarters since. 2,602 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Goldstone Financial Group held 1,724 shares of Vanguard Dividend Appreciation ETF worth $408K as of Q2 2026.
Goldstone Financial Group sold 22 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $5.05K.
Vanguard Dividend Appreciation ETF made up 0.04% of Goldstone Financial Group's portfolio in Q2 2026, its #193 holding.
Goldstone Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 6 quarters since.
2,602 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.