Great Lakes Retirement’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Great Lakes Retirement’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	$908K	Sell	3,839 -72	-2%	-$16.5K	0.08%	169
2026 Q1	$841K	Buy	3,911 +165	+4%	+$36.8K	0.09%	163
2025 Q4	$823K	Buy	3,746 +350	+10%	+$76.5K	0.09%	165
2025 Q3	$733K	Buy	3,396 +87	+3%	+$18.3K	0.08%	159
2025 Q2	$680K	Sell	3,309 -107	-3%	-$20.7K	0.08%	159
2025 Q1	$663K	Hold	3,416	–	–	0.09%	158
2024 Q4	$669K	Hold	3,416	–	–	0.09%	161
2024 Q3	$679K	Buy	3,416 +350	+11%	+$66.6K	0.09%	159
2024 Q2	$562K	Sell	3,066 -96	-3%	-$17.3K	0.08%	162
2024 Q1	$577K	Hold	3,162	–	–	0.09%	167
2023 Q4	$539K	Buy	3,162 +1,261	+66%	+$203K	0.09%	162
2023 Q3	$297K	Hold	1,901	–	–	0.05%	196
2023 Q2	$309K	Hold	1,901	–	–	0.05%	197
2023 Q1	$293K	Hold	1,901	–	–	0.06%	201
2022 Q4	$289K	Buy	+1,901	New	+$283K	0.07%	130
2020 Q1	$561K	Sell	5,443 -503	-8%	-$60K	0.26%	58
2019 Q4	$739K	Buy	+5,946	New	+$719K	0.23%	88

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Great Lakes Retirement's VIG Position: Q2 2026 in Review

Great Lakes Retirement reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.8% in Q2 2026, selling an estimated $16.5K and leaving 3,839 shares worth $908K. The position accounts for 0.08% of the portfolio, ranked #169.

Great Lakes Retirement first reported a position in VIG in Q4 2019 and has held it in 17 quarters since. 1,392 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Great Lakes Retirement held 3,839 shares of Vanguard Dividend Appreciation ETF worth $908K as of Q2 2026.
Great Lakes Retirement sold 72 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $16.5K.
Vanguard Dividend Appreciation ETF made up 0.08% of Great Lakes Retirement's portfolio in Q2 2026, its #169 holding.
Great Lakes Retirement first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 17 quarters since.
1,392 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.