Guidance Point Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Guidance Point Advisors’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	$631K	Buy	2,664 +12	+0.5%	+$2.75K	0.13%	58
2026 Q1	$571K	Buy	2,652 +14	+0.5%	+$3.12K	0.14%	52
2025 Q4	$581K	Sell	2,638 -12	-0.5%	-$2.62K	0.13%	52
2025 Q3	$573K	Sell	2,650 -31	-1%	-$6.51K	0.14%	54
2025 Q2	$549K	Buy	2,681 +34	+1%	+$6.59K	0.14%	54
2025 Q1	$513K	Buy	2,647 +53	+2%	+$10.5K	0.15%	51
2024 Q4	$508K	Buy	2,594 +194	+8%	+$38.7K	0.14%	50
2024 Q3	$475K	Sell	2,400 -4	-0.2%	-$762	0.14%	52
2024 Q2	$439K	Buy	2,404 +322	+15%	+$58K	0.14%	50
2024 Q1	$381K	Buy	2,082 +65	+3%	+$11.4K	0.12%	58
2023 Q4	$344K	Buy	2,017 +16	+0.8%	+$2.57K	0.13%	53
2023 Q3	$311K	Buy	2,001 +56	+3%	+$9.08K	0.13%	56
2023 Q2	$316K	Buy	1,945 +640	+49%	+$100K	0.12%	60
2023 Q1	$201K	Buy	+1,305	New	+$200K	0.08%	74
2021 Q4	–	Sell	-878	Closed	-$134K	–	394
2021 Q3	$134K	Buy	+878	New	+$140K	0.05%	101

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

Guidance Point Advisors's VIG Position: Q2 2026 in Review

Guidance Point Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.45% in Q2 2026, buying an estimated $2.75K and bringing the position to 2,664 shares worth $631K. The position accounts for 0.13% of the portfolio, ranked #58.

Guidance Point Advisors first reported a position in VIG in Q3 2021 and has held it in 15 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Guidance Point Advisors held 2,664 shares of Vanguard Dividend Appreciation ETF worth $631K as of Q2 2026.
Guidance Point Advisors bought 12 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.75K.
Vanguard Dividend Appreciation ETF made up 0.13% of Guidance Point Advisors's portfolio in Q2 2026, its #58 holding.
Guidance Point Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 15 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.