JWCA
VIG icon

J.W. Cole Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

J.W. Cole 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 		$23.6M Buy
+99,741
New +$22.9M 0.41% 39
2026
Q1 		– Sell
-98,156
Closed -$16.6M – 1453
2025
Q4 		$16.6M Sell
98,156
-36,427
-27% -$7.96M 0.4% 37
2025
Q3 		$29M Buy
134,583
+7,708
+6% +$1.62M 0.56% 26
2025
Q2 		$26M Buy
126,875
+61,109
+93% +$11.8M 0.55% 25
2025
Q1 		$12.8M Sell
65,766
-46,260
-41% -$9.2M 0.4% 43
2024
Q4 		$21.9M Buy
112,026
+1,952
+2% +$390K 0.89% 18
2024
Q3 		$21.8M Buy
110,074
+1,894
+2% +$361K 0.91% 18
2024
Q2 		$19.7M Buy
108,180
+523
+0.5% +$94.1K 0.93% 16
2024
Q1 		$19.6M Buy
107,657
+850
+0.8% +$149K 0.99% 15
2023
Q4 		$18.2M Buy
106,807
+20,977
+24% +$3.38M 1.07% 9
2023
Q3 		$13.3M Sell
85,830
-69
-0.1% -$11.2K 0.98% 14
2023
Q2 		$14M Buy
85,899
+835
+1% +$131K 0.99% 10
2023
Q1 		$13.1M Buy
85,064
+3,383
+4% +$518K 0.93% 10
2022
Q4 		$12.4M Buy
81,681
+33,103
+68% +$4.93M 0.95% 11
2022
Q3 		$6.57M Buy
48,578
+375
+0.8% +$55.8K 0.55% 34
2022
Q2 		$6.92M Sell
48,203
-5,702
-11% -$868K 0.55% 31
2022
Q1 		$8.74M Buy
53,905
+5,032
+10% +$812K 0.59% 28
2021
Q4 		$8.39M Sell
48,873
-6
-0% -$989 0.55% 32
2021
Q3 		$7.51M Buy
48,879
+380
+0.8% +$60.6K 0.54% 32
2021
Q2 		$7.51M Sell
48,499
-5,544
-10% -$851K 0.59% 29
2021
Q1 		$7.95M Buy
54,043
+6,763
+14% +$962K 0.77% 17
2020
Q4 		$6.67M Buy
47,280
+16,565
+54% +$2.24M 0.69% 25
2020
Q3 		$3.95M Sell
30,715
-16,251
-35% -$2.04M 0.3% 79
2020
Q2 		$5.5M Buy
46,966
+37,880
+417% +$4.31M 0.83% 28
2020
Q1 		$939K Sell
9,086
-40,285
-82% -$4.81M 1.81% 11
2019
Q4 		$6.16M Buy
+49,371
New +$5.97M 0.78% 23

Other funds holding VIG

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
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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

J.W. Cole Advisors's VIG Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 99,741 shares worth $23.6M. The stake represents 0.41% of the portfolio and ranks #39 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in VIG as recently as Q4 2025.

J.W. Cole Advisors first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. The position peaked at $29M in Q3 2025. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • J.W. Cole Advisors held 99,741 shares of Vanguard Dividend Appreciation ETF worth $23.6M as of Q2 2026.
  • Vanguard Dividend Appreciation ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.41% of J.W. Cole Advisors's portfolio in Q2 2026, its #39 holding.
  • J.W. Cole Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
  • J.W. Cole Advisors's Vanguard Dividend Appreciation ETF position peaked at $29M in Q3 2025.
  • 984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.