JCM
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J2 Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

J2 Capital Management’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 		$1.12M Sell
4,752
-166
-3% -$38.1K 0.76% 17
2026
Q1 		$1.06M Buy
4,918
+135
+3% +$30.1K 0.73% 17
2025
Q4 		$1.05M Buy
4,783
+204
+4% +$44.6K 0.77% 20
2025
Q3 		$988K Sell
4,579
-104
-2% -$21.8K 0.74% 20
2025
Q2 		$958K Buy
4,683
+156
+3% +$30.2K 0.76% 20
2025
Q1 		$878K Sell
4,527
-86
-2% -$17.1K 0.81% 17
2024
Q4 		$903K Buy
+4,613
New +$921K 0.85% 21

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

J2 Capital Management's VIG Position: Q2 2026 in Review

J2 Capital Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.4% in Q2 2026, selling an estimated $38.1K and leaving 4,752 shares worth $1.12M. The position accounts for 0.76% of the portfolio, ranked #17.

J2 Capital Management first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 1,262 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • J2 Capital Management held 4,752 shares of Vanguard Dividend Appreciation ETF worth $1.12M as of Q2 2026.
  • J2 Capital Management sold 166 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $38.1K.
  • Vanguard Dividend Appreciation ETF made up 0.76% of J2 Capital Management's portfolio in Q2 2026, its #17 holding.
  • J2 Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,262 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.