JGIA
VIG icon

Jackson Grant Investment Advisers’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Jackson Grant Investment Advisers’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 		$23.1M Sell
97,629
-2,321
-2% -$533K 7.17% 4
2026
Q1 		$21.5M Sell
99,950
-438
-0.4% -$97.6K 7.18% 4
2025
Q4 		$22.1M Sell
100,388
-1,492
-1% -$326K 7.26% 4
2025
Q3 		$22M Buy
101,880
+250
+0.2% +$52.5K 7.34% 4
2025
Q2 		$20.8M Buy
101,630
+2,755
+3% +$534K 7.64% 4
2025
Q1 		$19.2M Sell
98,875
-1,358
-1% -$270K 7.42% 4
2024
Q4 		$19.6M Buy
100,233
+971
+1% +$194K 7.55% 4
2024
Q3 		$19.7M Buy
99,262
+1,341
+1% +$255K 7.35% 4
2024
Q2 		$17.9M Sell
97,921
-1,662
-2% -$299K 7.22% 4
2024
Q1 		$18.2M Sell
99,583
-766
-0.8% -$135K 7.45% 4
2023
Q4 		$17.1M Sell
100,349
-653
-0.6% -$105K 7.58% 4
2023
Q3 		$15.7M Buy
101,002
+234
+0.2% +$37.9K 7.56% 4
2023
Q2 		$16.4M Sell
100,768
-600
-0.6% -$94K 7.6% 4
2023
Q1 		$15.6M Buy
101,368
+371
+0.4% +$56.8K 7.33% 4
2022
Q4 		$15.3M Sell
100,997
-309
-0.3% -$46.1K 7.41% 4
2022
Q3 		$13.7M Buy
101,306
+1,782
+2% +$265K 7.16% 4
2022
Q2 		$14.3M Buy
99,524
+80
+0.1% +$12.2K 7.08% 4
2022
Q1 		$16.1M Buy
+99,444
New +$16M 6.78% 4
2021
Q4 		– Sell
-95,981
Closed -$14.7M – 325
2021
Q3 		$14.7M Sell
95,981
-598
-0.6% -$95.3K 6.57% 4
2021
Q2 		$14.9M Buy
96,579
+175
+0.2% +$26.9K 6.57% 4
2021
Q1 		$14.2M Buy
96,404
+749
+0.8% +$107K 6.52% 4
2020
Q4 		$13.5M Buy
95,655
+6,032
+7% +$817K 6.89% 4
2020
Q3 		$11.5M Buy
89,623
+2,443
+3% +$307K 6.93% 4
2020
Q2 		$10.2M Buy
87,180
+2,233
+3% +$254K 6.5% 4
2020
Q1 		$8.78M Sell
84,947
-2,204
-3% -$263K 6.48% 4
2019
Q4 		$10.9M Buy
87,151
+241
+0.3% +$29.2K 5.88% 4
2019
Q3 		$10.4M Buy
86,910
+143
+0.2% +$16.9K 5.9% 4
2019
Q2 		$9.99M Buy
86,767
+1,119
+1% +$126K 5.82% 4
2019
Q1 		$9.39M Buy
85,648
+4,264
+5% +$449K 5.63% 4
2018
Q4 		$7.97M Buy
81,384
+77
+0.1% +$8.03K 5.6% 4
2018
Q3 		$9M Buy
81,307
+4,838
+6% +$520K 5.64% 5
2018
Q2 		$7.77M Buy
76,469
+1,249
+2% +$127K 5.35% 5
2018
Q1 		$7.6M Sell
75,220
-394
-0.5% -$40.8K 5.32% 5
2017
Q4 		$7.71M Buy
75,614
+4,584
+6% +$451K 5.22% 5
2017
Q3 		$6.73M Sell
71,030
-1,878
-3% -$175K 4.87% 5
2017
Q2 		$6.76M Sell
72,908
-444
-0.6% -$40.7K 5.24% 5
2017
Q1 		$6.6M Buy
73,352
+306
+0.4% +$27.1K 5.29% 5
2016
Q4 		$6.22M Sell
73,046
-23,062
-24% -$1.94M 5.29% 5
2016
Q3 		$8.07M Buy
96,108
+2,790
+3% +$236K 6.67% 3
2016
Q2 		$7.77M Buy
93,318
+1,221
+1% +$99.7K 6.85% 3
2016
Q1 		$7.48M Buy
92,097
+10,372
+13% +$795K 6.84% 3
2015
Q4 		$6.36M Buy
+81,725
New +$6.38M 6.05% 4

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 $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Jackson Grant Investment Advisers's VIG Position: Q2 2026 in Review

Jackson Grant Investment Advisers reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.3% in Q2 2026, selling an estimated $533K and leaving 97,629 shares worth $23.1M. The position accounts for 7.17% of the portfolio, ranked #4.

Jackson Grant Investment Advisers first reported a position in VIG in Q4 2015 and has held it in 42 quarters since. 1,355 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Jackson Grant Investment Advisers held 97,629 shares of Vanguard Dividend Appreciation ETF worth $23.1M as of Q2 2026.
  • Jackson Grant Investment Advisers sold 2,321 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $533K.
  • Vanguard Dividend Appreciation ETF made up 7.17% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #4 holding.
  • Jackson Grant Investment Advisers first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and has held it in 42 quarters since.
  • 1,355 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.