James J. Burns & Company’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

James J. Burns & Company’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	$855K	Buy	3,613 +8	+0.2%	+$1.84K	0.09%	79
2026 Q1	$775K	Buy	3,605 +8	+0.2%	+$1.78K	0.11%	77
2025 Q4	$791K	Buy	3,597 +1,574	+78%	+$344K	0.11%	77
2025 Q3	$437K	Sell	2,023 -97	-5%	-$20.4K	0.07%	100
2025 Q2	$434K	Sell	2,120 -250	-11%	-$48.5K	0.07%	97
2025 Q1	$460K	Sell	2,370 -99	-4%	-$19.7K	0.08%	89
2024 Q4	$483K	Sell	2,469 -103	-4%	-$20.6K	0.08%	88
2024 Q3	$509K	Buy	2,572 +6	+0.2%	+$1.14K	0.09%	79
2024 Q2	$469K	Buy	+2,566	New	+$462K	0.09%	77
2024 Q1	–	Sell	-2,566	Closed	-$438K	–	118
2023 Q4	$438K	Hold	2,566	–	–	0.1%	76
2023 Q3	$398K	Hold	2,566	–	–	0.11%	71
2023 Q2	$416K	Buy	2,566 +100	+4%	+$15.7K	0.11%	73
2023 Q1	$380K	Buy	+2,466	New	+$378K	0.1%	82

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

James J. Burns & Company's VIG Position: Q2 2026 in Review

James J. Burns & Company increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.22% in Q2 2026, buying an estimated $1.84K and bringing the position to 3,613 shares worth $855K. The position accounts for 0.09% of the portfolio, ranked #79.

James J. Burns & Company first reported a position in VIG in Q1 2023 and has held it in 13 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

James J. Burns & Company held 3,613 shares of Vanguard Dividend Appreciation ETF worth $855K as of Q2 2026.
James J. Burns & Company bought 8 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.84K.
Vanguard Dividend Appreciation ETF made up 0.09% of James J. Burns & Company's portfolio in Q2 2026, its #79 holding.
James J. Burns & Company first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 13 quarters since.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.