JBR Co Financial Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

JBR Co Financial 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	$678K	Hold	2,867	–	–	0.25%	74
2026 Q1	$630K	Hold	2,867	–	–	0.26%	71
2025 Q4	$630K	Hold	2,867	–	–	0.26%	71
2025 Q3	$619K	Sell	2,867 -171	-6%	-$35.9K	0.26%	68
2025 Q2	$622K	Hold	3,038	–	–	0.31%	63
2025 Q1	$589K	Hold	3,038	–	–	0.34%	59
2024 Q4	$595K	Hold	3,038	–	–	0.36%	58
2024 Q3	$602K	Hold	3,038	–	–	0.39%	57
2024 Q2	$555K	Hold	3,038	–	–	0.39%	57
2024 Q1	$555K	Hold	3,038	–	–	0.44%	56
2023 Q4	$518K	Buy	+3,038	New	+$489K	0.49%	55

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

JBR Co Financial Management's VIG Position: Q2 2026 in Review

JBR Co Financial Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,867 shares worth $678K. The position accounts for 0.25% of the portfolio, ranked #74.

JBR Co Financial Management first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 1,322 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

JBR Co Financial Management held 2,867 shares of Vanguard Dividend Appreciation ETF worth $678K as of Q2 2026.
JBR Co Financial Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.25% of JBR Co Financial Management's portfolio in Q2 2026, its #74 holding.
JBR Co Financial Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
1,322 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.