JFS Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

JFS Wealth 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	$14.8M	Buy	62,667 +236	+0.4%	+$54.2K	0.74%	28
2026 Q1	$13.4M	Sell	62,431 -1,294	-2%	-$288K	0.75%	28
2025 Q4	$14M	Buy	63,725 +183	+0.3%	+$40K	0.79%	28
2025 Q3	$13.7M	Sell	63,542 -461	-0.7%	-$96.8K	0.8%	29
2025 Q2	$13.1M	Sell	64,003 -1,017	-2%	-$197K	0.83%	27
2025 Q1	$12.6M	Sell	65,020 -1,230	-2%	-$245K	0.85%	27
2024 Q4	$13M	Sell	66,250 -471	-0.7%	-$94K	0.89%	26
2024 Q3	$13.2M	Buy	66,721 +61,668	+1,220%	+$11.7M	0.88%	25
2024 Q2	$922K	Buy	5,053 +896	+22%	+$161K	0.07%	118
2024 Q1	$759K	Buy	4,157 +16	+0.4%	+$2.81K	0.06%	133
2023 Q4	$706K	Buy	4,141 +56	+1%	+$9.01K	0.06%	127
2023 Q3	$635K	Buy	4,085 +17	+0.4%	+$2.76K	0.06%	139
2023 Q2	$661K	Sell	4,068 -780	-16%	-$122K	0.06%	137
2023 Q1	$747K	Buy	4,848 +868	+22%	+$133K	0.07%	126
2022 Q4	$604K	Sell	3,980 -164	-4%	-$24.4K	0.06%	144
2022 Q3	$560K	Buy	4,144 +694	+20%	+$103K	0.06%	143
2022 Q2	$495K	Sell	3,450 -333	-9%	-$50.7K	0.05%	146
2022 Q1	$614K	Sell	3,783 -571	-13%	-$92.1K	0.06%	144
2021 Q4	$748K	Buy	4,354 +1,789	+70%	+$295K	0.07%	134
2021 Q3	$394K	Buy	2,565 +515	+25%	+$82.1K	0.04%	166
2021 Q2	$317K	Buy	2,050 +2,013	+5,441%	+$309K	0.05%	139
2021 Q1	$5K	Hold	37	–	–	﹤0.01%	470
2020 Q4	$5K	Sell	37 -249	-87%	-$33.7K	﹤0.01%	477
2020 Q3	$37K	Buy	286 +250	+694%	+$31.5K	0.01%	263
2020 Q2	$4K	Hold	36	–	–	﹤0.01%	454
2020 Q1	$4K	Hold	36	–	–	﹤0.01%	409
2019 Q4	$4K	Hold	36	–	–	﹤0.01%	424
2019 Q3	$4K	Hold	36	–	–	﹤0.01%	421
2019 Q2	$4K	Buy	36 +1	+3%	+$112	﹤0.01%	412
2019 Q1	$4K	Hold	35	–	–	﹤0.01%	410
2018 Q4	$3K	Hold	35	–	–	﹤0.01%	416
2018 Q3	$4K	Hold	35	–	–	﹤0.01%	472
2018 Q2	$4K	Hold	35	–	–	﹤0.01%	417
2018 Q1	$3K	Hold	35	–	–	﹤0.01%	466
2017 Q4	$4K	Buy	35 +1	+3%	+$98	﹤0.01%	449
2017 Q3	$3K	Hold	34	–	–	﹤0.01%	413
2017 Q2	$3K	Hold	34	–	–	﹤0.01%	393
2017 Q1	$3K	Hold	34	–	–	﹤0.01%	412
2016 Q4	$3K	Hold	34	–	–	﹤0.01%	412
2016 Q3	$3K	Sell	34 -399	-92%	-$33.8K	﹤0.01%	449
2016 Q2	$36K	Hold	433	–	–	0.01%	286
2016 Q1	$35K	Buy	433 +400	+1,212%	+$30.7K	0.01%	270
2015 Q4	$3K	Hold	33	–	–	﹤0.01%	498
2015 Q3	$2K	Hold	33	–	–	﹤0.01%	441
2015 Q2	$3K	Hold	33	–	–	﹤0.01%	451
2015 Q1	$3K	Hold	33	–	–	﹤0.01%	450
2014 Q4	$3K	Buy	33 +1	+3%	+$79	﹤0.01%	467
2014 Q3	$2K	Hold	32	–	–	﹤0.01%	443
2014 Q2	$2K	Buy	+32	New	+$2.45K	﹤0.01%	443

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

JFS Wealth Advisors's VIG Position: Q2 2026 in Review

JFS Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.38% in Q2 2026, buying an estimated $54.2K and bringing the position to 62,667 shares worth $14.8M. The position accounts for 0.74% of the portfolio, ranked #28.

JFS Wealth Advisors first reported a position in VIG in Q2 2014 and has held it in 49 quarters since. 1,281 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

JFS Wealth Advisors held 62,667 shares of Vanguard Dividend Appreciation ETF worth $14.8M as of Q2 2026.
JFS Wealth Advisors bought 236 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $54.2K.
Vanguard Dividend Appreciation ETF made up 0.74% of JFS Wealth Advisors's portfolio in Q2 2026, its #28 holding.
JFS Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2014 and has held it in 49 quarters since.
1,281 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.