JF
VIG icon

Joule Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Joule Financial’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 		$317K Sell
1,341
-5
-0.4% -$1.15K 0.09% 90
2026
Q1 		$289K Buy
1,346
+38
+3% +$8.47K 0.08% 94
2025
Q4 		$287K Buy
1,308
+78
+6% +$17K 0.09% 88
2025
Q3 		$266K Buy
+1,230
New +$258K 0.08% 97

Other funds holding VIG

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
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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Joule Financial's VIG Position: Q2 2026 in Review

Joule Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.37% in Q2 2026, selling an estimated $1.15K and leaving 1,341 shares worth $317K. The position accounts for 0.09% of the portfolio, ranked #90.

Joule Financial first reported a position in VIG in Q3 2025 and has held it in 4 quarters since. 965 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Joule Financial held 1,341 shares of Vanguard Dividend Appreciation ETF worth $317K as of Q2 2026.
  • Joule Financial sold 5 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.15K.
  • Vanguard Dividend Appreciation ETF made up 0.09% of Joule Financial's portfolio in Q2 2026, its #90 holding.
  • Joule Financial first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 4 quarters since.
  • 965 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.