JAG
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Journey Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Journey Advisory Group’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 		$18.3M Buy
77,346
+3,079
+4% +$707K 1.4% 18
2026
Q1 		$16M Sell
74,267
-1,742
-2% -$388K 1.36% 21
2025
Q4 		$16.7M Buy
76,009
+1,963
+3% +$429K 1.4% 19
2025
Q3 		$16M Sell
74,046
-5,166
-7% -$1.08M 1.18% 22
2025
Q2 		$16.2M Buy
79,212
+3,398
+4% +$659K 1.26% 18
2025
Q1 		$14.7M Buy
75,814
+3,777
+5% +$751K 1.2% 19
2024
Q4 		$13.2M Hold
72,037
– – 1.57% 16
2024
Q3 		$13.2M Sell
72,037
-670
-0.9% -$128K 1.57% 16
2024
Q2 		$13.3M Buy
72,707
+4,208
+6% +$757K 1.59% 15
2024
Q1 		$12.5M Buy
68,499
+899
+1% +$158K 1.54% 16
2023
Q4 		$11.5M Buy
67,600
+5,118
+8% +$824K 1.57% 16
2023
Q3 		$9.71M Buy
62,482
+1,632
+3% +$265K 1.45% 17
2023
Q2 		$9.88M Buy
60,850
+36,051
+145% +$5.65M 1.47% 17
2023
Q1 		$3.82M Buy
24,799
+9,734
+65% +$1.49M 0.6% 49
2022
Q4 		$2.29M Sell
15,065
-3,176
-17% -$473K 0.57% 51
2022
Q3 		$2.46M Sell
18,241
-19
-0.1% -$2.83K 0.63% 43
2022
Q2 		$2.79M Buy
18,260
+5,424
+42% +$826K 0.64% 40
2022
Q1 		$2.08M Buy
12,836
+10,872
+554% +$1.75M 0.53% 51
2021
Q4 		$337K Buy
1,964
+134
+7% +$22.1K 0.09% 171
2021
Q3 		$281K Buy
1,830
+211
+13% +$33.6K 0.09% 168
2021
Q2 		$251K Buy
1,619
+259
+19% +$39.8K 0.08% 182
2021
Q1 		$200K Buy
+1,360
New +$193K 0.07% 193

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Journey Advisory Group's VIG Position: Q2 2026 in Review

Journey Advisory Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.1% in Q2 2026, buying an estimated $707K and bringing the position to 77,346 shares worth $18.3M. The position accounts for 1.4% of the portfolio, ranked #18.

Journey Advisory Group first reported a position in VIG in Q1 2021 and has held it in 22 quarters since. 2,078 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Journey Advisory Group held 77,346 shares of Vanguard Dividend Appreciation ETF worth $18.3M as of Q2 2026.
  • Journey Advisory Group bought 3,079 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $707K.
  • Vanguard Dividend Appreciation ETF made up 1.4% of Journey Advisory Group's portfolio in Q2 2026, its #18 holding.
  • Journey Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 22 quarters since.
  • 2,078 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.