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

JSF 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	$400K	Buy	1,690 +686	+68%	+$158K	0.06%	104
2026 Q1	$216K	Buy	1,004 +2	+0.2%	+$446	0.04%	121
2025 Q4	$220K	Buy	1,002 +4	+0.4%	+$874	0.05%	125
2025 Q3	$215K	Sell	998 -322	-24%	-$67.6K	0.05%	124
2025 Q2	$270K	Buy	+1,320	New	+$256K	0.06%	105
2023 Q3	–	Sell	-1,451	Closed	-$236K	–	115
2023 Q2	$236K	Hold	1,451	–	–	0.08%	94
2023 Q1	$224K	Sell	1,451 -60	-4%	-$9.19K	0.08%	108
2022 Q4	$229K	Sell	1,511 -444	-23%	-$66.2K	0.09%	103
2022 Q3	$264K	Buy	+1,955	New	+$291K	0.1%	90
2022 Q2	–	Sell	-2,647	Closed	-$429K	–	123
2022 Q1	$429K	Sell	2,647 -9	-0.3%	-$1.45K	0.18%	72
2021 Q4	$456K	Buy	2,656 +548	+26%	+$90.3K	0.22%	55
2021 Q3	$324K	Buy	2,108 +806	+62%	+$128K	0.16%	73
2021 Q2	$202K	Buy	+1,302	New	+$200K	0.12%	98

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

JSF Financial's VIG Position: Q2 2026 in Review

JSF Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 68% in Q2 2026, buying an estimated $158K and bringing the position to 1,690 shares worth $400K. The position accounts for 0.06% of the portfolio, ranked #104.

JSF Financial first reported a position in VIG in Q2 2021 and has held it in 13 quarters since. The position peaked at $456K in Q4 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

JSF Financial held 1,690 shares of Vanguard Dividend Appreciation ETF worth $400K as of Q2 2026.
JSF Financial bought 686 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $158K.
Vanguard Dividend Appreciation ETF made up 0.06% of JSF Financial's portfolio in Q2 2026, its #104 holding.
JSF Financial first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 13 quarters since.
JSF Financial's Vanguard Dividend Appreciation ETF position peaked at $456K in Q4 2021.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.