Juncture Wealth Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Juncture Wealth Strategies’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	$248K	Sell	1,047 -131	-11%	-$30.1K	0.06%	163
2026 Q1	$253K	Sell	1,178 -7	-0.6%	-$1.56K	0.08%	118
2025 Q4	$260K	Sell	1,185 -139	-10%	-$30.4K	0.09%	117
2025 Q3	$286K	Sell	1,324 -134	-9%	-$28.1K	0.1%	105
2025 Q2	$298K	Sell	1,458 -700	-32%	-$136K	0.11%	98
2025 Q1	$419K	Sell	2,158 -128	-6%	-$25.5K	0.16%	81
2024 Q4	$448K	Buy	2,286 +1,152	+102%	+$230K	0.17%	79
2024 Q3	$225K	Buy	+1,134	New	+$216K	0.09%	115

Other funds holding VIG

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 $43.3B AUM 29.3% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Juncture Wealth Strategies's VIG Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 11% in Q2 2026, selling an estimated $30.1K and leaving 1,047 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #163.

Juncture Wealth Strategies first reported a position in VIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $448K in Q4 2024. 1,162 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Juncture Wealth Strategies held 1,047 shares of Vanguard Dividend Appreciation ETF worth $248K as of Q2 2026.
Juncture Wealth Strategies sold 131 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $30.1K.
Vanguard Dividend Appreciation ETF made up 0.06% of Juncture Wealth Strategies's portfolio in Q2 2026, its #163 holding.
Juncture Wealth Strategies first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 8 quarters since.
Juncture Wealth Strategies's Vanguard Dividend Appreciation ETF position peaked at $448K in Q4 2024.
1,162 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.