Moisand Fitzgerald Tamayo’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Moisand Fitzgerald Tamayo’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	$216K	Buy	913 +225	+33%	+$51.7K	0.02%	122
2026 Q1	$148K	Hold	688	–	–	0.02%	129
2025 Q4	$151K	Hold	688	–	–	0.02%	129
2025 Q3	$148K	Hold	688	–	–	0.02%	133
2025 Q2	$141K	Sell	688 -29	-4%	-$5.62K	0.02%	134
2025 Q1	$139K	Sell	717 -345	-32%	-$68.6K	0.02%	131
2024 Q4	$208K	Buy	1,062 +26	+3%	+$5.19K	0.03%	108
2024 Q3	$205K	Buy	1,036 +345	+50%	+$65.7K	0.03%	111
2024 Q2	$126K	Sell	691 -110	-14%	-$19.8K	0.02%	126
2024 Q1	$146K	Hold	801	–	–	0.02%	116
2023 Q4	$136K	Sell	801 -18	-2%	-$2.9K	0.02%	118
2023 Q3	$127K	Hold	819	–	–	0.03%	120
2023 Q2	$133K	Hold	819	–	–	0.03%	115
2023 Q1	$126K	Hold	819	–	–	0.03%	116
2022 Q4	$124K	Sell	819 -14	-2%	-$2.09K	0.03%	116
2022 Q3	$113K	Hold	833	–	–	0.03%	115
2022 Q2	$120K	Buy	+833	New	+$127K	0.03%	112
2022 Q1	–	Sell	-258	Closed	-$44K	–	659
2021 Q4	$44K	Hold	258	–	–	0.01%	158
2021 Q3	$40K	Buy	258 +83	+47%	+$13.2K	0.01%	161
2021 Q2	$27K	Hold	175	–	–	0.01%	187
2021 Q1	$26K	Buy	175 +14	+9%	+$1.99K	0.01%	157
2020 Q4	$23K	Hold	161	–	–	0.01%	161
2020 Q3	$21K	Hold	161	–	–	0.01%	157
2020 Q2	$19K	Buy	+161	New	+$18.3K	0.01%	155
2018 Q4	–	Sell	-471	Closed	-$52K	–	300
2018 Q3	$52K	Buy	+471	New	+$50.6K	0.03%	123

Other funds holding VIG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Moisand Fitzgerald Tamayo's VIG Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its Vanguard Dividend Appreciation ETF (VIG) stake by 33% in Q2 2026, buying an estimated $51.7K and bringing the position to 913 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #122.

Moisand Fitzgerald Tamayo first reported a position in VIG in Q3 2018 and has held it in 25 quarters since. 873 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Moisand Fitzgerald Tamayo held 913 shares of Vanguard Dividend Appreciation ETF worth $216K as of Q2 2026.
Moisand Fitzgerald Tamayo bought 225 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $51.7K.
Vanguard Dividend Appreciation ETF made up 0.02% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #122 holding.
Moisand Fitzgerald Tamayo first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and has held it in 25 quarters since.
873 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.