My Personal CFO LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

My Personal CFO LLC’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	$375K	Buy	1,585 +1	+0.1%	+$230	0.15%	71
2026 Q1	$341K	Sell	1,584 -23	-1%	-$5.13K	0.15%	70
2025 Q4	$353K	Buy	+1,607	New	+$351K	0.15%	74
2025 Q3	–	Sell	-1,606	Closed	-$329K	–	148
2025 Q2	$329K	Sell	1,606 -15	-0.9%	-$2.91K	0.15%	73
2025 Q1	$315K	Hold	1,621	–	–	0.16%	71
2024 Q4	$317K	Buy	1,621 +1	+0.1%	+$200	0.16%	71
2024 Q3	$321K	Hold	1,620	–	–	0.18%	72
2024 Q2	$296K	Buy	1,620 +77	+5%	+$13.9K	0.16%	87
2024 Q1	$282K	Hold	1,543	–	–	0.16%	84
2023 Q4	$263K	Buy	1,543 +38	+3%	+$6.11K	0.17%	82
2023 Q3	$234K	Hold	1,505	–	–	0.19%	76
2023 Q2	$244K	Hold	1,505	–	–	0.19%	76
2023 Q1	$232K	Hold	1,505	–	–	0.2%	70
2022 Q4	$229K	Hold	1,505	–	–	0.21%	63
2022 Q3	$203K	Hold	1,505	–	–	0.31%	58
2022 Q2	$216K	Hold	1,505	–	–	0.28%	55
2022 Q1	$244K	Hold	1,505	–	–	0.25%	51
2021 Q4	$258K	Buy	+1,505	New	+$248K	0.22%	52

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

My Personal CFO LLC's VIG Position: Q2 2026 in Review

My Personal CFO LLC increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.06% in Q2 2026, buying an estimated $230 and bringing the position to 1,585 shares worth $375K. The position accounts for 0.15% of the portfolio, ranked #71.

My Personal CFO LLC first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

My Personal CFO LLC held 1,585 shares of Vanguard Dividend Appreciation ETF worth $375K as of Q2 2026.
My Personal CFO LLC bought 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
Vanguard Dividend Appreciation ETF made up 0.15% of My Personal CFO LLC's portfolio in Q2 2026, its #71 holding.
My Personal CFO LLC first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.