Prospect Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Prospect Financial Services’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	$4.93M	Sell	20,830 -28	-0.1%	-$6.43K	2.5%	12
2026 Q1	$4.49M	Sell	20,858 -1,537	-7%	-$343K	2.74%	13
2025 Q4	$4.92M	Buy	22,395 +130	+0.6%	+$28.4K	2.83%	13
2025 Q3	$4.8M	Sell	22,265 -54	-0.2%	-$11.3K	2.76%	13
2025 Q2	$4.57M	Sell	22,319 -1,113	-5%	-$216K	2.85%	11
2025 Q1	$4.55M	Sell	23,432 -285	-1%	-$56.7K	2.52%	11
2024 Q4	$4.64M	Buy	23,717 +1,612	+7%	+$322K	2.53%	13
2024 Q3	$4.38M	Buy	22,105 +348	+2%	+$66.3K	2.71%	13
2024 Q2	$3.97M	Buy	21,757 +109	+0.5%	+$19.6K	3.05%	9
2024 Q1	$3.95M	Buy	21,648 +1,581	+8%	+$278K	3.26%	9
2023 Q4	$3.42M	Buy	+20,067	New	+$3.23M	3.45%	8

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

Prospect Financial Services's VIG Position: Q2 2026 in Review

Prospect Financial Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.13% in Q2 2026, selling an estimated $6.43K and leaving 20,830 shares worth $4.93M. The position accounts for 2.5% of the portfolio, ranked #12.

Prospect Financial Services first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Prospect Financial Services held 20,830 shares of Vanguard Dividend Appreciation ETF worth $4.93M as of Q2 2026.
Prospect Financial Services sold 28 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $6.43K.
Vanguard Dividend Appreciation ETF made up 2.5% of Prospect Financial Services's portfolio in Q2 2026, its #12 holding.
Prospect Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.