Prospera Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Prospera Capital Management’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	$850K	Hold	3,556	–	–	0.27%	24
2026 Q1	$765K	Buy	3,556 +12	+0.3%	+$2.67K	0.38%	21
2025 Q4	$779K	Sell	3,544 -722	-17%	-$158K	0.39%	19
2025 Q3	$920K	Hold	4,266	–	–	0.45%	19
2025 Q2	$877K	Hold	4,266	–	–	0.49%	18
2025 Q1	$827K	Buy	+4,266	New	+$848K	0.53%	16

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 $44.6B AUM 28.94% 1-Year Est. Return

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

Prospera Capital Management's VIG Position: Q2 2026 in Review

Prospera Capital Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 3,556 shares worth $850K. The position accounts for 0.27% of the portfolio, ranked #24.

Prospera Capital Management first reported a position in VIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $920K in Q3 2025. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Prospera Capital Management held 3,556 shares of Vanguard Dividend Appreciation ETF worth $850K as of Q2 2026.
Prospera Capital Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.27% of Prospera Capital Management's portfolio in Q2 2026, its #24 holding.
Prospera Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 6 quarters since.
Prospera Capital Management's Vanguard Dividend Appreciation ETF position peaked at $920K in Q3 2025.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Prospera Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.