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

Prospera 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 		$10.5M Sell
44,216
-894
-2% -$205K 0.15% 151
2026
Q1 		$9.71M Sell
45,110
-1,728
-4% -$385K 0.16% 149
2025
Q4 		$10.3M Buy
46,838
+3,445
+8% +$753K 0.17% 132
2025
Q3 		$9.37M Sell
43,393
-16
-0% -$3.36K 0.16% 137
2025
Q2 		$8.89M Sell
43,409
-4,922
-10% -$954K 0.17% 135
2025
Q1 		$9.38M Buy
48,331
+1,198
+3% +$238K 0.22% 107
2024
Q4 		$9.23M Buy
47,133
+1,666
+4% +$333K 0.22% 106
2024
Q3 		$9.01M Buy
45,467
+6,122
+16% +$1.17M 0.23% 95
2024
Q2 		$7.18M Buy
39,345
+2,865
+8% +$516K 0.2% 111
2024
Q1 		$6.66M Buy
36,480
+36
+0.1% +$6.32K 0.2% 111
2023
Q4 		$6.21M Buy
36,444
+7,752
+27% +$1.25M 0.21% 115
2023
Q3 		$4.46M Buy
28,692
+1,975
+7% +$320K 0.17% 133
2023
Q2 		$4.34M Buy
26,717
+2,892
+12% +$453K 0.17% 141
2023
Q1 		$3.67M Buy
23,825
+4,238
+22% +$649K 0.15% 164
2022
Q4 		$2.97M Buy
19,587
+789
+4% +$118K 0.15% 165
2022
Q3 		$2.54M Buy
18,798
+305
+2% +$45.4K 0.13% 195
2022
Q2 		$2.65M Buy
18,493
+119
+0.6% +$18.1K 0.14% 190
2022
Q1 		$2.98M Sell
18,374
-634
-3% -$102K 0.12% 200
2021
Q4 		$3.27M Buy
19,008
+10,371
+120% +$1.71M 0.14% 172
2021
Q3 		$1.33M Sell
8,637
-720
-8% -$115K 0.07% 320
2021
Q2 		$1.45M Buy
9,357
+102
+1% +$15.7K 0.07% 306
2021
Q1 		$1.36M Buy
9,255
+10
+0.1% +$1.42K 0.08% 284
2020
Q4 		$1.31M Buy
9,245
+4,604
+99% +$624K 0.09% 246
2020
Q3 		$597K Sell
4,641
-1,524
-25% -$192K 0.23% 81
2020
Q2 		$722K Buy
6,165
+399
+7% +$45.4K 0.06% 291
2020
Q1 		$596K Buy
5,766
+665
+13% +$79.4K 0.06% 277
2019
Q4 		$636K Buy
5,101
+1,317
+35% +$159K 0.05% 333
2019
Q3 		$453K Buy
3,784
+79
+2% +$9.32K 0.05% 329
2019
Q2 		$429K Buy
3,705
+110
+3% +$12.3K 0.05% 321
2019
Q1 		$399K Buy
3,595
+602
+20% +$63.5K 0.13% 203
2018
Q4 		$293K Buy
2,993
+465
+18% +$48.5K 0.06% 286
2018
Q3 		$262K Sell
2,528
-501
-17% -$53.9K 0.05% 342
2018
Q2 		$308K Buy
3,029
+475
+19% +$48.4K 0.04% 343
2018
Q1 		$258K Sell
2,554
-2,618
-51% -$271K 0.04% 371
2017
Q4 		$529K Buy
5,172
+528
+11% +$52K 0.08% 207
2017
Q3 		$441K Sell
4,644
-15
-0.3% -$1.4K 0.07% 258
2017
Q2 		$431K Buy
4,659
+239
+5% +$21.9K 0.07% 244
2017
Q1 		$397K Buy
4,420
+3
+0.1% +$266 0.07% 226
2016
Q4 		$377K Buy
4,417
+452
+11% +$38K 0.07% 232
2016
Q3 		$333K Sell
3,965
-47
-1% -$3.98K 0.07% 243
2016
Q2 		$334K Buy
4,012
+464
+13% +$37.9K 0.07% 227
2016
Q1 		$288K Buy
3,548
+518
+17% +$39.7K 0.06% 222
2015
Q4 		$236K Buy
3,030
+150
+5% +$11.7K 0.05% 236
2015
Q3 		$212K Hold
2,880
– – 0.05% 248
2015
Q2 		$226K Sell
2,880
-225
-7% -$18.2K 0.05% 252
2015
Q1 		$250K Sell
3,105
-68
-2% -$5.52K 0.06% 245
2014
Q4 		$258K Buy
3,173
+1
+0% +$79 0.06% 226
2014
Q3 		$239K Hold
3,172
– – 0.06% 232
2014
Q2 		$247K Buy
3,172
+67
+2% +$5.13K 0.07% 223
2014
Q1 		$234K Sell
3,105
-302
-9% -$22.3K 0.07% 203
2013
Q4 		$256K Buy
3,407
+302
+10% +$22K 0.09% 189
2013
Q3 		$218K Buy
+3,105
New +$215K 0.08% 202

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

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

Prospera Financial Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2% in Q2 2026, selling an estimated $205K and leaving 44,216 shares worth $10.5M. The position accounts for 0.15% of the portfolio, ranked #151.

Prospera Financial Services first reported a position in VIG in Q3 2013 and has held it in 52 quarters since. 533 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Prospera Financial Services held 44,216 shares of Vanguard Dividend Appreciation ETF worth $10.5M as of Q2 2026.
  • Prospera Financial Services sold 894 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $205K.
  • Vanguard Dividend Appreciation ETF made up 0.15% of Prospera Financial Services's portfolio in Q2 2026, its #151 holding.
  • Prospera Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q3 2013 and has held it in 52 quarters since.
  • 533 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.