Prosperity Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Prosperity Capital Advisors’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	$502K	Buy	2,123 +378	+22%	+$86.8K	0.02%	272
2026 Q1	$375K	Sell	1,745 -46	-3%	-$10.3K	0.02%	298
2025 Q4	$394K	Sell	1,791 -640	-26%	-$140K	0.02%	288
2025 Q3	$525K	Sell	2,431 -35	-1%	-$7.35K	0.03%	271
2025 Q2	$505K	Buy	2,466 +30	+1%	+$5.82K	0.03%	258
2025 Q1	$472K	Buy	2,436 +2	+0.1%	+$398	0.04%	237
2024 Q4	$477K	Sell	2,434 -171	-7%	-$34.1K	0.04%	228
2024 Q3	$516K	Buy	2,605 +55	+2%	+$10.5K	0.04%	216
2024 Q2	$466K	Sell	2,550 -510	-17%	-$91.8K	0.05%	201
2024 Q1	$559K	Buy	3,060 +1,882	+160%	+$331K	0.07%	200
2023 Q4	$201K	Buy	+1,178	New	+$190K	0.02%	252
2023 Q3	–	Sell	-1,252	Closed	-$203K	–	256
2023 Q2	$203K	Buy	+1,252	New	+$196K	0.03%	222
2023 Q1	–	Sell	-1,491	Closed	-$226K	–	214
2022 Q4	$226K	Buy	+1,491	New	+$222K	0.07%	175

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

Prosperity Capital Advisors's VIG Position: Q2 2026 in Review

Prosperity Capital Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 22% in Q2 2026, buying an estimated $86.8K and bringing the position to 2,123 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #272.

Prosperity Capital Advisors first reported a position in VIG in Q4 2022 and has held it in 13 quarters since. The position peaked at $559K in Q1 2024. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Prosperity Capital Advisors held 2,123 shares of Vanguard Dividend Appreciation ETF worth $502K as of Q2 2026.
Prosperity Capital Advisors bought 378 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $86.8K.
Vanguard Dividend Appreciation ETF made up 0.02% of Prosperity Capital Advisors's portfolio in Q2 2026, its #272 holding.
Prosperity Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 13 quarters since.
Prosperity Capital Advisors's Vanguard Dividend Appreciation ETF position peaked at $559K in Q1 2024.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.