Quantum Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Quantum Financial 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	$440K	Buy	1,860 +175	+10%	+$40.2K	0.04%	135
2026 Q1	$362K	Sell	1,685 -52	-3%	-$11.6K	0.04%	140
2025 Q4	$382K	Buy	1,737 +69	+4%	+$15.1K	0.04%	138
2025 Q3	$360K	Buy	+1,668	New	+$350K	0.04%	126

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

Quantum Financial Advisors's VIG Position: Q2 2026 in Review

Quantum Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 10% in Q2 2026, buying an estimated $40.2K and bringing the position to 1,860 shares worth $440K. The position accounts for 0.04% of the portfolio, ranked #135.

Quantum Financial Advisors first reported a position in VIG in Q3 2025 and has held it in 4 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Quantum Financial Advisors held 1,860 shares of Vanguard Dividend Appreciation ETF worth $440K as of Q2 2026.
Quantum Financial Advisors bought 175 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $40.2K.
Vanguard Dividend Appreciation ETF made up 0.04% of Quantum Financial Advisors's portfolio in Q2 2026, its #135 holding.
Quantum Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 4 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.