Red Mountain Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Red Mountain Financial’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	$1.98M	Buy	8,368 +8	+0.1%	+$1.84K	1.66%	22
2026 Q1	$1.8M	Sell	8,360 -94	-1%	-$21K	1.69%	22
2025 Q4	$1.86M	Buy	8,454 +113	+1%	+$24.7K	1.82%	20
2025 Q3	$1.8M	Buy	8,341 +87	+1%	+$18.3K	1.83%	18
2025 Q2	$1.69M	Buy	8,254 +500	+6%	+$96.9K	1.88%	17
2025 Q1	$1.5M	Buy	7,754 +175	+2%	+$34.8K	1.83%	17
2024 Q4	$1.48M	Sell	7,579 -305	-4%	-$60.9K	1.6%	19
2024 Q3	$1.56M	Buy	7,884 +24	+0.3%	+$4.57K	1.66%	17
2024 Q2	$1.43M	Buy	+7,860	New	+$1.41M	1.73%	18
2023 Q4	$1.3M	Buy	+7,639	New	+$1.23M	2.01%	15

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

Red Mountain Financial's VIG Position: Q2 2026 in Review

Red Mountain Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.1% in Q2 2026, buying an estimated $1.84K and bringing the position to 8,368 shares worth $1.98M. The position accounts for 1.66% of the portfolio, ranked #22.

Red Mountain Financial first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Red Mountain Financial held 8,368 shares of Vanguard Dividend Appreciation ETF worth $1.98M as of Q2 2026.
Red Mountain Financial bought 8 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.84K.
Vanguard Dividend Appreciation ETF made up 1.66% of Red Mountain Financial's portfolio in Q2 2026, its #22 holding.
Red Mountain Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.