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

Resurgent 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	$5.73M	Buy	24,228 +1,892	+8%	+$434K	1.59%	9
2026 Q1	$4.8M	Buy	22,336 +766	+4%	+$171K	1.73%	8
2025 Q4	$4.74M	Buy	21,570 +86	+0.4%	+$18.8K	2.38%	7
2025 Q3	$4.64M	Sell	21,484 -261	-1%	-$54.8K	2.28%	7
2025 Q2	$4.45M	Sell	21,745 -200	-0.9%	-$38.8K	2.44%	7
2025 Q1	$4.26M	Buy	21,945 +1,165	+6%	+$232K	2.56%	6
2024 Q4	$4.07M	Buy	20,780 +438	+2%	+$87.4K	2.39%	6
2024 Q3	$4.03M	Buy	20,342 +165	+0.8%	+$31.4K	2.36%	7
2024 Q2	$3.68M	Sell	20,177 -12,785	-39%	-$2.3M	2.29%	6
2024 Q1	$6.02M	Buy	32,962 +17,424	+112%	+$3.06M	3.21%	4
2023 Q4	$2.65M	Buy	15,538 +64	+0.4%	+$10.3K	1.63%	8
2023 Q3	$2.4M	Buy	15,474 +751	+5%	+$122K	1.64%	9
2023 Q2	$2.39M	Buy	14,723 +1,567	+12%	+$245K	1.58%	10
2023 Q1	$2.03M	Buy	13,156 +809	+7%	+$124K	1.35%	11
2022 Q4	$1.87M	Buy	12,347 +28	+0.2%	+$4.17K	0.99%	18
2022 Q3	$1.67M	Buy	12,319 +1,341	+12%	+$200K	1.11%	18
2022 Q2	$1.57M	Buy	10,978 +406	+4%	+$61.8K	1.01%	18
2022 Q1	$1.71M	Buy	10,572 +1,215	+13%	+$196K	1.06%	19
2021 Q4	$1.61M	Buy	+9,357	New	+$1.54M	1.28%	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

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

Resurgent Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 8.5% in Q2 2026, buying an estimated $434K and bringing the position to 24,228 shares worth $5.73M. The position accounts for 1.59% of the portfolio, ranked #9.

Resurgent Financial Advisors first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.02M in Q1 2024. 2,594 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Resurgent Financial Advisors held 24,228 shares of Vanguard Dividend Appreciation ETF worth $5.73M as of Q2 2026.
Resurgent Financial Advisors bought 1,892 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $434K.
Vanguard Dividend Appreciation ETF made up 1.59% of Resurgent Financial Advisors's portfolio in Q2 2026, its #9 holding.
Resurgent Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
Resurgent Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $6.02M in Q1 2024.
2,594 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.