RIA Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

RIA Advisory Group’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	$489K	Sell	2,066 -138	-6%	-$31.7K	0.11%	94
2026 Q1	$474K	Sell	2,204 -4,173	-65%	-$930K	0.11%	89
2025 Q4	$1.4M	Buy	6,377 +4,170	+189%	+$911K	0.34%	50
2025 Q3	$476K	Sell	2,207 -30	-1%	-$6.3K	0.12%	83
2025 Q2	$458K	Sell	2,237 -157	-7%	-$30.4K	0.13%	78
2025 Q1	$465K	Buy	2,394 +372	+18%	+$74K	0.15%	84
2024 Q4	$396K	Sell	2,022 -346	-15%	-$69.1K	0.13%	87
2024 Q3	$469K	Buy	+2,368	New	+$451K	0.17%	73
2024 Q1	$437K	Sell	2,392 -30,512	-93%	-$5.36M	0.18%	72
2023 Q4	$1.25M	Buy	32,904 +30,917	+1,556%	+$4.97M	0.52%	23
2023 Q3	$309K	Buy	1,987 +53	+3%	+$8.59K	0.14%	81
2023 Q2	$314K	Buy	1,934 +436	+29%	+$68.3K	0.14%	82
2023 Q1	$231K	Buy	+1,498	New	+$229K	0.11%	102

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

RIA Advisory Group's VIG Position: Q2 2026 in Review

RIA Advisory Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.3% in Q2 2026, selling an estimated $31.7K and leaving 2,066 shares worth $489K. The position accounts for 0.11% of the portfolio, ranked #94.

RIA Advisory Group first reported a position in VIG in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.4M in Q4 2025. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

RIA Advisory Group held 2,066 shares of Vanguard Dividend Appreciation ETF worth $489K as of Q2 2026.
RIA Advisory Group sold 138 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $31.7K.
Vanguard Dividend Appreciation ETF made up 0.11% of RIA Advisory Group's portfolio in Q2 2026, its #94 holding.
RIA Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 13 quarters since.
RIA Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $1.4M in Q4 2025.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.