RCYC
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Richard C. Young & Co’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Richard C. Young & Co’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 		$2.41M Sell
10,182
-17
-0.2% -$3.9K 0.18% 62
2026
Q1 		$2.19M Buy
10,199
+3,041
+42% +$678K 0.18% 64
2025
Q4 		$1.57M Sell
7,158
-136
-2% -$29.7K 0.14% 66
2025
Q3 		$1.57M Sell
7,294
-153
-2% -$32.1K 0.15% 67
2025
Q2 		$1.52M Buy
7,447
+448
+6% +$86.8K 0.15% 67
2025
Q1 		$1.36M Buy
6,999
+161
+2% +$32K 0.15% 69
2024
Q4 		$1.34M Buy
6,838
+438
+7% +$87.4K 0.15% 70
2024
Q3 		$1.27M Buy
6,400
+217
+4% +$41.3K 0.14% 64
2024
Q2 		$1.13M Buy
6,183
+161
+3% +$29K 0.14% 65
2024
Q1 		$1.1M Buy
6,022
+499
+9% +$87.7K 0.14% 63
2023
Q4 		$941K Sell
5,523
-15
-0.3% -$2.41K 0.13% 65
2023
Q3 		$860K Buy
5,538
+1,253
+29% +$203K 0.12% 64
2023
Q2 		$696K Buy
4,285
+118
+3% +$18.5K 0.1% 63
2023
Q1 		$642K Sell
4,167
-1,094
-21% -$168K 0.09% 66
2022
Q4 		$799K Sell
5,261
-234
-4% -$34.9K 0.11% 69
2022
Q3 		$743K Buy
5,495
+56
+1% +$8.33K 0.11% 65
2022
Q2 		$780K Buy
5,439
+213
+4% +$32.4K 0.1% 69
2022
Q1 		$848K Sell
5,226
-35,905
-87% -$5.79M 0.11% 66
2021
Q4 		$7.06M Buy
41,131
+36,843
+859% +$6.07M 0.89% 48
2021
Q3 		$659K Sell
4,288
-272
-6% -$43.3K 0.09% 65
2021
Q2 		$706K Buy
4,560
+455
+11% +$69.8K 0.09% 69
2021
Q1 		$604K Buy
4,105
+538
+15% +$76.5K 0.08% 69
2020
Q4 		$504K Buy
3,567
+682
+24% +$92.4K 0.08% 68
2020
Q3 		$302K Buy
2,885
+324
+13% +$40.8K 0.05% 68
2020
Q2 		$300K Buy
2,561
+93
+4% +$10.6K 0.05% 79
2020
Q1 		$256K Hold
2,468
– – 0.05% 75
2019
Q4 		$308K Buy
2,468
+12
+0.5% +$1.45K 0.05% 68
2019
Q3 		$294K Buy
2,456
+12
+0.5% +$1.42K 0.05% 69
2019
Q2 		$281K Buy
2,444
+405
+20% +$45.4K 0.05% 65
2019
Q1 		$224K Sell
2,039
-132
-6% -$13.9K 0.04% 69
2018
Q4 		$213K Buy
+2,171
New +$226K 0.05% 68

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Richard C. Young & Co's VIG Position: Q2 2026 in Review

Richard C. Young & Co reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.17% in Q2 2026, selling an estimated $3.9K and leaving 10,182 shares worth $2.41M. The position accounts for 0.18% of the portfolio, ranked #62.

Richard C. Young & Co first reported a position in VIG in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.06M in Q4 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Richard C. Young & Co held 10,182 shares of Vanguard Dividend Appreciation ETF worth $2.41M as of Q2 2026.
  • Richard C. Young & Co sold 17 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $3.9K.
  • Vanguard Dividend Appreciation ETF made up 0.18% of Richard C. Young & Co's portfolio in Q2 2026, its #62 holding.
  • Richard C. Young & Co first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 31 quarters since.
  • Richard C. Young & Co's Vanguard Dividend Appreciation ETF position peaked at $7.06M in Q4 2021.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.