Ritter Daniher Financial Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Ritter Daniher Financial Advisory’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	$4.84M	Sell	20,435 -327	-2%	-$75.1K	0.74%	24
2026 Q1	$4.47M	Sell	20,762 -273	-1%	-$60.9K	0.76%	24
2025 Q4	$4.62M	Sell	21,035 -189	-0.9%	-$41.3K	0.78%	25
2025 Q3	$4.58M	Buy	21,224 +16,448	+344%	+$3.45M	0.81%	26
2025 Q2	$978K	Buy	4,776 +75	+2%	+$14.5K	0.24%	38
2025 Q1	$912K	Hold	4,701	–	–	0.25%	35
2024 Q4	$921K	Sell	4,701 -227	-5%	-$45.3K	0.26%	34
2024 Q3	$976K	Hold	4,928	–	–	0.28%	34
2024 Q2	$900K	Sell	4,928 -172	-3%	-$31K	0.29%	33
2024 Q1	$931K	Hold	5,100	–	–	0.31%	29
2023 Q4	$869K	Sell	5,100 -388	-7%	-$62.4K	0.32%	29
2023 Q3	$853K	Buy	5,488 +1,633	+42%	+$265K	0.36%	23
2023 Q2	$626K	Sell	3,855 -249	-6%	-$39K	0.26%	38
2023 Q1	$632K	Sell	4,104 -1,837	-31%	-$281K	0.28%	36
2022 Q4	$902K	Buy	5,941 +4,532	+322%	+$675K	0.43%	26
2022 Q3	$190K	Hold	1,409	–	–	0.14%	67
2022 Q2	$202K	Buy	1,409 +498	+55%	+$75.8K	0.14%	62
2022 Q1	$148K	Buy	911 +21	+2%	+$3.39K	0.1%	67
2021 Q4	$153K	Sell	890 -60	-6%	-$9.89K	0.1%	65
2021 Q3	$146K	Hold	950	–	–	0.11%	67
2021 Q2	$147K	Hold	950	–	–	0.11%	64
2021 Q1	$140K	Hold	950	–	–	0.11%	63
2020 Q4	$134K	Buy	+950	New	+$129K	0.12%	60

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

Ritter Daniher Financial Advisory's VIG Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.6% in Q2 2026, selling an estimated $75.1K and leaving 20,435 shares worth $4.84M. The position accounts for 0.74% of the portfolio, ranked #24.

Ritter Daniher Financial Advisory first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Ritter Daniher Financial Advisory held 20,435 shares of Vanguard Dividend Appreciation ETF worth $4.84M as of Q2 2026.
Ritter Daniher Financial Advisory sold 327 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $75.1K.
Vanguard Dividend Appreciation ETF made up 0.74% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #24 holding.
Ritter Daniher Financial Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.