Roble Belko & Company’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Roble Belko & Company’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	$615K	Hold	2,601	–	–	0.07%	81
2026 Q1	$559K	Hold	2,601	–	–	0.07%	79
2025 Q4	$572K	Buy	2,601 +1,721	+196%	+$376K	0.08%	77
2025 Q3	$190K	Hold	880	–	–	0.03%	110
2025 Q2	$180K	Hold	880	–	–	0.03%	115
2025 Q1	$171K	Hold	880	–	–	0.03%	112
2024 Q4	$172K	Hold	880	–	–	0.03%	109
2024 Q3	$174K	Hold	880	–	–	0.03%	108
2024 Q2	$161K	Hold	880	–	–	0.03%	111
2024 Q1	$161K	Hold	880	–	–	0.03%	109
2023 Q4	$150K	Hold	880	–	–	0.03%	102
2023 Q3	$137K	Hold	880	–	–	0.03%	103
2023 Q2	$143K	Hold	880	–	–	0.03%	102
2023 Q1	$136K	Hold	880	–	–	0.03%	113
2022 Q4	$134K	Hold	880	–	–	0.03%	113
2022 Q3	$119K	Hold	880	–	–	0.03%	114
2022 Q2	$126K	Hold	880	–	–	0.03%	116
2022 Q1	$143K	Hold	880	–	–	0.03%	121
2021 Q4	$151K	Hold	880	–	–	0.03%	114
2021 Q3	$135K	Hold	880	–	–	0.03%	109
2021 Q2	$136K	Hold	880	–	–	0.03%	112
2021 Q1	$129K	Hold	880	–	–	0.03%	108
2020 Q4	$124K	Hold	880	–	–	0.03%	103
2020 Q3	$113K	Hold	880	–	–	0.03%	105
2020 Q2	$103K	Hold	880	–	–	0.03%	112
2020 Q1	$91K	Hold	880	–	–	0.03%	120
2019 Q4	$110K	Hold	880	–	–	0.03%	124
2019 Q3	$105K	Hold	880	–	–	0.03%	118
2019 Q2	$101K	Hold	880	–	–	0.03%	118
2019 Q1	$96K	Hold	880	–	–	0.03%	95
2018 Q4	$86K	Hold	880	–	–	0.03%	93
2018 Q3	$97K	Hold	880	–	–	0.04%	78
2018 Q2	$89K	Hold	880	–	–	0.03%	80
2018 Q1	$89K	Hold	880	–	–	0.03%	87
2017 Q4	$90K	Hold	880	–	–	0.04%	82
2017 Q3	$83K	Hold	880	–	–	0.04%	77
2017 Q2	$82K	Hold	880	–	–	0.04%	77
2017 Q1	$79K	Hold	880	–	–	0.04%	81
2016 Q4	$75K	Hold	880	–	–	0.04%	83
2016 Q3	$74K	Sell	880 -88	-9%	-$7.46K	0.04%	96
2016 Q2	$81K	Hold	968	–	–	0.04%	85
2016 Q1	$79K	Hold	968	–	–	0.04%	75
2015 Q4	$75K	Hold	968	–	–	0.05%	70
2015 Q3	$71K	Sell	968 -702	-42%	-$54.4K	0.04%	74
2015 Q2	$131K	Hold	1,670	–	–	0.08%	66
2015 Q1	$134K	Buy	+1,670	New	+$135K	0.08%	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

Roble Belko & Company's VIG Position: Q2 2026 in Review

Roble Belko & Company held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,601 shares worth $615K. The position accounts for 0.07% of the portfolio, ranked #81.

Roble Belko & Company first reported a position in VIG in Q1 2015 and has held it in 46 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Roble Belko & Company held 2,601 shares of Vanguard Dividend Appreciation ETF worth $615K as of Q2 2026.
Roble Belko & Company left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.07% of Roble Belko & Company's portfolio in Q2 2026, its #81 holding.
Roble Belko & Company first reported a position in Vanguard Dividend Appreciation ETF in Q1 2015 and has held it in 46 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.