Rockingstone Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Rockingstone 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	$1.24M	Buy	5,241 +210	+4%	+$48.2K	0.5%	56
2026 Q1	$1.08M	Buy	5,031 +85	+2%	+$18.9K	0.5%	58
2025 Q4	$1.09M	Buy	4,946 +870	+21%	+$190K	0.5%	57
2025 Q3	$880K	Sell	4,076 -260	-6%	-$54.6K	0.43%	62
2025 Q2	$888K	Hold	4,336	–	–	0.47%	61
2025 Q1	$841K	Sell	4,336 -530	-11%	-$105K	0.38%	62
2024 Q4	$953K	Hold	4,866	–	–	0.42%	56
2024 Q3	$964K	Buy	4,866 +35	+0.7%	+$6.66K	0.47%	60
2024 Q2	$882K	Sell	4,831 -1,513	-24%	-$272K	0.45%	63
2024 Q1	$1.16M	Sell	6,344 -61	-1%	-$10.7K	0.6%	60
2023 Q4	$1.09M	Buy	6,405 +275	+4%	+$44.2K	0.61%	61
2023 Q3	$953K	Buy	6,130 +180	+3%	+$29.2K	0.53%	60
2023 Q2	$966K	Hold	5,950	–	–	0.55%	59
2023 Q1	$916K	Buy	5,950 +690	+13%	+$106K	0.56%	62
2022 Q4	$799K	Buy	+5,260	New	+$784K	0.6%	59

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rockingstone Advisors's VIG Position: Q2 2026 in Review

Rockingstone Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.2% in Q2 2026, buying an estimated $48.2K and bringing the position to 5,241 shares worth $1.24M. The position accounts for 0.5% of the portfolio, ranked #56.

Rockingstone Advisors first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Rockingstone Advisors held 5,241 shares of Vanguard Dividend Appreciation ETF worth $1.24M as of Q2 2026.
Rockingstone Advisors bought 210 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $48.2K.
Vanguard Dividend Appreciation ETF made up 0.5% of Rockingstone Advisors's portfolio in Q2 2026, its #56 holding.
Rockingstone Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.