Rossby Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Rossby Financial’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	$1.08M	Sell	4,632 -1,042	-18%	-$239K	0.2%	99
2026 Q1	$1.22M	Buy	5,674 +2,152	+61%	+$480K	0.25%	80
2025 Q4	$774K	Buy	3,522 +2,816	+399%	+$615K	0.24%	76
2025 Q3	$153K	Sell	706 -78	-10%	-$16.4K	0.05%	326
2025 Q2	$160K	Buy	784 +40	+5%	+$7.75K	0.06%	289
2025 Q1	$140K	Buy	+744	New	+$148K	0.06%	294

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

Rossby Financial's VIG Position: Q2 2026 in Review

Rossby Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 18% in Q2 2026, selling an estimated $239K and leaving 4,632 shares worth $1.08M. The position accounts for 0.2% of the portfolio, ranked #99.

Rossby Financial first reported a position in VIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.22M in Q1 2026. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Rossby Financial held 4,632 shares of Vanguard Dividend Appreciation ETF worth $1.08M as of Q2 2026.
Rossby Financial sold 1,042 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $239K.
Vanguard Dividend Appreciation ETF made up 0.2% of Rossby Financial's portfolio in Q2 2026, its #99 holding.
Rossby Financial first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 6 quarters since.
Rossby Financial's Vanguard Dividend Appreciation ETF position peaked at $1.22M in Q1 2026.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.