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

Roxbury 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	$1.19M	Buy	5,029 +6	+0.1%	+$1.38K	0.94%	28
2026 Q1	$1.08M	Buy	5,023 +166	+3%	+$37K	0.97%	30
2025 Q4	$1.07M	Buy	4,857 +23	+0.5%	+$5.03K	0.96%	27
2025 Q3	$1.04M	Sell	4,834 -31	-0.6%	-$6.51K	0.96%	29
2025 Q2	$996K	Sell	4,865 -157	-3%	-$30.4K	0.97%	30
2025 Q1	$1.02M	Buy	5,022 +31	+0.6%	+$6.16K	1%	32
2024 Q4	$1.02M	Buy	+4,991	New	+$996K	0.99%	31

Other funds holding VIG

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

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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Roxbury Financial's VIG Position: Q2 2026 in Review

Roxbury Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.12% in Q2 2026, buying an estimated $1.38K and bringing the position to 5,029 shares worth $1.19M. The position accounts for 0.94% of the portfolio, ranked #28.

Roxbury Financial first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Roxbury Financial held 5,029 shares of Vanguard Dividend Appreciation ETF worth $1.19M as of Q2 2026.
Roxbury Financial bought 6 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.38K.
Vanguard Dividend Appreciation ETF made up 0.94% of Roxbury Financial's portfolio in Q2 2026, its #28 holding.
Roxbury Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.