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Royal Fund Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Royal Fund Management’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 		$4.28M Sell
18,067
-178
-1% -$40.9K 0.36% 95
2026
Q1 		$3.93M Buy
18,245
+536
+3% +$119K 0.37% 93
2025
Q4 		$3.9M Buy
17,709
+6,717
+61% +$1.47M 0.35% 89
2025
Q3 		$2.37M Sell
10,992
-3,949
-26% -$829K 0.28% 108
2025
Q2 		$3.06M Buy
14,941
+108
+0.7% +$20.9K 0.3% 112
2025
Q1 		$2.89M Sell
14,833
-13,907
-48% -$2.77M 0.32% 104
2024
Q4 		$5.66M Sell
28,740
-136
-0.5% -$27.2K 0.53% 56
2024
Q3 		$5.75M Buy
28,876
+14,893
+107% +$2.84M 0.34% 74
2024
Q2 		$2.57M Sell
13,983
-71,386
-84% -$12.8M 0.21% 106
2024
Q1 		$15.6M Buy
85,369
+198
+0.2% +$34.8K 1.53% 8
2023
Q4 		$14.5M Sell
85,171
-952
-1% -$153K 1.61% 9
2023
Q3 		$13.4M Buy
86,123
+1,012
+1% +$164K 1.81% 6
2023
Q2 		$13.8M Sell
85,111
-242
-0.3% -$37.9K 1.72% 9
2023
Q1 		$13.1M Sell
85,353
-4,222
-5% -$647K 1.88% 6
2022
Q4 		$13.6M Buy
89,575
+3,189
+4% +$475K 2.16% 4
2022
Q3 		$11.7M Sell
86,386
-13,747
-14% -$2.05M 2.12% 5
2022
Q2 		$14.4M Sell
100,133
-2,777
-3% -$423K 2.39% 4
2022
Q1 		$16.7M Buy
102,910
+12,498
+14% +$2.02M 2.42% 8
2021
Q4 		$15.5M Buy
90,412
+1,735
+2% +$286K 2.23% 8
2021
Q3 		$13.6M Sell
88,677
-4,028
-4% -$642K 1.98% 7
2021
Q2 		$14.3M Buy
92,705
+2,383
+3% +$366K 2.38% 4
2021
Q1 		$13.3M Buy
90,322
+1,870
+2% +$266K 2.43% 4
2020
Q4 		$12.5M Buy
88,452
+2,370
+3% +$321K 2.64% 5
2020
Q3 		$11.1M Buy
86,082
+42,599
+98% +$5.36M 2.83% 5
2020
Q2 		$5.09M Sell
43,483
-47,420
-52% -$5.4M 1.8% 7
2020
Q1 		$9.4M Sell
90,903
-7,345
-7% -$876K 3.83% 2
2019
Q4 		$12.2M Buy
98,248
+3,861
+4% +$467K 3.12% 3
2019
Q3 		$11.3M Buy
94,387
+6,258
+7% +$738K 3.15% 2
2019
Q2 		$10.1M Buy
88,129
+11,669
+15% +$1.31M 3.01% 2
2019
Q1 		$8.38M Buy
76,460
+11,372
+17% +$1.2M 2.67% 4
2018
Q4 		$6.38M Buy
65,088
+7,139
+12% +$744K 2.59% 9
2018
Q3 		$6.41M Buy
57,949
+1,275
+2% +$137K 2% 15
2018
Q2 		$5.76M Buy
56,674
+10,940
+24% +$1.12M 1.9% 17
2018
Q1 		$4.62M Sell
45,734
-9,540
-17% -$989K 1.69% 17
2017
Q4 		$5.64M Sell
55,274
-329
-0.6% -$32.4K 2.02% 18
2017
Q3 		$5.27M Buy
55,603
+17,959
+48% +$1.68M 2.1% 17
2017
Q2 		$3.49M Buy
37,644
+8,661
+30% +$795K 1.48% 24
2017
Q1 		$2.61M Buy
28,983
+17,307
+148% +$1.53M 1.26% 23
2016
Q4 		$994K Buy
+11,676
New +$982K 0.55% 27

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Fund Management's VIG Position: Q2 2026 in Review

Royal Fund Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.98% in Q2 2026, selling an estimated $40.9K and leaving 18,067 shares worth $4.28M. The position accounts for 0.36% of the portfolio, ranked #95.

Royal Fund Management first reported a position in VIG in Q4 2016 and has held it in 39 quarters since. The position peaked at $16.7M in Q1 2022. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Royal Fund Management held 18,067 shares of Vanguard Dividend Appreciation ETF worth $4.28M as of Q2 2026.
  • Royal Fund Management sold 178 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $40.9K.
  • Vanguard Dividend Appreciation ETF made up 0.36% of Royal Fund Management's portfolio in Q2 2026, its #95 holding.
  • Royal Fund Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 39 quarters since.
  • Royal Fund Management's Vanguard Dividend Appreciation ETF position peaked at $16.7M in Q1 2022.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.