RTD Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

RTD Financial 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	$1.2M	Buy	5,090 +626	+14%	+$144K	0.13%	70
2026 Q1	$960K	Hold	4,464	–	–	0.12%	71
2025 Q4	$981K	Hold	4,464	–	–	0.12%	67
2025 Q3	$963K	Sell	4,464 -234	-5%	-$49.1K	0.12%	64
2025 Q2	$962K	Buy	4,698 +145	+3%	+$28.1K	0.12%	63
2025 Q1	$883K	Hold	4,553	–	–	0.12%	66
2024 Q4	$892K	Hold	4,553	–	–	0.11%	62
2024 Q3	$902K	Sell	4,553 -2	-0%	-$381	0.11%	67
2024 Q2	$832K	Buy	4,555 +900	+25%	+$162K	0.11%	65
2024 Q1	$667K	Hold	3,655	–	–	0.09%	68
2023 Q4	$623K	Hold	3,655	–	–	0.09%	69
2023 Q3	$568K	Buy	+3,655	New	+$592K	0.09%	70

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 $43.3B AUM 29.3% 1-Year Est. Return

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

RTD Financial Advisors's VIG Position: Q2 2026 in Review

RTD Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 14% in Q2 2026, buying an estimated $144K and bringing the position to 5,090 shares worth $1.2M. The position accounts for 0.13% of the portfolio, ranked #70.

RTD Financial Advisors first reported a position in VIG in Q3 2023 and has held it in 12 quarters since. 1,262 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

RTD Financial Advisors held 5,090 shares of Vanguard Dividend Appreciation ETF worth $1.2M as of Q2 2026.
RTD Financial Advisors bought 626 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $144K.
Vanguard Dividend Appreciation ETF made up 0.13% of RTD Financial Advisors's portfolio in Q2 2026, its #70 holding.
RTD Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 12 quarters since.
1,262 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.