Safeguard Investment Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Safeguard Investment Advisory Group’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	$3.86M	Sell	16,326 -468	-3%	-$107K	0.89%	18
2026 Q1	$3.61M	Sell	16,794 -1,254	-7%	-$280K	1%	16
2025 Q4	$3.97M	Sell	18,048 -460	-2%	-$101K	1.01%	15
2025 Q3	$3.99M	Buy	18,508 +88	+0.5%	+$18.5K	0.99%	14
2025 Q2	$3.77M	Sell	18,420 -81	-0.4%	-$15.7K	0.94%	15
2025 Q1	$3.59M	Sell	18,501 -198	-1%	-$39.4K	0.98%	15
2024 Q4	$3.66M	Sell	18,699 -636	-3%	-$127K	1%	13
2024 Q3	$3.83M	Sell	19,335 -813	-4%	-$155K	1.09%	12
2024 Q2	$3.66M	Sell	20,148 -1,052	-5%	-$189K	1.14%	12
2024 Q1	$3.87M	Sell	21,200 -1,981	-9%	-$348K	1.31%	11
2023 Q4	$3.95M	Sell	23,181 -1,016	-4%	-$163K	1.49%	12
2023 Q3	$3.76M	Sell	24,197 -1,743	-7%	-$283K	1.64%	12
2023 Q2	$4.21M	Sell	25,940 -7,085	-21%	-$1.11M	1.8%	12
2023 Q1	$5.09M	Sell	33,025 -67,087	-67%	-$10.3M	2.45%	8
2022 Q4	$15.2M	Buy	100,112 +5,347	+6%	+$797K	9.37%	2
2022 Q3	$12.8M	Buy	94,765 +20,086	+27%	+$2.99M	8.77%	2
2022 Q2	$12.1M	Hold	74,679	–	–	7.45%	2
2022 Q1	$12.1M	Buy	74,679 +5,140	+7%	+$829K	8.26%	2
2021 Q4	$11.9M	Buy	69,539 +2,159	+3%	+$356K	6.97%	2
2021 Q3	$10.3M	Buy	67,380 +4,985	+8%	+$794K	6.7%	2
2021 Q2	$9.66M	Buy	62,395 +9,640	+18%	+$1.48M	6.88%	2
2021 Q1	$7.76M	Buy	52,755 +26,217	+99%	+$3.73M	6.93%	2
2020 Q4	$3.75M	Buy	+26,538	New	+$3.6M	3.32%	5

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

Safeguard Investment Advisory Group's VIG Position: Q2 2026 in Review

Safeguard Investment Advisory Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.8% in Q2 2026, selling an estimated $107K and leaving 16,326 shares worth $3.86M. The position accounts for 0.89% of the portfolio, ranked #18.

Safeguard Investment Advisory Group first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $15.2M in Q4 2022. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Safeguard Investment Advisory Group held 16,326 shares of Vanguard Dividend Appreciation ETF worth $3.86M as of Q2 2026.
Safeguard Investment Advisory Group sold 468 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $107K.
Vanguard Dividend Appreciation ETF made up 0.89% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #18 holding.
Safeguard Investment Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
Safeguard Investment Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $15.2M in Q4 2022.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.