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Safir Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Safir Wealth 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 		$12.9M Buy
54,411
+800
+1% +$184K 8.37% 5
2026
Q1 		$11.5M Buy
53,611
+878
+2% +$196K 8.34% 5
2025
Q4 		$11.6M Buy
52,733
+193
+0.4% +$42.2K 8.13% 5
2025
Q3 		$11.3M Sell
52,540
-277
-0.5% -$58.2K 8.01% 5
2025
Q2 		$10.8M Buy
52,817
+885
+2% +$172K 7.93% 4
2025
Q1 		$10.1M Buy
51,932
+1,156
+2% +$230K 8% 5
2024
Q4 		$9.94M Buy
50,776
+1,312
+3% +$262K 7.67% 4
2024
Q3 		$9.8M Buy
49,464
+220
+0.4% +$41.9K 7.53% 5
2024
Q2 		$8.99M Sell
49,244
-146
-0.3% -$26.3K 7.37% 4
2024
Q1 		$9.02M Buy
49,390
+2,222
+5% +$390K 7.4% 4
2023
Q4 		$8.04M Sell
47,168
-472
-1% -$75.9K 7.23% 5
2023
Q3 		$7.4M Sell
47,640
-737
-2% -$119K 7.16% 5
2023
Q2 		$7.86M Buy
48,377
+2,697
+6% +$422K 7.27% 5
2023
Q1 		$7.04M Sell
45,680
-1,576
-3% -$241K 6.94% 6
2022
Q4 		$7.18M Sell
47,256
-540
-1% -$80.5K 7.31% 6
2022
Q3 		$6.46M Sell
47,796
-120
-0.3% -$17.9K 6.72% 6
2022
Q2 		$6.88M Sell
47,916
-607
-1% -$92.4K 6.73% 6
2022
Q1 		$7.87M Sell
48,523
-103
-0.2% -$16.6K 6.57% 5
2021
Q4 		$8.35M Sell
48,626
-1,608
-3% -$265K 6.5% 5
2021
Q3 		$7.72M Buy
50,234
+77
+0.2% +$12.3K 6.46% 5
2021
Q2 		$7.76M Buy
50,157
+528
+1% +$81K 6.59% 5
2021
Q1 		$7.3M Sell
49,629
-144
-0.3% -$20.5K 6.69% 5
2020
Q4 		$7.03M Buy
+49,773
New +$6.75M 6.53% 5

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AL
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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Safir Wealth Advisors's VIG Position: Q2 2026 in Review

Safir Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.5% in Q2 2026, buying an estimated $184K and bringing the position to 54,411 shares worth $12.9M. The position accounts for 8.37% of the portfolio, ranked #5.

Safir Wealth Advisors first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. 609 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Safir Wealth Advisors held 54,411 shares of Vanguard Dividend Appreciation ETF worth $12.9M as of Q2 2026.
  • Safir Wealth Advisors bought 800 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $184K.
  • Vanguard Dividend Appreciation ETF made up 8.37% of Safir Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Safir Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
  • 609 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Safir Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.