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Sage Investment Advisers’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sage Investment Advisers’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 		$2.86M Buy
12,069
+254
+2% +$58.3K 1.92% 17
2026
Q1 		$2.55M Buy
11,815
+702
+6% +$156K 1.89% 17
2025
Q4 		$2.44M Buy
+11,113
New +$2.43M 1.83% 19
2024
Q3 		$1.82M Buy
9,210
+114
+1% +$21.7K 1.91% 18
2024
Q2 		$1.66M Buy
9,096
+1,135
+14% +$204K 1.88% 18
2024
Q1 		$1.45M Buy
7,961
+246
+3% +$43.2K 1.67% 21
2023
Q4 		$1.31M Sell
7,715
-1,736
-18% -$279K 1.59% 24
2023
Q3 		$1.47M Buy
9,451
+459
+5% +$74.4K 2.01% 19
2023
Q2 		$1.46M Sell
8,992
-205
-2% -$32.1K 1.95% 23
2023
Q1 		$1.42M Buy
9,197
+483
+6% +$74K 1.89% 22
2022
Q4 		$1.32M Sell
8,714
-52
-0.6% -$7.75K 1.89% 22
2022
Q3 		$1.19M Buy
8,766
+2,711
+45% +$403K 1.87% 20
2022
Q2 		$869K Sell
6,055
-130
-2% -$19.8K 1.36% 28
2022
Q1 		$1M Buy
6,185
+831
+16% +$134K 1.33% 26
2021
Q4 		$919K Buy
+5,354
New +$882K 1.18% 29

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

Sage Investment Advisers's VIG Position: Q2 2026 in Review

Sage Investment Advisers increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.1% in Q2 2026, buying an estimated $58.3K and bringing the position to 12,069 shares worth $2.86M. The position accounts for 1.92% of the portfolio, ranked #17.

Sage Investment Advisers first reported a position in VIG in Q4 2021 and has held it in 15 quarters since. 1,352 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Sage Investment Advisers held 12,069 shares of Vanguard Dividend Appreciation ETF worth $2.86M as of Q2 2026.
  • Sage Investment Advisers bought 254 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $58.3K.
  • Vanguard Dividend Appreciation ETF made up 1.92% of Sage Investment Advisers's portfolio in Q2 2026, its #17 holding.
  • Sage Investment Advisers first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 15 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.