SageGuard Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

SageGuard Financial 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	$554K	Buy	2,341 +11	+0.5%	+$2.53K	0.08%	134
2026 Q1	$501K	Sell	2,330 -160	-6%	-$35.7K	0.08%	120
2025 Q4	$547K	Buy	+2,490	New	+$544K	0.09%	109
2021 Q1	–	Sell	-1,414	Closed	-$200K	–	135
2020 Q4	$200K	Buy	+1,414	New	+$192K	0.1%	118

Other funds holding VIG

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SageGuard Financial Group's VIG Position: Q2 2026 in Review

SageGuard Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.47% in Q2 2026, buying an estimated $2.53K and bringing the position to 2,341 shares worth $554K. The position accounts for 0.08% of the portfolio, ranked #134.

SageGuard Financial Group first reported a position in VIG in Q4 2020 and has held it in 4 quarters since. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

SageGuard Financial Group held 2,341 shares of Vanguard Dividend Appreciation ETF worth $554K as of Q2 2026.
SageGuard Financial Group bought 11 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.53K.
Vanguard Dividend Appreciation ETF made up 0.08% of SageGuard Financial Group's portfolio in Q2 2026, its #134 holding.
SageGuard Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 4 quarters since.
1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.