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Samalin Investment Counsel’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Samalin Investment Counsel’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 		$1.15M Buy
4,866
+247
+5% +$56.7K 0.36% 73
2026
Q1 		$993K Buy
4,619
+902
+24% +$201K 0.35% 74
2025
Q4 		$817K Buy
3,717
+6
+0.2% +$1.31K 0.29% 99
2025
Q3 		$801K Buy
3,711
+137
+4% +$28.8K 0.28% 105
2025
Q2 		$731K Buy
3,574
+1,064
+42% +$206K 0.28% 104
2025
Q1 		$487K Sell
2,510
-474
-16% -$94.3K 0.2% 165
2024
Q4 		$584K Sell
2,984
-89
-3% -$17.8K 0.25% 115
2024
Q3 		$609K Buy
3,073
+291
+10% +$55.4K 0.26% 116
2024
Q2 		$508K Sell
2,782
-254
-8% -$45.7K 0.24% 136
2024
Q1 		$554K Buy
3,036
+2
+0.1% +$351 0.26% 121
2023
Q4 		$517K Buy
3,034
+3
+0.1% +$483 0.26% 124
2023
Q3 		$471K Buy
3,031
+2
+0.1% +$324 0.27% 110
2023
Q2 		$492K Sell
3,029
-247
-8% -$38.7K 0.27% 114
2023
Q1 		$505K Sell
3,276
-785
-19% -$120K 0.3% 98
2022
Q4 		$617K Buy
4,061
+1,442
+55% +$215K 0.39% 76
2022
Q3 		$354K Buy
2,619
+211
+9% +$31.4K 0.26% 118
2022
Q2 		$345K Sell
2,408
-300
-11% -$45.7K 0.24% 129
2022
Q1 		$439K Buy
+2,708
New +$437K 0.27% 114
2020
Q1 		– Sell
-715
Closed -$89K – 503
2019
Q4 		$89K Buy
+715
New +$86.5K 0.07% 237

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 $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Samalin Investment Counsel's VIG Position: Q2 2026 in Review

Samalin Investment Counsel increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.3% in Q2 2026, buying an estimated $56.7K and bringing the position to 4,866 shares worth $1.15M. The position accounts for 0.36% of the portfolio, ranked #73.

Samalin Investment Counsel first reported a position in VIG in Q4 2019 and has held it in 19 quarters since. 1,259 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Samalin Investment Counsel held 4,866 shares of Vanguard Dividend Appreciation ETF worth $1.15M as of Q2 2026.
  • Samalin Investment Counsel bought 247 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $56.7K.
  • Vanguard Dividend Appreciation ETF made up 0.36% of Samalin Investment Counsel's portfolio in Q2 2026, its #73 holding.
  • Samalin Investment Counsel first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 19 quarters since.
  • 1,259 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.