Sandy Cove Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sandy Cove 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	$8.41M	Buy	35,522 +1,720	+5%	+$395K	2.1%	14
2026 Q1	$7.27M	Sell	33,802 -547	-2%	-$122K	2.18%	14
2025 Q4	$7.55M	Sell	34,349 -13,091	-28%	-$2.86M	2.24%	13
2025 Q3	$10.2M	Sell	47,440 -1,162	-2%	-$244K	3.27%	9
2025 Q2	$9.95M	Sell	48,602 -2,762	-5%	-$535K	3.59%	8
2025 Q1	$9.96M	Sell	51,364 -2,429	-5%	-$483K	4%	8
2024 Q4	$10.5M	Buy	53,793 +1,135	+2%	+$227K	4.14%	7
2024 Q3	$10.4M	Sell	52,658 -2,720	-5%	-$518K	4.25%	7
2024 Q2	$10.1M	Sell	55,378 -645	-1%	-$116K	4.5%	6
2024 Q1	$10.2M	Sell	56,023 -268	-0.5%	-$47.1K	4.71%	5
2023 Q4	$9.59M	Sell	56,291 -2,843	-5%	-$457K	4.91%	4
2023 Q3	$9.19M	Sell	59,134 -4,837	-8%	-$784K	5.32%	4
2023 Q2	$10.4M	Buy	63,971 +1,985	+3%	+$311K	5.91%	2
2023 Q1	$9.55M	Buy	61,986 +1,199	+2%	+$184K	6.91%	2
2022 Q4	$9.23M	Buy	60,787 +1,413	+2%	+$211K	7.44%	3
2022 Q3	$8.03M	Buy	59,374 +4,752	+9%	+$707K	7.22%	4
2022 Q2	$7.84M	Buy	54,622 +53,772	+6,326%	+$8.18M	7.12%	4
2022 Q1	$138K	Buy	850 +2	+0.2%	+$323	0.11%	104
2021 Q4	$146K	Buy	+848	New	+$140K	0.12%	95

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

Sandy Cove Advisors's VIG Position: Q2 2026 in Review

Sandy Cove Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.1% in Q2 2026, buying an estimated $395K and bringing the position to 35,522 shares worth $8.41M. The position accounts for 2.1% of the portfolio, ranked #14.

Sandy Cove Advisors first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.5M in Q4 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Sandy Cove Advisors held 35,522 shares of Vanguard Dividend Appreciation ETF worth $8.41M as of Q2 2026.
Sandy Cove Advisors bought 1,720 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $395K.
Vanguard Dividend Appreciation ETF made up 2.1% of Sandy Cove Advisors's portfolio in Q2 2026, its #14 holding.
Sandy Cove Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
Sandy Cove Advisors's Vanguard Dividend Appreciation ETF position peaked at $10.5M in Q4 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.