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SC&H Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

SC&H Financial 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 		$2.25M Buy
9,489
+5
+0.1% +$1.15K 0.3% 43
2026
Q1 		$2.04M Buy
9,484
+5
+0.1% +$1.11K 0.31% 41
2025
Q4 		$2.08M Buy
9,479
+17
+0.2% +$3.71K 0.32% 39
2025
Q3 		$2.04M Sell
9,462
-5,008
-35% -$1.05M 0.33% 39
2025
Q2 		$2.96M Hold
14,470
– – 0.51% 29
2025
Q1 		$2.81M Buy
14,470
+12
+0.1% +$2.39K 0.55% 27
2024
Q4 		$2.83M Buy
14,458
+26
+0.2% +$5.19K 0.58% 28
2024
Q3 		$2.86M Buy
14,432
+14
+0.1% +$2.67K 0.62% 26
2024
Q2 		$2.63M Sell
14,418
-708
-5% -$127K 0.65% 25
2024
Q1 		$2.76M Buy
15,126
+11
+0.1% +$1.93K 0.72% 22
2023
Q4 		$2.58M Sell
15,115
-252
-2% -$40.5K 0.74% 23
2023
Q3 		$2.39M Sell
15,367
-141
-0.9% -$22.9K 0.79% 23
2023
Q2 		$2.52M Sell
15,508
-140
-0.9% -$21.9K 0.83% 23
2023
Q1 		$2.41M Sell
15,648
-391
-2% -$59.9K 0.88% 21
2022
Q4 		$2.44M Sell
16,039
-563
-3% -$83.9K 1.01% 19
2022
Q3 		$2.24M Sell
16,602
-1,516
-8% -$226K 1.12% 19
2022
Q2 		$2.6M Sell
18,118
-949
-5% -$144K 1.21% 18
2022
Q1 		$3.09M Sell
19,067
-667
-3% -$108K 1.47% 17
2021
Q4 		$3.39M Buy
+19,734
New +$3.25M 1.87% 11

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SC&H Financial Advisors's VIG Position: Q2 2026 in Review

SC&H Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.05% in Q2 2026, buying an estimated $1.15K and bringing the position to 9,489 shares worth $2.25M. The position accounts for 0.3% of the portfolio, ranked #43.

SC&H Financial Advisors first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.39M in Q4 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • SC&H Financial Advisors held 9,489 shares of Vanguard Dividend Appreciation ETF worth $2.25M as of Q2 2026.
  • SC&H Financial Advisors bought 5 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.15K.
  • Vanguard Dividend Appreciation ETF made up 0.3% of SC&H Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • SC&H Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • SC&H Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $3.39M in Q4 2021.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.