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

Seamount 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 		$6.22M Buy
26,286
+21
+0.1% +$4.82K 2.51% 10
2026
Q1 		$5.65M Buy
26,265
+716
+3% +$160K 2.55% 9
2025
Q4 		$5.62M Buy
25,549
+549
+2% +$120K 2.55% 9
2025
Q3 		$5.39M Buy
25,000
+283
+1% +$59.4K 2.55% 7
2025
Q2 		$5.06M Buy
24,717
+1,575
+7% +$305K 2.6% 7
2025
Q1 		$4.49M Buy
23,142
+291
+1% +$57.9K 3.06% 7
2024
Q4 		$4.47M Buy
22,851
+86
+0.4% +$17.2K 3.09% 7
2024
Q3 		$4.51M Buy
22,765
+2,448
+12% +$466K 3.39% 7
2024
Q2 		$3.71M Buy
20,317
+496
+3% +$89.3K 3.03% 7
2024
Q1 		$3.62M Buy
19,821
+799
+4% +$140K 3.17% 7
2023
Q4 		$3.24M Buy
+19,022
New +$3.06M 3.1% 6

Other funds holding VIG

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
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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

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

Seamount Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.08% in Q2 2026, buying an estimated $4.82K and bringing the position to 26,286 shares worth $6.22M. The position accounts for 2.51% of the portfolio, ranked #10.

Seamount Financial Group first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Seamount Financial Group held 26,286 shares of Vanguard Dividend Appreciation ETF worth $6.22M as of Q2 2026.
  • Seamount Financial Group bought 21 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $4.82K.
  • Vanguard Dividend Appreciation ETF made up 2.51% of Seamount Financial Group's portfolio in Q2 2026, its #10 holding.
  • Seamount Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
  • 984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.