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

Shum 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 		$433K Buy
1,829
+76
+4% +$17.5K 0.26% 81
2026
Q1 		$377K Buy
1,753
+8
+0.5% +$1.78K 0.27% 77
2025
Q4 		$384K Buy
1,745
+17
+1% +$3.71K 0.28% 75
2025
Q3 		$373K Buy
+1,728
New +$363K 0.28% 76
2025
Q1 		$321K Buy
1,657
+39
+2% +$7.75K 0.28% 80
2024
Q4 		$317K Buy
1,618
+38
+2% +$7.59K 0.27% 76
2024
Q3 		$318K Buy
+1,580
New +$301K 0.27% 80

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
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
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

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

Shum Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.3% in Q2 2026, buying an estimated $17.5K and bringing the position to 1,829 shares worth $433K. The position accounts for 0.26% of the portfolio, ranked #81.

Shum Financial Group first reported a position in VIG in Q3 2024 and has held it in 7 quarters since. 1,756 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Shum Financial Group held 1,829 shares of Vanguard Dividend Appreciation ETF worth $433K as of Q2 2026.
  • Shum Financial Group bought 76 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $17.5K.
  • Vanguard Dividend Appreciation ETF made up 0.26% of Shum Financial Group's portfolio in Q2 2026, its #81 holding.
  • Shum Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,756 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.