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SimpliFi Inc’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

SimpliFi Inc’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 		$25.3M Buy
106,855
+1,007
+1% +$231K 9.99% 3
2026
Q1 		$22.8M Buy
105,848
+1,000
+1% +$223K 9.56% 4
2025
Q4 		$23M Buy
104,848
+45,726
+77% +$9.99M 9.75% 3
2025
Q3 		$12.8M Sell
59,122
-817
-1% -$172K 5.46% 7
2025
Q2 		$12.3M Buy
59,939
+24
+0% +$4.65K 5.41% 7
2025
Q1 		$11.6M Buy
59,915
+322
+0.5% +$64K 5.33% 8
2024
Q4 		$11.7M Sell
59,593
-511
-0.9% -$102K 5.34% 7
2024
Q3 		$11.9M Sell
60,104
-3,223
-5% -$614K 5.28% 7
2024
Q2 		$11.6M Sell
63,327
-1,059
-2% -$191K 5.34% 7
2024
Q1 		$11.8M Sell
64,386
-46,187
-42% -$8.11M 5.38% 7
2023
Q4 		$17.2M Hold
110,573
– – 8.46% 6
2023
Q3 		$17.2M Sell
110,573
-3,769
-3% -$611K 8.47% 6
2023
Q2 		$18.6M Sell
114,342
-172
-0.2% -$26.9K 8.78% 5
2023
Q1 		$17.6M Sell
114,514
-940
-0.8% -$144K 8.67% 4
2022
Q4 		$17.5M Sell
115,454
-5,446
-5% -$812K 9.15% 4
2022
Q3 		$16.3M Buy
120,900
+2,682
+2% +$399K 8.46% 4
2022
Q2 		$17M Buy
118,218
+727
+0.6% +$111K 8.38% 4
2022
Q1 		$19.1M Buy
117,491
+478
+0.4% +$77.1K 8.66% 5
2021
Q4 		$20.1M Sell
117,013
-11,204
-9% -$1.85M 8.78% 5
2021
Q3 		$19.7M Buy
128,217
+1,269
+1% +$202K 8.84% 6
2021
Q2 		$19.6M Sell
126,948
-7,787
-6% -$1.2M 8.9% 6
2021
Q1 		$19.8M Sell
134,735
-317
-0.2% -$45.1K 9.26% 5
2020
Q4 		$19.1M Sell
135,052
-4,235
-3% -$574K 8.88% 5
2020
Q3 		$17.9M Buy
139,287
+732
+0.5% +$92.1K 8.93% 6
2020
Q2 		$16.2M Buy
138,555
+2,322
+2% +$264K 8.52% 6
2020
Q1 		$14.1M Sell
136,233
-6,691
-5% -$798K 8.81% 6
2019
Q4 		$17.8M Buy
142,924
+749
+0.5% +$90.6K 10.14% 5
2019
Q3 		$17M Sell
142,175
-1,851
-1% -$218K 10.09% 5
2019
Q2 		$16.6M Sell
144,026
-4,481
-3% -$503K 9.92% 6
2019
Q1 		$16.3M Buy
148,507
+1,712
+1% +$180K 10.28% 5
2018
Q4 		$14.4M Buy
146,795
+10,349
+8% +$1.08M 10.4% 5
2018
Q3 		$15.1M Buy
136,446
+22,029
+19% +$2.37M 10.51% 5
2018
Q2 		$11.6M Buy
114,417
+3,444
+3% +$351K 9.16% 4
2018
Q1 		$11.2M Sell
110,973
-5,084
-4% -$527K 9.21% 5
2017
Q4 		$11.8M Buy
+116,057
New +$11.4M 9.86% 5

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 $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SimpliFi Inc's VIG Position: Q2 2026 in Review

SimpliFi Inc increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.95% in Q2 2026, buying an estimated $231K and bringing the position to 106,855 shares worth $25.3M. The position accounts for 9.99% of the portfolio, ranked #3.

SimpliFi Inc first reported a position in VIG in Q4 2017 and has held it in 35 quarters since. 1,398 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • SimpliFi Inc held 106,855 shares of Vanguard Dividend Appreciation ETF worth $25.3M as of Q2 2026.
  • SimpliFi Inc bought 1,007 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $231K.
  • Vanguard Dividend Appreciation ETF made up 9.99% of SimpliFi Inc's portfolio in Q2 2026, its #3 holding.
  • SimpliFi Inc first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 35 quarters since.
  • 1,398 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on SimpliFi Inc's 13F filing for Q2 2026, filed 24 Jul 2026.