Sincerus Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sincerus Advisory’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	$4.98M	Sell	21,054 -281	-1%	-$64.5K	3.38%	7
2026 Q1	$4.59M	Buy	21,335 +667	+3%	+$149K	3.48%	6
2025 Q4	$4.54M	Buy	20,668 +1,280	+7%	+$280K	3.65%	5
2025 Q3	$4.18M	Buy	19,388 +877	+5%	+$184K	3.58%	4
2025 Q2	$3.87M	Buy	18,511 +1,034	+6%	+$200K	3.64%	4
2025 Q1	$3.39M	Sell	17,477 -874	-5%	-$174K	3.58%	5
2024 Q4	$3.59M	Buy	+18,351	New	+$3.66M	3.85%	4

Other funds holding VIG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Sincerus Advisory's VIG Position: Q2 2026 in Review

Sincerus Advisory reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q2 2026, selling an estimated $64.5K and leaving 21,054 shares worth $4.98M. The position accounts for 3.38% of the portfolio, ranked #7.

Sincerus Advisory first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 780 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Sincerus Advisory held 21,054 shares of Vanguard Dividend Appreciation ETF worth $4.98M as of Q2 2026.
Sincerus Advisory sold 281 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $64.5K.
Vanguard Dividend Appreciation ETF made up 3.38% of Sincerus Advisory's portfolio in Q2 2026, its #7 holding.
Sincerus Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
780 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.