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SJS Investment Consulting’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

SJS Investment Consulting’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 		$77.1K Sell
326
-260
-44% -$59.7K 0.01% 301
2026
Q1 		$126K Hold
586
– – 0.02% 189
2025
Q4 		$129K Hold
586
– – 0.02% 175
2025
Q3 		$126K Hold
586
– – 0.02% 167
2025
Q2 		$120K Hold
586
– – 0.02% 125
2025
Q1 		$114K Sell
586
-280
-32% -$55.7K 0.02% 129
2024
Q4 		$170K Hold
866
– – 0.03% 104
2024
Q3 		$172K Buy
866
+2
+0.2% +$381 0.03% 106
2024
Q2 		$158K Hold
864
– – 0.03% 99
2024
Q1 		$158K Sell
864
-6
-0.7% -$1.05K 0.03% 101
2023
Q4 		$148K Buy
870
+84
+11% +$13.5K 0.03% 95
2023
Q3 		$122K Buy
786
+270
+52% +$43.8K 0.03% 96
2023
Q2 		$83.8K Sell
516
-20
-4% -$3.13K 0.02% 120
2023
Q1 		$82.5K Sell
536
-495
-48% -$75.8K 0.02% 119
2022
Q4 		$157K Sell
1,031
-13
-1% -$1.94K 0.05% 90
2022
Q3 		$141K Buy
+1,044
New +$155K 0.05% 97
2022
Q1 		$171K Sell
1,054
-24
-2% -$3.87K 0.05% 101
2021
Q4 		$185K Buy
+1,078
New +$178K 0.06% 96

Other funds holding VIG

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 $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

SJS Investment Consulting's VIG Position: Q2 2026 in Review

SJS Investment Consulting reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 44% in Q2 2026, selling an estimated $59.7K and leaving 326 shares worth $77.1K. The position accounts for 0.01% of the portfolio, ranked #301.

SJS Investment Consulting first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $185K in Q4 2021. 1,207 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • SJS Investment Consulting held 326 shares of Vanguard Dividend Appreciation ETF worth $77.1K as of Q2 2026.
  • SJS Investment Consulting sold 260 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $59.7K.
  • Vanguard Dividend Appreciation ETF made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #301 holding.
  • SJS Investment Consulting first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
  • SJS Investment Consulting's Vanguard Dividend Appreciation ETF position peaked at $185K in Q4 2021.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.