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

Snider 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 		$20.8M Sell
87,738
-4,186
-5% -$961K 5.29% 3
2026
Q1 		$19.8M Sell
91,924
-4,739
-5% -$1.06M 5.97% 3
2025
Q4 		$21.2M Buy
96,663
+3,632
+4% +$794K 5.66% 3
2025
Q3 		$20.1M Buy
93,031
+989
+1% +$208K 5.48% 3
2025
Q2 		$18.8M Buy
92,042
+1,647
+2% +$319K 5.43% 4
2025
Q1 		$17.5M Sell
90,395
-382
-0.4% -$76K 5.7% 3
2024
Q4 		$17.8M Buy
90,777
+238
+0.3% +$47.5K 5.51% 4
2024
Q3 		$17.9M Sell
90,539
-902
-1% -$172K 6.56% 3
2024
Q2 		$16.7M Sell
91,441
-1,491
-2% -$268K 6.44% 3
2024
Q1 		$17M Sell
92,932
-478
-0.5% -$84K 7.07% 3
2023
Q4 		$15.9M Buy
93,410
+656
+0.7% +$106K 7.33% 2
2023
Q3 		$14.4M Sell
92,754
-11,535
-11% -$1.87M 6.97% 3
2023
Q2 		$16.9M Buy
104,289
+949
+0.9% +$149K 8.1% 2
2023
Q1 		$15.9M Sell
103,340
-1,177
-1% -$180K 8.48% 2
2022
Q4 		$15.9M Sell
104,517
-2,948
-3% -$439K 8.77% 2
2022
Q3 		$15.3M Sell
107,465
-1,445
-1% -$215K 8.3% 3
2022
Q2 		$15.6M Buy
108,910
+2,587
+2% +$394K 8.51% 1
2022
Q1 		$17.2M Buy
106,323
+26,041
+32% +$4.2M 7.84% 1
2021
Q4 		$13.7M Buy
80,282
+577
+0.7% +$95.1K 5.83% 2
2021
Q3 		$13.1M Buy
79,705
+8,609
+12% +$1.37M 5.7% 3
2021
Q2 		$11.2M Buy
+71,096
New +$10.9M 5.27% 3

Other funds holding VIG

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
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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

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

Snider Financial Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.6% in Q2 2026, selling an estimated $961K and leaving 87,738 shares worth $20.8M. The position accounts for 5.29% of the portfolio, ranked #3.

Snider Financial Group first reported a position in VIG in Q2 2021 and has held it in 21 quarters since. The position peaked at $21.2M in Q4 2025. 543 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Snider Financial Group held 87,738 shares of Vanguard Dividend Appreciation ETF worth $20.8M as of Q2 2026.
  • Snider Financial Group sold 4,186 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $961K.
  • Vanguard Dividend Appreciation ETF made up 5.29% of Snider Financial Group's portfolio in Q2 2026, its #3 holding.
  • Snider Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 21 quarters since.
  • Snider Financial Group's Vanguard Dividend Appreciation ETF position peaked at $21.2M in Q4 2025.
  • 543 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.