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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,591 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.
2,591 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.