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

SNS 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 		$13.3M Buy
56,256
+48,464
+622% +$11.1M 0.26% 97
2026
Q1 		$1.68M Buy
7,792
+1
+0% +$223 0.14% 60
2025
Q4 		$1.71M Buy
7,791
+2
+0% +$437 0.15% 59
2025
Q3 		$1.69M Sell
7,789
-164
-2% -$34.4K 0.15% 57
2025
Q2 		$1.63M Buy
7,953
+729
+10% +$141K 0.16% 56
2025
Q1 		$1.4M Buy
7,224
+2,549
+55% +$507K 0.14% 65
2024
Q4 		$916K Sell
4,675
-107
-2% -$21.4K 0.09% 90
2024
Q3 		$951K Sell
4,782
-231
-5% -$44K 0.1% 92
2024
Q2 		$920K Buy
5,013
+1,458
+41% +$262K 0.1% 89
2024
Q1 		$649K Buy
3,555
+13
+0.4% +$2.28K 0.07% 103
2023
Q4 		$604K Sell
3,542
-936
-21% -$151K 0.07% 100
2023
Q3 		$699K Sell
4,478
-30
-0.7% -$4.86K 0.09% 90
2023
Q2 		$736K Sell
4,508
-700
-13% -$110K 0.1% 90
2023
Q1 		$802K Sell
5,208
-304
-6% -$46.6K 0.11% 92
2022
Q4 		$837K Sell
5,512
-900
-14% -$134K 0.11% 91
2022
Q3 		$867K Sell
6,412
-172
-3% -$25.6K 0.12% 87
2022
Q2 		$945K Sell
6,584
-439
-6% -$66.8K 0.12% 87
2022
Q1 		$1.14M Sell
7,023
-30
-0.4% -$4.84K 0.13% 90
2021
Q4 		$1.21M Hold
7,053
– – 0.13% 93
2021
Q3 		$1.08M Buy
7,053
+93
+1% +$14.8K 0.13% 92
2021
Q2 		$1.08M Sell
6,960
-64
-0.9% -$9.82K 0.14% 89
2021
Q1 		$1.03M Sell
7,024
-1,258
-15% -$179K 0.14% 91
2020
Q4 		$1.17M Sell
8,282
-147
-2% -$19.9K 0.17% 80
2020
Q3 		$1.08M Buy
8,429
+1,018
+14% +$128K 0.17% 84
2020
Q2 		$868K Sell
7,411
-934
-11% -$106K 0.16% 87
2020
Q1 		$863K Buy
8,345
+307
+4% +$36.6K 0.17% 99
2019
Q4 		$1M Sell
8,038
-148
-2% -$17.9K 0.18% 89
2019
Q3 		$979K Buy
8,186
+9
+0.1% +$1.06K 0.19% 81
2019
Q2 		$942K Sell
8,177
-111
-1% -$12.4K 0.18% 82
2019
Q1 		$909K Sell
8,288
-434
-5% -$45.7K 0.2% 76
2018
Q4 		$854K Sell
8,722
-57,481
-87% -$5.99M 0.21% 84
2018
Q3 		$7.33M Buy
66,203
+26,534
+67% +$2.85M 1.76% 16
2018
Q2 		$4.03M Buy
39,669
+17,341
+78% +$1.77M 1.06% 24
2018
Q1 		$2.26M Buy
22,328
+307
+1% +$31.8K 0.61% 34
2017
Q4 		$2.25M Buy
22,021
+14,873
+208% +$1.46M 0.54% 40
2017
Q3 		$678K Sell
7,148
-444
-6% -$41.4K 0.17% 88
2017
Q2 		$704K Hold
7,592
– – 0.19% 89
2017
Q1 		$683K Sell
7,592
-1,019
-12% -$90.3K 0.18% 89
2016
Q4 		$733K Buy
8,611
+5,320
+162% +$447K 0.22% 83
2016
Q3 		$276K Buy
+3,291
New +$279K 0.08% 108
2014
Q1 		– Sell
-3,946
Closed -$297K – 129
2013
Q4 		$297K Buy
3,946
+869
+28% +$63.2K 0.14% 99
2013
Q3 		$214K Buy
3,077
+14
+0.5% +$969 0.14% 103
2013
Q2 		$203K Buy
+3,063
New +$206K 0.08% 81

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

SNS Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 622% in Q2 2026, buying an estimated $11.1M and bringing the position to 56,256 shares worth $13.3M. The position accounts for 0.26% of the portfolio, ranked #97.

SNS Financial Group first reported a position in VIG in Q2 2013 and has held it in 43 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • SNS Financial Group held 56,256 shares of Vanguard Dividend Appreciation ETF worth $13.3M as of Q2 2026.
  • SNS Financial Group bought 48,464 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $11.1M.
  • Vanguard Dividend Appreciation ETF made up 0.26% of SNS Financial Group's portfolio in Q2 2026, its #97 holding.
  • SNS Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 43 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.