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Souders Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Souders Financial Advisors’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 		$11M Buy
46,609
+1,552
+3% +$356K 1.11% 31
2026
Q1 		$9.69M Buy
45,057
+827
+2% +$184K 1.11% 28
2025
Q4 		$9.72M Buy
44,230
+797
+2% +$174K 1.11% 28
2025
Q3 		$9.37M Buy
43,433
+163
+0.4% +$34.2K 1.11% 28
2025
Q2 		$8.86M Buy
43,270
+1,096
+3% +$212K 1.13% 26
2025
Q1 		$8.18M Sell
42,174
-3,501
-8% -$696K 1.14% 26
2024
Q4 		$8.94M Sell
45,675
-5,263
-10% -$1.05M 1.25% 20
2024
Q3 		$10.1M Buy
50,938
+512
+1% +$97.5K 1.41% 18
2024
Q2 		$9.21M Buy
50,426
+1,687
+3% +$304K 1.39% 19
2024
Q1 		$8.9M Buy
48,739
+654
+1% +$115K 1.4% 18
2023
Q4 		$8.19M Buy
48,085
+1,011
+2% +$163K 1.4% 18
2023
Q3 		$7.31M Buy
47,074
+855
+2% +$139K 1.4% 19
2023
Q2 		$7.51M Buy
46,219
+2,683
+6% +$420K 1.43% 19
2023
Q1 		$6.7M Sell
43,536
-8,427
-16% -$1.29M 1.42% 18
2022
Q4 		$7.89M Buy
51,963
+1,534
+3% +$229K 1.8% 12
2022
Q3 		$6.82M Buy
50,429
+166
+0.3% +$24.7K 1.85% 11
2022
Q2 		$7.21M Buy
50,263
+2,042
+4% +$311K 2.07% 10
2022
Q1 		$7.82M Buy
48,221
+2,346
+5% +$378K 2.26% 9
2021
Q4 		$7.88M Buy
45,875
+1,427
+3% +$235K 2.26% 8
2021
Q3 		$6.83M Buy
44,448
+750
+2% +$120K 2.2% 8
2021
Q2 		$6.76M Sell
43,698
-4
-0% -$614 2.28% 8
2021
Q1 		$6.43M Sell
43,702
-19,813
-31% -$2.82M 2.52% 8
2020
Q4 		$8.97M Buy
63,515
+1,843
+3% +$250K 3.91% 6
2020
Q3 		$8.44M Buy
61,672
+4,292
+7% +$540K 3.99% 6
2020
Q2 		$6.72M Buy
57,380
+4,145
+8% +$472K 3.85% 6
2020
Q1 		$5.5M Buy
+53,235
New +$6.35M 4.86% 5

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

Souders Financial Advisors's VIG Position: Q2 2026 in Review

Souders Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.4% in Q2 2026, buying an estimated $356K and bringing the position to 46,609 shares worth $11M. The position accounts for 1.11% of the portfolio, ranked #31.

Souders Financial Advisors first reported a position in VIG in Q1 2020 and has held it in 26 quarters since. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Souders Financial Advisors held 46,609 shares of Vanguard Dividend Appreciation ETF worth $11M as of Q2 2026.
  • Souders Financial Advisors bought 1,552 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $356K.
  • Vanguard Dividend Appreciation ETF made up 1.11% of Souders Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • Souders Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.