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

Sovereign 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 		$1.56M Sell
6,576
-250
-4% -$57.4K 0.24% 75
2026
Q1 		$1.47M Buy
6,826
+304
+5% +$67.8K 0.26% 71
2025
Q4 		$1.43M Buy
6,522
+112
+2% +$24.5K 0.25% 72
2025
Q3 		$1.38M Buy
6,410
+376
+6% +$79K 0.26% 71
2025
Q2 		$1.23M Buy
6,034
+337
+6% +$65.3K 0.25% 74
2025
Q1 		$1.11M Buy
5,697
+34
+0.6% +$6.76K 0.25% 77
2024
Q4 		$1.11M Sell
5,663
-42
-0.7% -$8.38K 0.25% 79
2024
Q3 		$1.13M Sell
5,705
-437
-7% -$83.2K 0.26% 77
2024
Q2 		$1.12M Sell
6,142
-123
-2% -$22.1K 0.28% 72
2024
Q1 		$1.14M Buy
6,265
+383
+7% +$67.3K 0.3% 65
2023
Q4 		$1M Sell
5,882
-486
-8% -$78.2K 0.31% 69
2023
Q3 		$989K Sell
6,368
-486
-7% -$78.8K 0.35% 63
2023
Q2 		$1.11M Sell
6,854
-2,157
-24% -$338K 0.36% 66
2023
Q1 		$1.39M Sell
9,011
-3,260
-27% -$499K 0.52% 48
2022
Q4 		$1.86M Sell
12,271
-2,677
-18% -$399K 0.73% 33
2022
Q3 		$2.02M Sell
14,948
-430
-3% -$64K 0.82% 27
2022
Q2 		$2.21M Sell
15,378
-1,739
-10% -$265K 0.87% 26
2022
Q1 		$2.78M Sell
17,117
-3,665
-18% -$591K 1.03% 20
2021
Q4 		$3.57M Buy
20,782
+313
+2% +$51.6K 1.43% 13
2021
Q3 		$3.14M Buy
20,469
+423
+2% +$67.4K 1.81% 10
2021
Q2 		$2.95M Hold
20,046
– – 1.78% 11
2021
Q1 		$2.95M Buy
20,046
+108
+0.5% +$15.4K 1.84% 10
2020
Q4 		$2.81M Buy
+19,938
New +$2.7M 2.03% 11

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

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

Sovereign Financial Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.7% in Q2 2026, selling an estimated $57.4K and leaving 6,576 shares worth $1.56M. The position accounts for 0.24% of the portfolio, ranked #75.

Sovereign Financial Group first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.57M in Q4 2021. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Sovereign Financial Group held 6,576 shares of Vanguard Dividend Appreciation ETF worth $1.56M as of Q2 2026.
  • Sovereign Financial Group sold 250 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $57.4K.
  • Vanguard Dividend Appreciation ETF made up 0.24% of Sovereign Financial Group's portfolio in Q2 2026, its #75 holding.
  • Sovereign Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's Vanguard Dividend Appreciation ETF position peaked at $3.57M in Q4 2021.
  • 2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.