Sowell Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sowell Financial Services’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	$7.6M	Sell	32,128 -812	-2%	-$186K	0.25%	83
2026 Q1	$7.08M	Sell	32,940 -831	-2%	-$185K	0.26%	77
2025 Q4	$7.42M	Buy	33,771 +721	+2%	+$158K	0.27%	72
2025 Q3	$7.13M	Buy	33,050 +2,566	+8%	+$539K	0.27%	73
2025 Q2	$6.24M	Buy	30,484 +1,297	+4%	+$251K	0.25%	82
2025 Q1	$5.66M	Sell	29,187 -2,065	-7%	-$411K	0.26%	84
2024 Q4	$6.12M	Sell	31,252 -602	-2%	-$120K	0.32%	70
2024 Q3	$6.34M	Buy	31,854 +567	+2%	+$108K	0.29%	83
2024 Q2	$5.74M	Sell	31,287 -1,844	-6%	-$332K	0.27%	84
2024 Q1	$6.05M	Sell	33,131 -1,923	-5%	-$338K	0.29%	88
2023 Q4	$5.97M	Buy	35,054 +17,343	+98%	+$2.79M	0.32%	79
2023 Q3	$2.77M	Sell	17,711 -1,412	-7%	-$229K	0.17%	143
2023 Q2	$3.12M	Buy	19,123 +7,151	+60%	+$1.12M	0.17%	138
2023 Q1	$1.84M	Sell	11,972 -7,074	-37%	-$1.08M	0.14%	171
2022 Q4	$2.89M	Buy	19,046 +6,431	+51%	+$958K	0.19%	137
2022 Q3	$1.71M	Sell	12,615 -950	-7%	-$141K	0.17%	158
2022 Q2	$1.95M	Buy	13,565 +3,014	+29%	+$459K	0.18%	108
2022 Q1	$1.66M	Sell	10,551 -7,456	-41%	-$1.2M	0.29%	61
2021 Q4	$3.09M	Sell	18,007 -885	-5%	-$146K	0.18%	134
2021 Q3	$2.9M	Sell	18,892 -4,366	-19%	-$696K	0.2%	125
2021 Q2	$3.6M	Sell	23,258 -12,357	-35%	-$1.9M	0.24%	121
2021 Q1	$5.55M	Buy	35,615 +16,409	+85%	+$2.33M	0.19%	113
2020 Q4	$2.71M	Buy	19,206 +1,488	+8%	+$202K	0.12%	157
2020 Q3	$2.28M	Sell	17,718 -15,699	-47%	-$1.98M	0.11%	161
2020 Q2	$3.92M	Sell	33,417 -1,554	-4%	-$177K	0.22%	105
2020 Q1	$3.62M	Buy	34,971 +14,856	+74%	+$1.77M	0.27%	94
2019 Q4	$2.51M	Buy	20,115 +7,092	+54%	+$858K	0.19%	115
2019 Q3	$1.56M	Buy	+13,023	New	+$1.54M	0.13%	171
2019 Q1	$2.2M	Sell	20,034 -3,733	-16%	-$393K	0.25%	92
2018 Q4	$2.33M	Buy	23,767 +14,211	+149%	+$1.48M	0.33%	67
2018 Q3	$1.06M	Buy	9,556 +144	+2%	+$15.5K	0.15%	113
2018 Q2	$996K	Buy	9,412 +420	+5%	+$42.8K	0.21%	111
2018 Q1	$888K	Buy	8,992 +77	+0.9%	+$7.98K	0.22%	102
2017 Q4	$945K	Sell	8,915 -15	-0.2%	-$1.48K	0.23%	99
2017 Q3	$864K	Buy	8,930 +3	+0%	+$280	0.23%	96
2017 Q2	$833K	Buy	8,927 +833	+10%	+$76.4K	0.24%	93
2017 Q1	$742K	Buy	8,094 +6,307	+353%	+$559K	0.22%	103
2016 Q4	$159K	Buy	+1,787	New	+$150K	0.05%	213

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

Sowell Financial Services's VIG Position: Q2 2026 in Review

Sowell Financial Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.5% in Q2 2026, selling an estimated $186K and leaving 32,128 shares worth $7.6M. The position accounts for 0.25% of the portfolio, ranked #83.

Sowell Financial Services first reported a position in VIG in Q4 2016 and has held it in 38 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Sowell Financial Services held 32,128 shares of Vanguard Dividend Appreciation ETF worth $7.6M as of Q2 2026.
Sowell Financial Services sold 812 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $186K.
Vanguard Dividend Appreciation ETF made up 0.25% of Sowell Financial Services's portfolio in Q2 2026, its #83 holding.
Sowell Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 38 quarters since.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.