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St. Clair Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

St. Clair 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 		$3.45M Buy
14,565
+226
+2% +$51.9K 0.89% 19
2026
Q1 		$3.08M Buy
14,339
+4
+0% +$892 0.82% 25
2025
Q4 		$3.15M Buy
14,335
+8
+0.1% +$1.75K 0.81% 23
2025
Q3 		$3.09M Sell
14,327
-1,496
-9% -$314K 0.82% 25
2025
Q2 		$3.24M Sell
15,823
-500
-3% -$96.9K 0.85% 21
2025
Q1 		$3.17M Sell
16,323
-1,219
-7% -$242K 0.89% 21
2024
Q4 		$3.44M Buy
17,542
+8
+0% +$1.6K 0.99% 20
2024
Q3 		$3.47M Buy
17,534
+6
+0% +$1.14K 0.99% 19
2024
Q2 		$3.2M Hold
17,528
– – 1.02% 18
2024
Q1 		$3.2M Buy
17,528
+4
+0% +$703 1.04% 17
2023
Q4 		$2.99M Buy
17,524
+10
+0.1% +$1.61K 1.03% 18
2023
Q3 		$2.72M Buy
17,514
+5
+0% +$811 1.07% 18
2023
Q2 		$2.84M Sell
17,509
-125
-0.7% -$19.6K 1.11% 17
2023
Q1 		$2.72M Buy
17,634
+5
+0% +$766 1.18% 15
2022
Q4 		$2.68M Buy
17,629
+6
+0% +$894 1.68% 10
2022
Q3 		$2.38M Buy
17,623
+125
+0.7% +$18.6K 1.9% 10
2022
Q2 		$2.51M Sell
17,498
-375
-2% -$57.1K 2.03% 10
2022
Q1 		$2.9M Buy
17,873
+381
+2% +$61.5K 1.97% 11
2021
Q4 		$3M Hold
17,492
– – 1.73% 15
2021
Q3 		$2.69M Hold
17,492
– – 1.86% 11
2021
Q2 		$2.71M Buy
17,492
+42
+0.2% +$6.45K 2.03% 9
2021
Q1 		$2.57M Buy
17,450
+400
+2% +$56.9K 2.05% 9
2020
Q4 		$2.41M Buy
+17,050
New +$2.31M 2.27% 7

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

St. Clair Advisors's VIG Position: Q2 2026 in Review

St. Clair Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.6% in Q2 2026, buying an estimated $51.9K and bringing the position to 14,565 shares worth $3.45M. The position accounts for 0.89% of the portfolio, ranked #19.

St. Clair Advisors first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.47M in Q3 2024. 780 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • St. Clair Advisors held 14,565 shares of Vanguard Dividend Appreciation ETF worth $3.45M as of Q2 2026.
  • St. Clair Advisors bought 226 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $51.9K.
  • Vanguard Dividend Appreciation ETF made up 0.89% of St. Clair Advisors's portfolio in Q2 2026, its #19 holding.
  • St. Clair Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
  • St. Clair Advisors's Vanguard Dividend Appreciation ETF position peaked at $3.47M in Q3 2024.
  • 780 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.