SGK
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Steigerwald Gordon & Koch’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Steigerwald Gordon & Koch’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 		$64.4K Sell
272
-235
-46% -$54K 0.01% 274
2026
Q1 		$109K Sell
507
-25
-5% -$5.57K 0.01% 201
2025
Q4 		$117K Hold
532
– – 0.01% 196
2025
Q3 		$115K Buy
+532
New +$112K 0.01% 196

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

Steigerwald Gordon & Koch's VIG Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 46% in Q2 2026, selling an estimated $54K and leaving 272 shares worth $64.4K. The position accounts for 0.01% of the portfolio, ranked #274.

Steigerwald Gordon & Koch first reported a position in VIG in Q3 2025 and has held it in 4 quarters since. The position peaked at $117K in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Steigerwald Gordon & Koch held 272 shares of Vanguard Dividend Appreciation ETF worth $64.4K as of Q2 2026.
  • Steigerwald Gordon & Koch sold 235 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $54K.
  • Vanguard Dividend Appreciation ETF made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #274 holding.
  • Steigerwald Gordon & Koch first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's Vanguard Dividend Appreciation ETF position peaked at $117K in Q4 2025.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.