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Steph & Co’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Steph & Co’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 		$26K Buy
110
+31
+39% +$7.12K 0.01% 213
2026
Q1 		$17K Buy
+79
New +$17.6K ﹤0.01% 258
2025
Q1 		– Sell
-100
Closed -$19.6K – 281
2024
Q4 		$19.6K Hold
100
– – 0.01% 208
2024
Q3 		$19.8K Hold
100
– – 0.01% 225
2024
Q2 		$18.3K Hold
100
– – 0.01% 213
2024
Q1 		$18.3K Hold
100
– – 0.01% 223
2023
Q4 		$17K Hold
100
– – 0.01% 196
2023
Q3 		$15.5K Hold
100
– – 0.01% 217
2023
Q2 		$16.2K Hold
100
– – 0.01% 201
2023
Q1 		$15.4K Hold
100
– – 0.01% 196
2022
Q4 		$15K Hold
100
– – 0.01% 202
2022
Q3 		$14K Hold
100
– – 0.01% 193
2022
Q2 		$14K Hold
100
– – 0.01% 195
2022
Q1 		$16K Sell
100
-325
-76% -$52.4K 0.01% 251
2021
Q4 		$73K Hold
425
– – 0.04% 169
2021
Q3 		$65K Hold
425
– – 0.04% 162
2021
Q2 		$66K Hold
425
– – 0.04% 153
2021
Q1 		$63K Hold
425
– – 0.04% 155
2020
Q4 		$60K Hold
425
– – 0.05% 151
2020
Q3 		$55K Sell
425
-300
-41% -$37.7K 0.05% 150
2020
Q2 		$85K Sell
725
-100
-12% -$11.4K 0.08% 131
2020
Q1 		$85K Buy
825
+250
+43% +$29.8K 0.1% 110
2019
Q4 		$72K Buy
+575
New +$69.6K 0.06% 160

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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Steph & Co's VIG Position: Q2 2026 in Review

Steph & Co increased its Vanguard Dividend Appreciation ETF (VIG) stake by 39% in Q2 2026, buying an estimated $7.12K and bringing the position to 110 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #213.

Steph & Co first reported a position in VIG in Q4 2019 and has held it in 23 quarters since. The position peaked at $85K in Q2 2020. 533 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Steph & Co held 110 shares of Vanguard Dividend Appreciation ETF worth $26K as of Q2 2026.
  • Steph & Co bought 31 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $7.12K.
  • Vanguard Dividend Appreciation ETF made up 0.01% of Steph & Co's portfolio in Q2 2026, its #213 holding.
  • Steph & Co first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 23 quarters since.
  • Steph & Co's Vanguard Dividend Appreciation ETF position peaked at $85K in Q2 2020.
  • 533 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.