Sterling Investment Counsel’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sterling Investment Counsel’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	$370K	Sell	1,562 -370	-19%	-$85K	0.09%	131
2026 Q1	$415K	Hold	1,932	–	–	0.12%	112
2025 Q4	$425K	Hold	1,932	–	–	0.12%	109
2025 Q3	$417K	Buy	+1,932	New	+$406K	0.13%	86
2025 Q2	–	Sell	-1,932	Closed	-$375K	–	175
2025 Q1	$375K	Buy	+1,932	New	+$384K	0.13%	114
2024 Q4	–	Sell	-1,932	Closed	-$383K	–	173
2024 Q3	$383K	Hold	1,932	–	–	0.14%	108
2024 Q2	$353K	Sell	1,932 -55	-3%	-$9.9K	0.14%	106
2024 Q1	$363K	Sell	1,987 -484	-20%	-$85K	0.17%	101
2023 Q4	$421K	Hold	2,471	–	–	0.21%	80
2023 Q3	$384K	Hold	2,471	–	–	0.22%	85
2023 Q2	$401K	Hold	2,471	–	–	0.22%	86
2023 Q1	$381K	Hold	2,471	–	–	0.23%	88
2022 Q4	$375K	Hold	2,471	–	–	0.23%	92
2022 Q3	$334K	Hold	2,471	–	–	0.24%	85
2022 Q2	$355K	Buy	2,471 +297	+14%	+$45.2K	0.27%	90
2022 Q1	$353K	Buy	2,174 +253	+13%	+$40.8K	0.24%	101
2021 Q4	$330K	Buy	+1,921	New	+$317K	0.22%	101

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sterling Investment Counsel's VIG Position: Q2 2026 in Review

Sterling Investment Counsel reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 19% in Q2 2026, selling an estimated $85K and leaving 1,562 shares worth $370K. The position accounts for 0.09% of the portfolio, ranked #131.

Sterling Investment Counsel first reported a position in VIG in Q4 2021 and has held it in 17 quarters since. The position peaked at $425K in Q4 2025. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Sterling Investment Counsel held 1,562 shares of Vanguard Dividend Appreciation ETF worth $370K as of Q2 2026.
Sterling Investment Counsel sold 370 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $85K.
Vanguard Dividend Appreciation ETF made up 0.09% of Sterling Investment Counsel's portfolio in Q2 2026, its #131 holding.
Sterling Investment Counsel first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 17 quarters since.
Sterling Investment Counsel's Vanguard Dividend Appreciation ETF position peaked at $425K in Q4 2025.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.