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StoneX Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

StoneX Group’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 		$9.36M Sell
39,561
-2,039
-5% -$468K 0.38% 42
2026
Q1 		$8.95M Sell
41,600
-3,571
-8% -$796K 0.48% 33
2025
Q4 		$9.93M Buy
45,171
+401
+0.9% +$87.6K 0.43% 36
2025
Q3 		$9.7M Buy
44,770
+830
+2% +$174K 0.42% 40
2025
Q2 		$9.03M Buy
43,940
+590
+1% +$114K 0.44% 38
2025
Q1 		$8.41M Buy
43,350
+886
+2% +$176K 0.46% 36
2024
Q4 		$8.32M Buy
42,464
+5,779
+16% +$1.15M 0.46% 35
2024
Q3 		$7.3M Buy
36,685
+886
+2% +$169K 0.53% 29
2024
Q2 		$6.57M Buy
35,799
+2,764
+8% +$497K 0.52% 31
2024
Q1 		$6.03M Buy
33,035
+1,271
+4% +$223K 0.54% 33
2023
Q4 		$5.41M Sell
31,764
-1,714
-5% -$276K 0.54% 29
2023
Q3 		$5.23M Sell
33,478
-973
-3% -$158K 0.57% 30
2023
Q2 		$5.62M Buy
34,451
+1,685
+5% +$264K 0.58% 32
2023
Q1 		$5.05M Buy
32,766
+1,672
+5% +$256K 0.55% 32
2022
Q4 		$4.72M Buy
31,094
+337
+1% +$50.2K 0.56% 32
2022
Q3 		$4.16M Buy
30,757
+487
+2% +$72.5K 0.57% 32
2022
Q2 		$4.34M Buy
30,270
+386
+1% +$58.8K 0.53% 34
2022
Q1 		$4.85M Sell
29,884
-331
-1% -$53.4K 0.39% 52
2021
Q4 		$5.19M Buy
30,215
+1,135
+4% +$187K 0.6% 30
2021
Q3 		$4.47M Buy
29,080
+489
+2% +$77.9K 0.64% 33
2021
Q2 		$4.43M Buy
28,591
+950
+3% +$146K 0.66% 32
2021
Q1 		$4.07M Sell
27,641
-653
-2% -$92.9K 0.73% 26
2020
Q4 		$3.99M Sell
28,294
-472
-2% -$64K 0.88% 21
2020
Q3 		$3.72M Buy
28,766
+1,244
+5% +$157K 1.2% 17
2020
Q2 		$3.24M Buy
27,522
+3,368
+14% +$383K 1.23% 15
2020
Q1 		$2.5M Sell
24,154
-436
-2% -$52K 1.33% 15
2019
Q4 		$3.06M Buy
24,590
+3,701
+18% +$448K 1.25% 11
2019
Q3 		$2.5M Buy
20,889
+1,471
+8% +$174K 1.56% 5
2019
Q2 		$2.24M Buy
19,418
+1,596
+9% +$179K 1.44% 5
2019
Q1 		$1.96M Buy
17,822
+4,612
+35% +$486K 1.49% 5
2018
Q4 		$1.29M Buy
13,210
+103
+0.8% +$10.7K 1.25% 11
2018
Q3 		$1.45M Buy
13,107
+1,604
+14% +$172K 1.08% 13
2018
Q2 		$1.17M Buy
11,503
+13
+0.1% +$1.32K 1.01% 16
2018
Q1 		$1.16M Sell
11,490
-1,120
-9% -$116K 1.11% 14
2017
Q4 		$1.29M Buy
12,610
+144
+1% +$14.2K 1.34% 9
2017
Q3 		$1.18M Sell
12,466
-5,002
-29% -$467K 1.47% 9
2017
Q2 		$1.62M Buy
+17,468
New +$1.6M 0.51% 54

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

StoneX Group's VIG Position: Q2 2026 in Review

StoneX Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.9% in Q2 2026, selling an estimated $468K and leaving 39,561 shares worth $9.36M. The position accounts for 0.38% of the portfolio, ranked #42.

StoneX Group first reported a position in VIG in Q2 2017 and has held it in 37 quarters since. The position peaked at $9.93M in Q4 2025. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • StoneX Group held 39,561 shares of Vanguard Dividend Appreciation ETF worth $9.36M as of Q2 2026.
  • StoneX Group sold 2,039 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $468K.
  • Vanguard Dividend Appreciation ETF made up 0.38% of StoneX Group's portfolio in Q2 2026, its #42 holding.
  • StoneX Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2017 and has held it in 37 quarters since.
  • StoneX Group's Vanguard Dividend Appreciation ETF position peaked at $9.93M in Q4 2025.
  • 2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.