SFC
VIG icon

Strategic Financial Concepts’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Strategic Financial Concepts’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 		$16.4M Sell
69,265
-1,357
-2% -$312K 4.88% 1
2026
Q1 		$15.2M Buy
70,622
+68,912
+4,030% +$15.4M 3.74% 1
2025
Q4 		$376K Sell
1,710
-63,171
-97% -$13.8M 0.34% 76
2025
Q3 		$14M Buy
64,881
+2,961
+5% +$622K 2.03% 10
2025
Q2 		$12.7M Sell
61,920
-414
-0.7% -$80.2K 1.78% 13
2025
Q1 		$12.1M Buy
62,334
+1,845
+3% +$367K 2.27% 7
2024
Q4 		$11.8M Buy
60,489
+7,510
+14% +$1.5M 2.27% 8
2024
Q3 		$10.5M Buy
52,979
+49,754
+1,543% +$9.47M 3.34% 5
2024
Q2 		$589K Sell
3,225
-23,051
-88% -$4.15M 0.34% 69
2024
Q1 		$4.8M Buy
26,276
+23,282
+778% +$4.09M 1.16% 19
2023
Q4 		$510K Sell
2,994
-8,141
-73% -$1.31M 0.3% 79
2023
Q3 		$1.73M Buy
11,135
+278
+3% +$45.1K 0.58% 48
2023
Q2 		$1.76M Buy
10,857
+330
+3% +$51.7K 0.65% 43
2023
Q1 		$1.62M Buy
+10,527
New +$1.61M 0.65% 39

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

Strategic Financial Concepts's VIG Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.9% in Q2 2026, selling an estimated $312K and leaving 69,265 shares worth $16.4M. The position accounts for 4.88% of the portfolio, ranked #1.

Strategic Financial Concepts first reported a position in VIG in Q1 2023 and has held it in 14 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Strategic Financial Concepts held 69,265 shares of Vanguard Dividend Appreciation ETF worth $16.4M as of Q2 2026.
  • Strategic Financial Concepts sold 1,357 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $312K.
  • Vanguard Dividend Appreciation ETF made up 4.88% of Strategic Financial Concepts's portfolio in Q2 2026, its #1 holding.
  • Strategic Financial Concepts first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.