Summit Financial Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Summit Financial Strategies’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	$354K	Buy	1,495 +313	+26%	+$71.9K	0.02%	120
2026 Q1	$254K	Buy	+1,182	New	+$264K	0.02%	135
2023 Q3	–	Sell	-1,235	Closed	-$201K	–	132
2023 Q2	$201K	Buy	+1,235	New	+$193K	0.04%	121

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Financial Strategies's VIG Position: Q2 2026 in Review

Summit Financial Strategies increased its Vanguard Dividend Appreciation ETF (VIG) stake by 26% in Q2 2026, buying an estimated $71.9K and bringing the position to 1,495 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #120.

Summit Financial Strategies first reported a position in VIG in Q2 2023 and has held it in 3 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Summit Financial Strategies held 1,495 shares of Vanguard Dividend Appreciation ETF worth $354K as of Q2 2026.
Summit Financial Strategies bought 313 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $71.9K.
Vanguard Dividend Appreciation ETF made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #120 holding.
Summit Financial Strategies first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and has held it in 3 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.