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

Summit Financial Wealth Advisors’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	$1.14M	Sell	4,830 -131	-3%	-$30.1K	0.15%	75
2026 Q1	$1.07M	Buy	4,961 +1	+0%	+$223	0.15%	73
2025 Q4	$1.09M	Hold	4,960	–	–	0.16%	73
2025 Q3	$1.08M	Buy	4,960 +273	+6%	+$57.3K	0.17%	64
2025 Q2	$959K	Buy	4,687 +23	+0.5%	+$4.46K	0.17%	64
2025 Q1	$905K	Buy	4,664 +380	+9%	+$75.6K	0.18%	63
2024 Q4	$864K	Buy	4,284 +3	+0.1%	+$599	0.17%	66
2024 Q3	$848K	Buy	4,281 +220	+5%	+$41.9K	0.16%	67
2024 Q2	$741K	Hold	4,061	–	–	0.15%	67
2024 Q1	$742K	Sell	4,061 -244	-6%	-$42.9K	0.15%	67
2023 Q4	$734K	Buy	4,305 +244	+6%	+$39.3K	0.17%	64
2023 Q3	$641K	Sell	4,061 -218	-5%	-$35.3K	0.16%	64
2023 Q2	$695K	Hold	4,279	–	–	0.16%	64
2023 Q1	$659K	Hold	4,279	–	–	0.16%	67
2022 Q4	$650K	Hold	4,279	–	–	0.16%	72
2022 Q3	$625K	Hold	4,279	–	–	0.18%	62
2022 Q2	$637K	Buy	4,279 +1	+0%	+$152	0.15%	68
2022 Q1	$694K	Hold	4,278	–	–	0.14%	66
2021 Q4	$737K	Buy	4,278 +62	+1%	+$10.2K	0.14%	64
2021 Q3	$648K	Hold	4,216	–	–	0.15%	65
2021 Q2	$653K	Hold	4,216	–	–	0.15%	67
2021 Q1	$595K	Sell	4,216 -689	-14%	-$98K	0.15%	62
2020 Q4	$631K	Buy	4,905 +492	+11%	+$66.7K	0.17%	58
2020 Q3	$563K	Sell	4,413 -192	-4%	-$24.2K	0.15%	67
2020 Q2	$547K	Sell	4,605 -297	-6%	-$33.8K	0.15%	69
2020 Q1	$525K	Buy	+4,902	New	+$585K	0.17%	69
2019 Q4	–	Sell	-1,862	Closed	-$222K	–	149
2019 Q3	$222K	Hold	1,862	–	–	0.05%	134
2019 Q2	$214K	Buy	1,862 +26	+1%	+$2.92K	0.05%	141
2019 Q1	$202K	Buy	+1,836	New	+$194K	0.05%	128
2018 Q4	–	Sell	-2,220	Closed	-$232K	–	148
2018 Q3	$232K	Sell	2,220 -2,198	-50%	-$236K	0.07%	127
2018 Q2	$446K	Hold	4,418	–	–	0.15%	89
2018 Q1	$446K	Sell	4,418 -1,250	-22%	-$130K	0.15%	89
2017 Q4	$578K	Sell	5,668 -3,367	-37%	-$332K	0.2%	82
2017 Q3	$856K	Sell	9,035 -595	-6%	-$55.5K	0.31%	67
2017 Q2	$892K	Sell	9,630 -2,002	-17%	-$184K	0.35%	69
2017 Q1	$1.05M	Sell	11,632 -173	-1%	-$15.3K	0.46%	57
2016 Q4	$1.01M	Buy	11,805 +55	+0.5%	+$4.63K	0.44%	59
2016 Q3	$986K	Sell	11,750 -853	-7%	-$72.3K	0.43%	60
2016 Q2	$1.05M	Sell	12,603 -678	-5%	-$55.4K	0.44%	56
2016 Q1	$1.08M	Sell	13,281 -294	-2%	-$22.5K	0.47%	52
2015 Q4	$1.06M	Buy	+13,575	New	+$1.06M	0.48%	51

Other funds holding VIG

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

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

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

Summit Financial Wealth Advisors's VIG Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.6% in Q2 2026, selling an estimated $30.1K and leaving 4,830 shares worth $1.14M. The position accounts for 0.15% of the portfolio, ranked #75.

Summit Financial Wealth Advisors first reported a position in VIG in Q4 2015 and has held it in 41 quarters since. 533 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Summit Financial Wealth Advisors held 4,830 shares of Vanguard Dividend Appreciation ETF worth $1.14M as of Q2 2026.
Summit Financial Wealth Advisors sold 131 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $30.1K.
Vanguard Dividend Appreciation ETF made up 0.15% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #75 holding.
Summit Financial Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and has held it in 41 quarters since.
533 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.