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

Summit Financial’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
Q1 		$17.1M Buy
79,498
+41,267
+108% +$9.2M 0.22% 86
2025
Q4 		$8.4M Buy
38,231
+918
+2% +$201K 0.12% 153
2025
Q3 		$8.05M Buy
37,313
+1,187
+3% +$249K 0.12% 152
2025
Q2 		$7.43M Buy
36,126
+3,606
+11% +$699K 0.17% 109
2025
Q1 		$6.31M Buy
32,520
+1,495
+5% +$297K 0.18% 112
2024
Q4 		$6.08M Sell
31,025
-1,662
-5% -$332K 0.21% 90
2024
Q3 		$6.5M Buy
32,687
+17,641
+117% +$3.36M 0.25% 69
2024
Q2 		$2.76M Buy
15,046
+8,690
+137% +$1.56M 0.13% 116
2024
Q1 		$1.16M Buy
6,356
+4,754
+297% +$835K 0.07% 170
2023
Q4 		$273K Buy
1,602
+117
+8% +$18.8K 0.02% 304
2023
Q3 		$232K Buy
1,485
+83
+6% +$13.5K 0.02% 308
2023
Q2 		$229K Sell
1,402
-38
-3% -$5.95K 0.02% 298
2023
Q1 		$222K Buy
+1,440
New +$221K 0.02% 238

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $570B AUM 27.57% 1-Year Est. Return

Summit Financial's VIG Position: Q1 2026 in Review

Summit Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 108% in Q1 2026, buying an estimated $9.2M and bringing the position to 79,498 shares worth $17.1M. The position accounts for 0.22% of the portfolio, ranked #86.

Summit Financial first reported a position in VIG in Q1 2023 and has held it in 13 quarters since. 2,514 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Summit Financial held 79,498 shares of Vanguard Dividend Appreciation ETF worth $17.1M as of Q1 2026.
  • Summit Financial bought 41,267 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $9.2M.
  • Vanguard Dividend Appreciation ETF made up 0.22% of Summit Financial's portfolio in Q1 2026, its #86 holding.
  • Summit Financial first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 13 quarters since.
  • 2,514 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.