Summit Wealth Group (Colorado)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Summit Wealth Group (Colorado)’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	$3.07M	Sell	12,986 -35	-0.3%	-$8.04K	0.25%	52
2026 Q1	$2.81M	Buy	13,021 +9,652	+286%	+$2.15M	0.3%	46
2025 Q4	$740K	Buy	+3,369	New	+$736K	0.1%	117
2025 Q3	–	Sell	-1,162	Closed	-$239K	–	444
2025 Q2	$239K	Buy	+1,162	New	+$225K	0.06%	209

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Summit Wealth Group (Colorado)'s VIG Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.27% in Q2 2026, selling an estimated $8.04K and leaving 12,986 shares worth $3.07M. The position accounts for 0.25% of the portfolio, ranked #52.

Summit Wealth Group (Colorado) first reported a position in VIG in Q2 2025 and has held it in 4 quarters since. 1,162 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Summit Wealth Group (Colorado) held 12,986 shares of Vanguard Dividend Appreciation ETF worth $3.07M as of Q2 2026.
Summit Wealth Group (Colorado) sold 35 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $8.04K.
Vanguard Dividend Appreciation ETF made up 0.25% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #52 holding.
Summit Wealth Group (Colorado) first reported a position in Vanguard Dividend Appreciation ETF in Q2 2025 and has held it in 4 quarters since.
1,162 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.