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Sunburst Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sunburst Financial Group’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 		$2.88M Sell
12,158
-51
-0.4% -$11.7K 0.47% 28
2026
Q1 		$2.63M Sell
12,209
-221
-2% -$49.3K 0.48% 28
2025
Q4 		$2.73M Sell
12,430
-32
-0.3% -$6.99K 0.55% 26
2025
Q3 		$2.69M Sell
12,462
-149
-1% -$31.3K 0.57% 26
2025
Q2 		$2.58M Hold
12,611
– – 0.58% 26
2025
Q1 		$2.45M Sell
12,611
-38
-0.3% -$7.56K 0.6% 26
2024
Q4 		$2.48M Sell
12,649
-1,251
-9% -$250K 0.61% 27
2024
Q3 		$2.75M Sell
13,900
-570
-4% -$109K 0.7% 26
2024
Q2 		$2.64M Sell
14,470
-321
-2% -$57.8K 0.72% 26
2024
Q1 		$2.69M Sell
14,791
-932
-6% -$164K 0.76% 26
2023
Q4 		$2.68M Sell
15,723
-61
-0.4% -$9.81K 0.83% 23
2023
Q3 		$2.45M Sell
15,784
-29
-0.2% -$4.7K 0.87% 22
2023
Q2 		$2.57M Sell
15,813
-59
-0.4% -$9.24K 0.9% 23
2023
Q1 		$2.44M Sell
15,872
-36
-0.2% -$5.51K 0.9% 23
2022
Q4 		$2.42M Buy
15,908
+86
+0.5% +$12.8K 0.96% 23
2022
Q3 		$2.14M Sell
15,822
-9
-0.1% -$1.34K 1.04% 18
2022
Q2 		$2.27M Buy
15,831
+3,223
+26% +$491K 1.09% 19
2022
Q1 		$2.04M Sell
12,608
-183
-1% -$29.5K 1.01% 18
2021
Q4 		$2.2M Sell
12,791
-197
-2% -$32.5K 1.11% 17
2021
Q3 		$2M Sell
12,988
-42
-0.3% -$6.69K 1.24% 15
2021
Q2 		$2.02M Buy
13,030
+21
+0.2% +$3.22K 1.28% 15
2021
Q1 		$1.91M Buy
13,009
+148
+1% +$21.1K 1.33% 14
2020
Q4 		$1.82M Sell
12,861
-113
-0.9% -$15.3K 1.37% 14
2020
Q3 		$1.67M Sell
12,974
-519
-4% -$65.3K 1.41% 13
2020
Q2 		$1.58M Buy
13,493
+2,844
+27% +$324K 1.43% 12
2020
Q1 		$1.1M Buy
10,649
+1,224
+13% +$146K 1.16% 13
2019
Q4 		$1.18M Buy
+9,425
New +$1.14M 1.03% 14

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

Sunburst Financial Group's VIG Position: Q2 2026 in Review

Sunburst Financial Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.42% in Q2 2026, selling an estimated $11.7K and leaving 12,158 shares worth $2.88M. The position accounts for 0.47% of the portfolio, ranked #28.

Sunburst Financial Group first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Sunburst Financial Group held 12,158 shares of Vanguard Dividend Appreciation ETF worth $2.88M as of Q2 2026.
  • Sunburst Financial Group sold 51 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $11.7K.
  • Vanguard Dividend Appreciation ETF made up 0.47% of Sunburst Financial Group's portfolio in Q2 2026, its #28 holding.
  • Sunburst Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.