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Sunrise Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sunrise Financial Services’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 		$14K Hold
59
– – 0.01% 209
2026
Q1 		$12.7K Hold
59
– – 0.01% 213
2025
Q4 		$13K Buy
+59
New +$12.9K 0.01% 186

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

Sunrise Financial Services's VIG Position: Q2 2026 in Review

Sunrise Financial Services held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 59 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #209.

Sunrise Financial Services first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Sunrise Financial Services held 59 shares of Vanguard Dividend Appreciation ETF worth $14K as of Q2 2026.
  • Sunrise Financial Services left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #209 holding.
  • Sunrise Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 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 Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.