Syntax Research’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Syntax Research’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	$183K	Buy	773 +3	+0.4%	+$689	0.13%	57
2026 Q1	$166K	Buy	770 +3	+0.4%	+$669	0.11%	70
2025 Q4	$169K	Buy	767 +6	+0.8%	+$1.31K	0.1%	68
2025 Q3	$164K	Buy	761 +3	+0.4%	+$630	0.11%	70
2025 Q2	$155K	Hold	758	–	–	0.11%	67
2025 Q1	$147K	Buy	758 +4	+0.5%	+$795	0.1%	71
2024 Q4	$148K	Buy	754 +6	+0.8%	+$1.2K	0.11%	68
2024 Q3	$148K	Buy	748 +4	+0.5%	+$762	0.1%	65
2024 Q2	$136K	Hold	744	–	–	0.11%	58
2024 Q1	$136K	Buy	744 +3	+0.4%	+$527	0.1%	64
2023 Q4	$126K	Buy	741 +8	+1%	+$1.29K	0.11%	62
2023 Q3	$114K	Buy	+733	New	+$119K	0.09%	67

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Syntax Research's VIG Position: Q2 2026 in Review

Syntax Research increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.39% in Q2 2026, buying an estimated $689 and bringing the position to 773 shares worth $183K. The position accounts for 0.13% of the portfolio, ranked #57.

Syntax Research first reported a position in VIG in Q3 2023 and has held it in 12 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Syntax Research held 773 shares of Vanguard Dividend Appreciation ETF worth $183K as of Q2 2026.
Syntax Research bought 3 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $689.
Vanguard Dividend Appreciation ETF made up 0.13% of Syntax Research's portfolio in Q2 2026, its #57 holding.
Syntax Research first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 12 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.