Syntegra Private Wealth Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Syntegra Private Wealth 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	$416K	Buy	1,759 +1	+0.1%	+$230	0.03%	140
2026 Q1	$378K	Hold	1,758	–	–	0.04%	131
2025 Q4	$386K	Hold	1,758	–	–	0.04%	132
2025 Q3	$379K	Sell	1,758 -88	-5%	-$18.5K	0.04%	134
2025 Q2	$378K	Sell	1,846 -110	-6%	-$21.3K	0.04%	128
2025 Q1	$380K	Buy	1,956 +123	+7%	+$24.5K	0.04%	114
2024 Q4	$359K	Sell	1,833 -25	-1%	-$4.99K	0.04%	104
2024 Q3	$368K	Sell	1,858 -4	-0.2%	-$762	0.04%	106
2024 Q2	$340K	Sell	1,862 -255	-12%	-$45.9K	0.04%	104
2024 Q1	$387K	Sell	2,117 -45	-2%	-$7.91K	0.05%	91
2023 Q4	$368K	Hold	2,162	–	–	0.05%	86
2023 Q3	$336K	Buy	2,162 +215	+11%	+$34.9K	0.05%	86
2023 Q2	$316K	Sell	1,947 -149	-7%	-$23.3K	0.05%	98
2023 Q1	$323K	Hold	2,096	–	–	0.06%	91
2022 Q4	$318K	Buy	+2,096	New	+$312K	0.06%	81

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 $44.6B AUM 28.94% 1-Year Est. Return

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

Syntegra Private Wealth Group's VIG Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.06% in Q2 2026, buying an estimated $230 and bringing the position to 1,759 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #140.

Syntegra Private Wealth Group first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Syntegra Private Wealth Group held 1,759 shares of Vanguard Dividend Appreciation ETF worth $416K as of Q2 2026.
Syntegra Private Wealth Group bought 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
Vanguard Dividend Appreciation ETF made up 0.03% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #140 holding.
Syntegra Private Wealth Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.