Syverson Strege & Co’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Syverson Strege & Co’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	$1.5M	Hold	6,336	–	–	0.33%	35
2026 Q1	$1.36M	Hold	6,336	–	–	0.33%	35
2025 Q4	$1.39M	Hold	6,336	–	–	0.33%	34
2025 Q3	$1.37M	Hold	6,336	–	–	0.33%	33
2025 Q2	$1.3M	Hold	6,336	–	–	0.31%	35
2025 Q1	$1.23M	Hold	6,336	–	–	0.39%	25
2024 Q4	$1.24M	Hold	6,336	–	–	0.41%	23
2024 Q3	$1.25M	Hold	6,336	–	–	0.42%	23
2024 Q2	$1.16M	Hold	6,336	–	–	0.39%	25
2024 Q1	$1.16M	Hold	6,336	–	–	0.42%	24
2023 Q4	$1.08M	Hold	6,336	–	–	0.42%	22
2023 Q3	$984K	Hold	6,336	–	–	0.44%	20
2023 Q2	$1.03M	Hold	6,336	–	–	0.44%	20
2023 Q1	$976K	Hold	6,336	–	–	0.42%	20
2022 Q4	$962K	Hold	6,336	–	–	0.44%	19
2022 Q3	$856K	Sell	6,336 -447	-7%	-$66.5K	0.43%	22
2022 Q2	$973K	Buy	6,783 +447	+7%	+$68K	0.36%	27
2022 Q1	$1.03M	Hold	6,336	–	–	1.12%	18
2021 Q4	$1.09M	Hold	6,336	–	–	0.81%	21
2021 Q3	$973K	Hold	6,336	–	–	0.78%	23
2021 Q2	$981K	Hold	6,336	–	–	0.87%	22
2021 Q1	$932K	Hold	6,336	–	–	0.97%	20
2020 Q4	$894K	Buy	+6,336	New	+$859K	0.85%	20

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

Syverson Strege & Co's VIG Position: Q2 2026 in Review

Syverson Strege & Co held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 6,336 shares worth $1.5M. The position accounts for 0.33% of the portfolio, ranked #35.

Syverson Strege & Co first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Syverson Strege & Co held 6,336 shares of Vanguard Dividend Appreciation ETF worth $1.5M as of Q2 2026.
Syverson Strege & Co left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.33% of Syverson Strege & Co's portfolio in Q2 2026, its #35 holding.
Syverson Strege & Co first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.