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TCI Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

TCI Wealth Advisors’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 		$971K Buy
4,102
+195
+5% +$44.8K 0.04% 115
2026
Q1 		$840K Buy
3,907
+37
+1% +$8.25K 0.04% 112
2025
Q4 		$851K Sell
3,870
-1,588
-29% -$347K 0.05% 110
2025
Q3 		$1.18M Buy
5,458
+630
+13% +$132K 0.07% 95
2025
Q2 		$988K Sell
4,828
-51
-1% -$9.88K 0.07% 100
2025
Q1 		$946K Buy
4,879
+810
+20% +$161K 0.08% 86
2024
Q4 		$797K Buy
4,069
+107
+3% +$21.4K 0.07% 91
2024
Q3 		$785K Buy
3,962
+71
+2% +$13.5K 0.07% 95
2024
Q2 		$710K Sell
3,891
-29
-0.7% -$5.22K 0.07% 96
2024
Q1 		$716K Sell
3,920
-983
-20% -$173K 0.07% 98
2023
Q4 		$835K Sell
4,903
-38
-0.8% -$6.11K 0.09% 87
2023
Q3 		$768K Sell
4,941
-50
-1% -$8.11K 0.1% 82
2023
Q2 		$811K Sell
4,991
-116
-2% -$18.2K 0.1% 81
2023
Q1 		$786K Buy
5,107
+460
+10% +$70.5K 0.1% 80
2022
Q4 		$706K Buy
4,647
+23
+0.5% +$3.43K 0.1% 82
2022
Q3 		$625K Sell
4,624
-22
-0.5% -$3.27K 0.1% 82
2022
Q2 		$666K Buy
4,646
+22
+0.5% +$3.35K 0.1% 84
2022
Q1 		$749K Sell
4,624
-248
-5% -$40K 0.11% 78
2021
Q4 		$837K Buy
4,872
+66
+1% +$10.9K 0.12% 70
2021
Q3 		$738K Sell
4,806
-93
-2% -$14.8K 0.11% 84
2021
Q2 		$758K Buy
4,899
+574
+13% +$88.1K 0.13% 78
2021
Q1 		$636K Buy
4,325
+156
+4% +$22.2K 0.27% 78
2020
Q4 		$588K Buy
4,169
+1,101
+36% +$149K 0.26% 84
2020
Q3 		$395K Sell
3,068
-23
-0.7% -$2.89K 0.16% 101
2020
Q2 		$362K Sell
3,091
-607
-16% -$69.1K 0.15% 100
2020
Q1 		$382K Sell
3,698
-9
-0.2% -$1.07K 0.19% 90
2019
Q4 		$462K Buy
3,707
+342
+10% +$41.4K 0.18% 89
2019
Q3 		$402K Buy
3,365
+703
+26% +$82.9K 0.18% 95
2019
Q2 		$307K Buy
2,662
+220
+9% +$24.7K 0.14% 112
2019
Q1 		$268K Hold
2,442
– – 0.12% 123
2018
Q4 		$239K Buy
2,442
+7
+0.3% +$730 0.12% 128
2018
Q3 		$270K Buy
2,435
+3
+0.1% +$322 0.11% 128
2018
Q2 		$247K Buy
2,432
+4
+0.2% +$408 0.11% 135
2018
Q1 		$245K Sell
2,428
-549
-18% -$56.9K 0.11% 130
2017
Q4 		$304K Buy
2,977
+206
+7% +$20.3K 0.13% 120
2017
Q3 		$263K Buy
2,771
+1,397
+102% +$130K 0.13% 116
2017
Q2 		$127K Buy
1,374
+11
+0.8% +$1.01K 0.06% 178
2017
Q1 		$123K Hold
1,363
– – 0.06% 190
2016
Q4 		$116K Sell
1,363
-60
-4% -$5.04K 0.06% 210
2016
Q3 		$119K Buy
1,423
+72
+5% +$6.1K 0.06% 190
2016
Q2 		$112K Buy
1,351
+6
+0.4% +$490 0.06% 189
2016
Q1 		$109K Buy
1,345
+237
+21% +$18.2K 0.06% 195
2015
Q4 		$86K Buy
1,108
+6
+0.5% +$468 0.05% 227
2015
Q3 		$81K Buy
1,102
+110
+11% +$8.52K 0.05% 221
2015
Q2 		$78K Hold
992
– – 0.04% 223
2015
Q1 		$80K Buy
992
+6
+0.6% +$487 0.05% 193
2014
Q4 		$80K Buy
986
+5
+0.5% +$395 0.05% 200
2014
Q3 		$75K Buy
981
+5
+0.5% +$388 0.05% 199
2014
Q2 		$76K Buy
976
+5
+0.5% +$382 0.05% 206
2014
Q1 		$73K Buy
971
+5
+0.5% +$369 0.05% 196
2013
Q4 		$73K Buy
966
+5
+0.5% +$364 0.05% 203
2013
Q3 		$67K Buy
961
+10
+1% +$692 0.05% 190
2013
Q2 		$63K Buy
+951
New +$63.8K 0.05% 201

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCI Wealth Advisors's VIG Position: Q2 2026 in Review

TCI Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5% in Q2 2026, buying an estimated $44.8K and bringing the position to 4,102 shares worth $971K. The position accounts for 0.04% of the portfolio, ranked #115.

TCI Wealth Advisors first reported a position in VIG in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.18M in Q3 2025. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • TCI Wealth Advisors held 4,102 shares of Vanguard Dividend Appreciation ETF worth $971K as of Q2 2026.
  • TCI Wealth Advisors bought 195 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $44.8K.
  • Vanguard Dividend Appreciation ETF made up 0.04% of TCI Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • TCI Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 53 quarters since.
  • TCI Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.18M in Q3 2025.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.