Team Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Team Financial 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	$277K	Buy	1,169 +323	+38%	+$74.2K	0.12%	47
2026 Q1	$182K	Buy	846 +645	+321%	+$144K	0.08%	53
2025 Q4	$44.1K	Buy	201 +2	+1%	+$437	0.02%	110
2025 Q3	$43K	Buy	199 +1	+0.5%	+$210	0.02%	106
2025 Q2	$40.6K	Buy	+198	New	+$38.4K	0.02%	99
2024 Q1	–	Sell	-194	Closed	-$33K	–	203
2023 Q4	$33K	Buy	194 +2	+1%	+$322	0.02%	84
2023 Q3	$30K	Buy	+192	New	+$31.1K	0.02%	82

Other funds holding VIG

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

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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Team Financial Group's VIG Position: Q2 2026 in Review

Team Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 38% in Q2 2026, buying an estimated $74.2K and bringing the position to 1,169 shares worth $277K. The position accounts for 0.12% of the portfolio, ranked #47.

Team Financial Group first reported a position in VIG in Q3 2023 and has held it in 7 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Team Financial Group held 1,169 shares of Vanguard Dividend Appreciation ETF worth $277K as of Q2 2026.
Team Financial Group bought 323 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $74.2K.
Vanguard Dividend Appreciation ETF made up 0.12% of Team Financial Group's portfolio in Q2 2026, its #47 holding.
Team Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 7 quarters since.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.