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Teamwork Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Teamwork Financial 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 		$407K Sell
1,719
-39
-2% -$8.96K 0.04% 144
2026
Q1 		$378K Sell
1,758
-44
-2% -$9.81K 0.04% 159
2025
Q4 		$396K Buy
1,802
+3
+0.2% +$655 0.04% 150
2025
Q3 		$388K Sell
1,799
-98
-5% -$20.6K 0.04% 157
2025
Q2 		$388K Buy
1,897
+49
+3% +$9.5K 0.05% 147
2025
Q1 		$358K Sell
1,848
-3
-0.2% -$597 0.05% 133
2024
Q4 		$362K Buy
1,851
+13
+0.7% +$2.6K 0.05% 129
2024
Q3 		$364K Sell
1,838
-49
-3% -$9.33K 0.05% 115
2024
Q2 		$344K Sell
1,887
-14
-0.7% -$2.52K 0.05% 105
2024
Q1 		$347K Sell
1,901
-56
-3% -$9.84K 0.05% 133
2023
Q4 		$333K Sell
1,957
-92
-4% -$14.8K 0.06% 135
2023
Q3 		$318K Buy
2,049
+58
+3% +$9.4K 0.05% 158
2023
Q2 		$323K Buy
1,991
+10
+0.5% +$1.57K 0.05% 151
2023
Q1 		$305K Sell
1,981
-54
-3% -$8.27K 0.06% 154
2022
Q4 		$309K Buy
+2,035
New +$303K 0.06% 157
2022
Q2 		– Sell
-6,310
Closed -$1.02M – 259
2022
Q1 		$1.02M Sell
6,310
-186
-3% -$30K 0.19% 97
2021
Q4 		$1.12M Sell
6,496
-169
-3% -$27.9K 0.21% 105
2021
Q3 		$1.02M Buy
6,665
+1,750
+36% +$279K 0.2% 94
2021
Q2 		$761K Sell
4,915
-4,034
-45% -$619K 0.16% 114
2021
Q1 		$1.32M Buy
8,949
+2,541
+40% +$361K 0.31% 62
2020
Q4 		$905K Buy
6,408
+2,990
+87% +$405K 0.22% 93
2020
Q3 		$440K Sell
3,418
-1,138
-25% -$143K 0.14% 126
2020
Q2 		$534K Buy
+4,556
New +$519K 0.19% 103

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Teamwork Financial Advisors's VIG Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.2% in Q2 2026, selling an estimated $8.96K and leaving 1,719 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #144.

Teamwork Financial Advisors first reported a position in VIG in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.32M in Q1 2021. 533 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Teamwork Financial Advisors held 1,719 shares of Vanguard Dividend Appreciation ETF worth $407K as of Q2 2026.
  • Teamwork Financial Advisors sold 39 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $8.96K.
  • Vanguard Dividend Appreciation ETF made up 0.04% of Teamwork Financial Advisors's portfolio in Q2 2026, its #144 holding.
  • Teamwork Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and has held it in 23 quarters since.
  • Teamwork Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.32M in Q1 2021.
  • 533 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.