TFC Financial Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

TFC Financial Management’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	$213K	Buy	899 +3	+0.3%	+$689	0.02%	145
2026 Q1	$193K	Buy	896 +4	+0.4%	+$892	0.02%	134
2025 Q4	$196K	Buy	892 +862	+2,873%	+$188K	0.02%	130
2025 Q3	$6.47K	Sell	30 -158	-84%	-$33.2K	﹤0.01%	436
2025 Q2	$38.5K	Buy	188 +158	+527%	+$30.6K	0.01%	283
2025 Q1	$5.82K	Hold	30	–	–	﹤0.01%	394
2024 Q4	$5.88K	Hold	30	–	–	﹤0.01%	401
2024 Q3	$5.94K	Hold	30	–	–	﹤0.01%	403
2024 Q2	$5.48K	Hold	30	–	–	﹤0.01%	382
2024 Q1	$5.48K	Hold	30	–	–	﹤0.01%	377
2023 Q4	$5.11K	Hold	30	–	–	﹤0.01%	379
2023 Q3	$4.66K	Hold	30	–	–	﹤0.01%	395
2023 Q2	$4.87K	Buy	+30	New	+$4.7K	﹤0.01%	373
2021 Q4	–	Sell	-37	Closed	-$6K	–	617
2021 Q3	$6K	Buy	+37	New	+$5.9K	﹤0.01%	377

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

TFC Financial Management's VIG Position: Q2 2026 in Review

TFC Financial Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.33% in Q2 2026, buying an estimated $689 and bringing the position to 899 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #145.

TFC Financial Management first reported a position in VIG in Q3 2021 and has held it in 14 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

TFC Financial Management held 899 shares of Vanguard Dividend Appreciation ETF worth $213K as of Q2 2026.
TFC Financial Management bought 3 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $689.
Vanguard Dividend Appreciation ETF made up 0.02% of TFC Financial Management's portfolio in Q2 2026, its #145 holding.
TFC Financial Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 14 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.