Thoroughbred Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Thoroughbred Financial Services’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	$2.53M	Sell	10,713 -1,236	-10%	-$284K	0.12%	154
2026 Q1	$2.57M	Sell	11,949 -117	-1%	-$26.1K	0.15%	126
2025 Q4	$2.65M	Buy	12,066 +1,465	+14%	+$320K	0.16%	124
2025 Q3	$2.29M	Sell	10,601 -406	-4%	-$85.3K	0.14%	148
2025 Q2	$2.25M	Sell	11,007 -1,891	-15%	-$367K	0.16%	139
2025 Q1	$2.5M	Buy	12,898 +4	+0%	+$795	0.16%	144
2024 Q4	$2.52M	Sell	12,894 -467	-3%	-$93.2K	0.15%	131
2024 Q3	$2.65M	Sell	13,361 -888	-6%	-$169K	0.17%	118
2024 Q2	$2.6M	Buy	14,249 +3,067	+27%	+$552K	0.17%	113
2024 Q1	$2.04M	Sell	11,182 -1,020	-8%	-$179K	0.2%	108
2023 Q4	$2.08M	Buy	12,202 +1,701	+16%	+$274K	0.17%	127
2023 Q3	$1.63M	Buy	10,501 +1,370	+15%	+$222K	0.16%	138
2023 Q2	$1.48M	Buy	9,131 +4,396	+93%	+$688K	0.19%	116
2023 Q1	$729K	Hold	4,735	–	–	0.11%	190
2022 Q4	$719K	Buy	4,735 +527	+13%	+$78.5K	0.12%	186
2022 Q3	$568K	Hold	4,208	–	–	0.11%	189
2022 Q2	$603K	Hold	4,208	–	–	0.11%	185
2022 Q1	$682K	Buy	4,208 +610	+17%	+$98.4K	0.11%	190
2021 Q4	$617K	Buy	3,598 +3	+0.1%	+$494	0.13%	164
2021 Q3	$552K	Hold	3,595	–	–	0.13%	156
2021 Q2	$556K	Hold	3,595	–	–	0.14%	153
2021 Q1	$528K	Hold	3,595	–	–	0.15%	156
2020 Q4	$507K	Hold	3,595	–	–	0.16%	144
2020 Q3	$462K	Sell	3,595 -670	-16%	-$84.3K	0.17%	135
2020 Q2	$500K	Sell	4,265 -835	-16%	-$95.1K	0.21%	122
2020 Q1	$527K	Sell	5,100 -50	-1%	-$5.97K	0.19%	136
2019 Q4	$642K	Buy	5,150 +452	+10%	+$54.7K	0.21%	123
2019 Q3	$562K	Buy	4,698 +575	+14%	+$67.8K	0.21%	121
2019 Q2	$475K	Buy	4,123 +100	+2%	+$11.2K	0.18%	118
2019 Q1	$441K	Hold	4,023	–	–	0.18%	134
2018 Q4	$394K	Buy	+4,023	New	+$420K	0.19%	121

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

Thoroughbred Financial Services's VIG Position: Q2 2026 in Review

Thoroughbred Financial Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 10% in Q2 2026, selling an estimated $284K and leaving 10,713 shares worth $2.53M. The position accounts for 0.12% of the portfolio, ranked #154.

Thoroughbred Financial Services first reported a position in VIG in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.65M in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Thoroughbred Financial Services held 10,713 shares of Vanguard Dividend Appreciation ETF worth $2.53M as of Q2 2026.
Thoroughbred Financial Services sold 1,236 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $284K.
Vanguard Dividend Appreciation ETF made up 0.12% of Thoroughbred Financial Services's portfolio in Q2 2026, its #154 holding.
Thoroughbred Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 31 quarters since.
Thoroughbred Financial Services's Vanguard Dividend Appreciation ETF position peaked at $2.65M in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.