Toth Financial Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Toth Financial Advisory’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	$104K	Hold	440	–	–	0.01%	293
2026 Q1	$94.6K	Hold	440	–	–	0.01%	287
2025 Q4	$96.7K	Hold	440	–	–	0.01%	267
2025 Q3	$94.9K	Hold	440	–	–	0.01%	273
2025 Q2	$90.1K	Sell	440 -52	-11%	-$10.1K	0.01%	253
2025 Q1	$95.4K	Hold	492	–	–	0.01%	243
2024 Q4	$96.3K	Sell	492 -50	-9%	-$9.98K	0.01%	240
2024 Q3	$107K	Sell	542 -5	-0.9%	-$952	0.01%	229
2024 Q2	$99.9K	Hold	547	–	–	0.01%	240
2024 Q1	$99.9K	Hold	547	–	–	0.01%	238
2023 Q4	$93.2K	Buy	547 +57	+12%	+$9.17K	0.01%	243
2023 Q3	$76.1K	Hold	490	–	–	0.01%	234
2023 Q2	$79.6K	Hold	490	–	–	0.01%	232
2023 Q1	$75.5K	Hold	490	–	–	0.01%	239
2022 Q4	$74.4K	Hold	490	–	–	0.01%	245
2022 Q3	$66K	Hold	490	–	–	0.01%	249
2022 Q2	$70K	Hold	490	–	–	0.01%	241
2022 Q1	$79K	Hold	490	–	–	0.01%	247
2021 Q4	$84K	Sell	490 -307	-39%	-$50.6K	0.01%	252
2021 Q3	$122K	Hold	797	–	–	0.02%	226
2021 Q2	$123K	Buy	797 +307	+63%	+$47.1K	0.02%	209
2021 Q1	$72K	Hold	490	–	–	0.01%	262
2020 Q4	$69K	Hold	490	–	–	0.01%	240
2020 Q3	$63K	Hold	490	–	–	0.01%	231
2020 Q2	$57K	Hold	490	–	–	0.01%	219
2020 Q1	$51K	Hold	490	–	–	0.01%	179
2019 Q4	$61K	Hold	490	–	–	0.01%	202
2019 Q3	$59K	Hold	490	–	–	0.01%	222
2019 Q2	$56K	Buy	+490	New	+$55K	0.01%	219
2018 Q1	–	Sell	-633	Closed	-$65K	–	466
2017 Q4	$65K	Buy	+633	New	+$62.3K	0.02%	198
2017 Q2	–	Sell	-2,858	Closed	-$257K	–	135
2017 Q1	$257K	Sell	2,858 -2,030	-42%	-$180K	0.07%	121
2016 Q4	$416K	Sell	4,888 -355	-7%	-$29.9K	0.12%	114
2016 Q3	$440K	Sell	5,243 -585	-10%	-$49.6K	0.13%	110
2016 Q2	$485K	Sell	5,828 -438	-7%	-$35.8K	0.15%	103
2016 Q1	$509K	Sell	6,266 -1,915	-23%	-$147K	0.17%	94
2015 Q4	$636K	Sell	8,181 -279	-3%	-$21.8K	0.21%	79
2015 Q3	$624K	Sell	8,460 -1,715	-17%	-$133K	0.23%	74
2015 Q2	$800K	Buy	10,175 +140	+1%	+$11.3K	0.27%	74
2015 Q1	$807K	Buy	10,035 +2,573	+34%	+$209K	0.27%	73
2014 Q4	$606K	Buy	7,462 +1,101	+17%	+$87.1K	0.21%	87
2014 Q3	$490K	Buy	6,361 +230	+4%	+$17.8K	0.18%	89
2014 Q2	$478K	Buy	6,131 +1,894	+45%	+$145K	0.18%	87
2014 Q1	$319K	Buy	4,237 +420	+11%	+$31K	0.13%	96
2013 Q4	$287K	Buy	3,817 +6	+0.2%	+$437	0.12%	94
2013 Q3	$265K	Buy	3,811 +406	+12%	+$28.1K	0.12%	95
2013 Q2	$225K	Buy	+3,405	New	+$229K	0.11%	97

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

Toth Financial Advisory's VIG Position: Q2 2026 in Review

Toth Financial Advisory held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 440 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #293.

Toth Financial Advisory first reported a position in VIG in Q2 2013 and has held it in 46 quarters since. The position peaked at $807K in Q1 2015. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Toth Financial Advisory held 440 shares of Vanguard Dividend Appreciation ETF worth $104K as of Q2 2026.
Toth Financial Advisory left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #293 holding.
Toth Financial Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 46 quarters since.
Toth Financial Advisory's Vanguard Dividend Appreciation ETF position peaked at $807K in Q1 2015.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.