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

Trademark 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	$2.6M	Buy	10,969 +3,632	+50%	+$834K	1.06%	23
2026 Q1	$1.58M	Buy	7,337 +2,151	+41%	+$480K	0.77%	30
2025 Q4	$1.14M	Buy	5,186 +53	+1%	+$11.6K	0.63%	34
2025 Q3	$1.11M	Sell	5,133 -338	-6%	-$71K	0.64%	34
2025 Q2	$1.12M	Buy	5,471 +950	+21%	+$184K	0.68%	31
2025 Q1	$877K	Buy	4,521 +699	+18%	+$139K	0.67%	37
2024 Q4	$748K	Buy	3,822 +163	+4%	+$32.5K	0.59%	33
2024 Q3	$725K	Buy	3,659 +195	+6%	+$37.1K	0.57%	36
2024 Q2	$632K	Sell	3,464 -179	-5%	-$32.2K	0.52%	43
2024 Q1	$665K	Sell	3,643 -281	-7%	-$49.4K	0.55%	43
2023 Q4	$669K	Buy	+3,924	New	+$631K	0.49%	49

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Trademark Financial Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 50% in Q2 2026, buying an estimated $834K and bringing the position to 10,969 shares worth $2.6M. The position accounts for 1.06% of the portfolio, ranked #23.

Trademark Financial Management first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 1,390 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Trademark Financial Management held 10,969 shares of Vanguard Dividend Appreciation ETF worth $2.6M as of Q2 2026.
Trademark Financial Management bought 3,632 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $834K.
Vanguard Dividend Appreciation ETF made up 1.06% of Trademark Financial Management's portfolio in Q2 2026, its #23 holding.
Trademark Financial Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
1,390 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.