Transamerica Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.48M | Sell |
14,713
-1,556
| -10% | -$357K | 0.29% | 81 |
|
|
2026
Q1 | $3.5M | Sell |
16,269
-859
| -5% | -$191K | 0.3% | 87 |
|
|
2025
Q4 | $3.76M | Sell |
17,128
-368
| -2% | -$80.4K | 0.31% | 89 |
|
|
2025
Q3 | $3.78M | Buy |
17,496
+68
| +0.4% | +$14.3K | 0.31% | 73 |
|
|
2025
Q2 | $3.57M | Sell |
17,428
-288
| -2% | -$55.8K | 0.33% | 75 |
|
|
2025
Q1 | $3.44M | Buy |
17,716
+803
| +5% | +$160K | 0.35% | 75 |
|
|
2024
Q4 | $3.31M | Buy |
16,913
+1,818
| +12% | +$363K | 0.33% | 79 |
|
|
2024
Q3 | $2.99M | Sell |
15,095
-261
| -2% | -$49.7K | 0.29% | 88 |
|
|
2024
Q2 | $2.8M | Hold |
15,356
| – | – | 0.3% | 85 |
|
|
2024
Q1 | $2.81M | Sell |
15,356
-41
| -0.3% | -$7.2K | 0.29% | 90 |
|
|
2023
Q4 | $2.62M | Sell |
15,397
-6,717
| -30% | -$1.08M | 0.36% | 45 |
|
|
2023
Q3 | $3.44M | Sell |
22,114
-1,539
| -7% | -$249K | 0.46% | 37 |
|
|
2023
Q2 | $3.84M | Buy |
23,653
+79
| +0.3% | +$12.4K | 0.5% | 39 |
|
|
2023
Q1 | $3.63M | Buy |
23,574
+6,500
| +38% | +$996K | 0.48% | 34 |
|
|
2022
Q4 | $2.59M | Sell |
17,074
-530
| -3% | -$79K | 0.37% | 49 |
|
|
2022
Q3 | $2.38M | Buy |
17,604
+7,089
| +67% | +$1.05M | 0.35% | 44 |
|
|
2022
Q2 | $1.51M | Buy |
10,515
+10,495
| +52,475% | +$1.6M | 0.21% | 68 |
|
|
2022
Q1 | $4K | Sell |
20
-35
| -64% | -$5.65K | 0.14% | 49 |
|
|
2021
Q4 | $10K | Hold |
55
| – | – | 0.27% | 43 |
|
|
2021
Q3 | $9K | Hold |
55
| – | – | 0.25% | 44 |
|
|
2021
Q2 | $9K | Hold |
55
| – | – | 0.22% | 46 |
|
|
2021
Q1 | $9K | Hold |
55
| – | – | 0.22% | 47 |
|
|
2020
Q4 | $8K | Sell |
55
-1
| -2% | -$136 | 0.17% | 49 |
|
|
2020
Q3 | $8K | Sell |
56
-88,980
| -100% | -$11.2M | 0.15% | 46 |
|
|
2020
Q2 | $10.4M | Buy |
89,036
+89,020
| +556,375% | +$10.1M | 2.29% | 9 |
|
|
2020
Q1 | $2K | Buy |
+16
| New | +$1.91K | 0.04% | 65 |
|
|
2019
Q3 | – | Sell |
-123,656
| Closed | -$14.2M | – | 508 |
|
|
2019
Q2 | $14.2M | Buy |
+123,656
| New | +$13.9M | 3.07% | 5 |
|
|
2019
Q1 | – | Sell |
-92,039
| Closed | -$9.02M | – | 444 |
|
|
2018
Q4 | $9.02M | Buy |
92,039
+6,162
| +7% | +$643K | 2.31% | 9 |
|
|
2018
Q3 | $9.51M | Buy |
85,877
+7,160
| +9% | +$770K | 2.02% | 9 |
|
|
2018
Q2 | $8M | Buy |
78,717
+11,729
| +18% | +$1.2M | 1.77% | 11 |
|
|
2018
Q1 | $6.77M | Buy |
+66,988
| New | +$6.94M | 1% | 28 |
|
|
2016
Q2 | – | Sell |
-17,531
| Closed | -$1.43M | – | 698 |
|
|
2016
Q1 | $1.43M | Buy |
17,531
+1,505
| +9% | +$115K | 0.12% | 145 |
|
|
2015
Q4 | $1.25M | Sell |
16,026
-37
| -0.2% | -$2.89K | 0.09% | 153 |
|
|
2015
Q3 | $1.19M | Buy |
16,063
+2,998
| +23% | +$232K | 0.1% | 143 |
|
|
2015
Q2 | $1.03M | Buy |
13,065
+1,585
| +14% | +$128K | 0.07% | 174 |
|
|
2015
Q1 | $924K | Buy |
+11,480
| New | +$931K | 0.06% | 177 |
|
Other funds holding VIG
HWM
Transamerica Financial Advisors's VIG Position: Q2 2026 in Review
Transamerica Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 9.6% in Q2 2026, selling an estimated $357K and leaving 14,713 shares worth $3.48M. The position accounts for 0.29% of the portfolio, ranked #81.
Transamerica Financial Advisors first reported a position in VIG in Q1 2015 and has held it in 36 quarters since. The position peaked at $14.2M in Q2 2019. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Transamerica Financial Advisors held 14,713 shares of Vanguard Dividend Appreciation ETF worth $3.48M as of Q2 2026.
- Transamerica Financial Advisors sold 1,556 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $357K.
- Vanguard Dividend Appreciation ETF made up 0.29% of Transamerica Financial Advisors's portfolio in Q2 2026, its #81 holding.
- Transamerica Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2015 and has held it in 36 quarters since.
- Transamerica Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $14.2M in Q2 2019.
- 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.