UFA
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Unify Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Unify Financial Advisors’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 		$1.1M Buy
4,645
+65
+1% +$14.9K 1.01% 28
2026
Q1 		$985K Sell
4,580
-50
-1% -$11.1K 1.02% 27
2025
Q4 		$1.02M Buy
+4,630
New +$1.01M 1.06% 27

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Unify Financial Advisors's VIG Position: Q2 2026 in Review

Unify Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q2 2026, buying an estimated $14.9K and bringing the position to 4,645 shares worth $1.1M. The position accounts for 1.01% of the portfolio, ranked #28.

Unify Financial Advisors first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 836 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Unify Financial Advisors held 4,645 shares of Vanguard Dividend Appreciation ETF worth $1.1M as of Q2 2026.
  • Unify Financial Advisors bought 65 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $14.9K.
  • Vanguard Dividend Appreciation ETF made up 1.01% of Unify Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • Unify Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • 836 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.