Union Savings Bank’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Union Savings Bank’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	$988K	Sell	4,176 -888	-18%	-$204K	0.4%	46
2026 Q1	$1.09M	Sell	5,064 -164	-3%	-$36.6K	0.48%	38
2025 Q4	$1.15M	Buy	+5,228	New	+$1.14M	0.5%	38
2025 Q2	$1.08M	Hold	5,228	–	–	0.49%	38
2025 Q1	$1.01M	Sell	5,228 -424	-8%	-$84.3K	0.5%	39
2024 Q4	$1.11M	Hold	5,652	–	–	0.54%	38
2024 Q3	$1.12M	Sell	5,652 -286	-5%	-$54.5K	0.55%	40
2024 Q2	$1.08M	Sell	5,938 -933	-14%	-$168K	0.57%	34
2024 Q1	$1.25M	Sell	6,871 -980	-12%	-$172K	0.66%	31
2023 Q4	$1.34M	Sell	7,851 -528	-6%	-$85K	0.76%	27
2023 Q3	$1.3M	Hold	8,379	–	–	0.81%	29
2023 Q2	$1.39M	Buy	+8,379	New	+$1.31M	0.83%	26

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

Union Savings Bank's VIG Position: Q2 2026 in Review

Union Savings Bank reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 18% in Q2 2026, selling an estimated $204K and leaving 4,176 shares worth $988K. The position accounts for 0.4% of the portfolio, ranked #46.

Union Savings Bank first reported a position in VIG in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.39M in Q2 2023. 1,398 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Union Savings Bank held 4,176 shares of Vanguard Dividend Appreciation ETF worth $988K as of Q2 2026.
Union Savings Bank sold 888 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $204K.
Vanguard Dividend Appreciation ETF made up 0.4% of Union Savings Bank's portfolio in Q2 2026, its #46 holding.
Union Savings Bank first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Vanguard Dividend Appreciation ETF position peaked at $1.39M in Q2 2023.
1,398 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.