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

Uptown 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	$327K	Hold	1,384	–	–	0.22%	61
2026 Q1	$298K	Hold	1,384	–	–	0.24%	57
2025 Q4	$304K	Hold	1,384	–	–	0.22%	60
2025 Q3	$299K	Hold	1,384	–	–	0.25%	57
2025 Q2	$283K	Hold	1,384	–	–	0.24%	57
2025 Q1	$268K	Hold	1,384	–	–	0.27%	53
2024 Q4	$271K	Buy	+1,384	New	+$276K	0.29%	48

Other funds holding VIG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

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

Uptown Financial Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,384 shares worth $327K. The position accounts for 0.22% of the portfolio, ranked #61.

Uptown Financial Advisors first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 780 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Uptown Financial Advisors held 1,384 shares of Vanguard Dividend Appreciation ETF worth $327K as of Q2 2026.
Uptown Financial Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.22% of Uptown Financial Advisors's portfolio in Q2 2026, its #61 holding.
Uptown Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
780 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.