Valley Brook Capital Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Valley Brook Capital Group’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	$233K	Buy	983 +2	+0.2%	+$459	0.13%	106
2026 Q1	$211K	Buy	981 +1	+0.1%	+$223	0.14%	105
2025 Q4	$215K	Buy	980 +3	+0.3%	+$655	0.14%	110
2025 Q3	$211K	Buy	+977	New	+$205K	0.14%	117
2021 Q2	–	Sell	-941	Closed	-$138K	–	419
2021 Q1	$138K	Buy	941 +1	+0.1%	+$142	0.12%	133
2020 Q4	$132K	Buy	+940	New	+$127K	0.13%	127

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Valley Brook Capital Group's VIG Position: Q2 2026 in Review

Valley Brook Capital Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.2% in Q2 2026, buying an estimated $459 and bringing the position to 983 shares worth $233K. The position accounts for 0.13% of the portfolio, ranked #106.

Valley Brook Capital Group first reported a position in VIG in Q4 2020 and has held it in 6 quarters since. 2,602 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Valley Brook Capital Group held 983 shares of Vanguard Dividend Appreciation ETF worth $233K as of Q2 2026.
Valley Brook Capital Group bought 2 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $459.
Vanguard Dividend Appreciation ETF made up 0.13% of Valley Brook Capital Group's portfolio in Q2 2026, its #106 holding.
Valley Brook Capital Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 6 quarters since.
2,602 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.