VFIC
VIG icon

Valley Forge Investment Consultants’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Valley Forge Investment Consultants’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 		$2.18M Buy
9,197
+30
+0.3% +$6.89K 0.56% 18
2026
Q1 		$1.97M Sell
9,167
-445
-5% -$99.2K 0.59% 19
2025
Q4 		$2.11M Buy
9,612
+205
+2% +$44.8K 0.61% 18
2025
Q3 		$2.03M Sell
9,407
-93
-1% -$19.5K 0.59% 18
2025
Q2 		$1.94M Sell
9,500
-89
-0.9% -$17.3K 0.62% 17
2025
Q1 		$1.86M Sell
9,589
-649
-6% -$129K 0.66% 17
2024
Q4 		$2M Sell
10,238
-88
-0.9% -$17.6K 0.69% 18
2024
Q3 		$2.05M Sell
10,326
-51
-0.5% -$9.71K 0.71% 17
2024
Q2 		$1.89M Buy
10,377
+1,446
+16% +$260K 0.72% 18
2024
Q1 		$1.63M Buy
8,931
+104
+1% +$18.3K 0.64% 18
2023
Q4 		$1.5M Sell
8,827
-79
-0.9% -$12.7K 0.67% 18
2023
Q3 		$1.38M Sell
8,906
-274
-3% -$44.4K 0.63% 21
2023
Q2 		$1.49M Sell
9,180
-245
-3% -$38.4K 0.73% 19
2023
Q1 		$1.45M Sell
9,425
-399
-4% -$61.1K 0.75% 20
2022
Q4 		$1.49M Sell
9,824
-153
-2% -$22.8K 0.79% 17
2022
Q3 		$1.35M Buy
9,977
+21
+0.2% +$3.13K 0.74% 19
2022
Q2 		$1.43M Sell
9,956
-204
-2% -$31K 0.71% 20
2022
Q1 		$1.65M Sell
10,160
-315
-3% -$50.8K 0.68% 23
2021
Q4 		$1.8M Buy
10,475
+805
+8% +$133K 0.8% 20
2021
Q3 		$1.49M Buy
9,670
+1,671
+21% +$266K 0.8% 23
2021
Q2 		$1.24M Buy
7,999
+156
+2% +$23.9K 0.67% 24
2021
Q1 		$1.15M Sell
7,843
-597
-7% -$84.9K 0.79% 21
2020
Q4 		$1.19M Buy
+8,440
New +$1.14M 1.04% 20

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Valley Forge Investment Consultants's VIG Position: Q2 2026 in Review

Valley Forge Investment Consultants increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.33% in Q2 2026, buying an estimated $6.89K and bringing the position to 9,197 shares worth $2.18M. The position accounts for 0.56% of the portfolio, ranked #18.

Valley Forge Investment Consultants first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. 2,601 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Valley Forge Investment Consultants held 9,197 shares of Vanguard Dividend Appreciation ETF worth $2.18M as of Q2 2026.
  • Valley Forge Investment Consultants bought 30 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $6.89K.
  • Vanguard Dividend Appreciation ETF made up 0.56% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #18 holding.
  • Valley Forge Investment Consultants first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,601 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.