Values Added Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Values Added Financial’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	$668K	Buy	2,825 +200	+8%	+$45.9K	0.24%	69
2026 Q1	$565K	Sell	2,625 -562	-18%	-$125K	0.24%	68
2025 Q4	$700K	Buy	3,187 +477	+18%	+$104K	0.3%	60
2025 Q3	$585K	Sell	2,710 -59	-2%	-$12.4K	0.26%	68
2025 Q2	$567K	Buy	2,769 +120	+5%	+$23.3K	0.27%	69
2025 Q1	$514K	Sell	2,649 -106	-4%	-$21.1K	0.28%	64
2024 Q4	$540K	Buy	2,755 +1,125	+69%	+$225K	0.31%	59
2024 Q3	$323K	Buy	+1,630	New	+$310K	0.2%	80

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 $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Values Added Financial's VIG Position: Q2 2026 in Review

Values Added Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 7.6% in Q2 2026, buying an estimated $45.9K and bringing the position to 2,825 shares worth $668K. The position accounts for 0.24% of the portfolio, ranked #69.

Values Added Financial first reported a position in VIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $700K in Q4 2025. 1,262 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Values Added Financial held 2,825 shares of Vanguard Dividend Appreciation ETF worth $668K as of Q2 2026.
Values Added Financial bought 200 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $45.9K.
Vanguard Dividend Appreciation ETF made up 0.24% of Values Added Financial's portfolio in Q2 2026, its #69 holding.
Values Added Financial first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 8 quarters since.
Values Added Financial's Vanguard Dividend Appreciation ETF position peaked at $700K in Q4 2025.
1,262 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.