Vantage Point Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Vantage Point 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	$273K	Buy	1,153 +5	+0.4%	+$1.15K	0.08%	153
2026 Q1	$247K	Buy	1,148 +94	+9%	+$21K	0.09%	151
2025 Q4	$232K	Buy	1,054 +9	+0.9%	+$1.97K	0.08%	150
2025 Q3	$226K	Buy	1,045 +4	+0.4%	+$840	0.09%	144
2025 Q2	$213K	Hold	1,041	–	–	0.09%	138
2025 Q1	$202K	Hold	1,041	–	–	0.1%	129
2024 Q4	$204K	Buy	+1,041	New	+$208K	0.11%	120

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

Vantage Point Financial's VIG Position: Q2 2026 in Review

Vantage Point Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.44% in Q2 2026, buying an estimated $1.15K and bringing the position to 1,153 shares worth $273K. The position accounts for 0.08% of the portfolio, ranked #153.

Vantage Point Financial first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Vantage Point Financial held 1,153 shares of Vanguard Dividend Appreciation ETF worth $273K as of Q2 2026.
Vantage Point Financial bought 5 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.15K.
Vanguard Dividend Appreciation ETF made up 0.08% of Vantage Point Financial's portfolio in Q2 2026, its #153 holding.
Vantage Point Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.