Vaughan David Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $974K | Sell |
4,116
-36
| -0.9% | -$8.27K | 0.02% | 157 |
|
|
2026
Q1 | $893K | Sell |
4,152
-11
| -0.3% | -$2.45K | 0.02% | 152 |
|
|
2025
Q4 | $915K | Sell |
4,163
-352
| -8% | -$76.9K | 0.02% | 148 |
|
|
2025
Q3 | $974K | Sell |
4,515
-175
| -4% | -$36.7K | 0.02% | 142 |
|
|
2025
Q2 | $960K | Sell |
4,690
-43
| -0.9% | -$8.33K | 0.02% | 141 |
|
|
2025
Q1 | $918K | Buy |
4,733
+315
| +7% | +$62.6K | 0.02% | 133 |
|
|
2024
Q4 | $865K | Sell |
4,418
-388
| -8% | -$77.5K | 0.02% | 138 |
|
|
2024
Q3 | $952K | Sell |
4,806
-282
| -6% | -$53.7K | 0.02% | 133 |
|
|
2024
Q2 | $929K | Sell |
5,088
-899
| -15% | -$162K | 0.02% | 135 |
|
|
2024
Q1 | $1.09M | Sell |
5,987
-1,054
| -15% | -$185K | 0.03% | 133 |
|
|
2023
Q4 | $1.2M | Buy |
7,041
+1,411
| +25% | +$227K | 0.03% | 126 |
|
|
2023
Q3 | $875K | Sell |
5,630
-99
| -2% | -$16K | 0.03% | 128 |
|
|
2023
Q2 | $931K | Sell |
5,729
-225
| -4% | -$35.2K | 0.03% | 128 |
|
|
2023
Q1 | $917K | Sell |
5,954
-99
| -2% | -$15.2K | 0.03% | 128 |
|
|
2022
Q4 | $919K | Sell |
6,053
-168
| -3% | -$25K | 0.03% | 126 |
|
|
2022
Q3 | $841K | Buy |
6,221
+2
| +0% | +$298 | 0.03% | 129 |
|
|
2022
Q2 | $892K | Sell |
6,219
-763
| -11% | -$116K | 0.03% | 129 |
|
|
2022
Q1 | $1.13M | Buy |
6,982
+32
| +0.5% | +$5.16K | 0.03% | 124 |
|
|
2021
Q4 | $1.19M | Buy |
6,950
+234
| +3% | +$38.6K | 0.03% | 119 |
|
|
2021
Q3 | $1.03M | Sell |
6,716
-105
| -2% | -$16.7K | 0.03% | 121 |
|
|
2021
Q2 | $1.06M | Buy |
6,821
+174
| +3% | +$26.7K | 0.03% | 126 |
|
|
2021
Q1 | $978K | Buy |
6,647
+32
| +0.5% | +$4.55K | 0.03% | 121 |
|
|
2020
Q4 | $934K | Sell |
6,615
-366
| -5% | -$49.6K | 0.03% | 122 |
|
|
2020
Q3 | $898K | Buy |
6,981
+325
| +5% | +$40.9K | 0.03% | 117 |
|
|
2020
Q2 | $780K | Buy |
6,656
+121
| +2% | +$13.8K | 0.03% | 116 |
|
|
2020
Q1 | $676K | Buy |
6,535
+91
| +1% | +$10.9K | 0.03% | 117 |
|
|
2019
Q4 | $803K | Buy |
6,444
+77
| +1% | +$9.32K | 0.03% | 123 |
|
|
2019
Q3 | $761K | Sell |
6,367
-1,621
| -20% | -$191K | 0.03% | 126 |
|
|
2019
Q2 | $920K | Sell |
7,988
-960
| -11% | -$108K | 0.04% | 115 |
|
|
2019
Q1 | $981K | Sell |
8,948
-18,147
| -67% | -$1.91M | 0.04% | 115 |
|
|
2018
Q4 | $2.65M | Buy |
27,095
+7,648
| +39% | +$798K | 0.12% | 92 |
|
|
2018
Q3 | $2.15M | Buy |
19,447
+3,982
| +26% | +$428K | 0.09% | 92 |
|
|
2018
Q2 | $1.57M | Buy |
15,465
+7,580
| +96% | +$773K | 0.07% | 94 |
|
|
2018
Q1 | $797K | Buy |
+7,885
| New | +$817K | 0.04% | 109 |
|
Other funds holding VIG
HWM
Vaughan David Investments's VIG Position: Q2 2026 in Review
Vaughan David Investments reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.87% in Q2 2026, selling an estimated $8.27K and leaving 4,116 shares worth $974K. The position accounts for 0.02% of the portfolio, ranked #157.
Vaughan David Investments first reported a position in VIG in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.65M in Q4 2018. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Vaughan David Investments held 4,116 shares of Vanguard Dividend Appreciation ETF worth $974K as of Q2 2026.
- Vaughan David Investments sold 36 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $8.27K.
- Vanguard Dividend Appreciation ETF made up 0.02% of Vaughan David Investments's portfolio in Q2 2026, its #157 holding.
- Vaughan David Investments first reported a position in Vanguard Dividend Appreciation ETF in Q1 2018 and has held it in 34 quarters since.
- Vaughan David Investments's Vanguard Dividend Appreciation ETF position peaked at $2.65M in Q4 2018.
- 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.