VF
VIG icon

Vestment Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Vestment 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 		$228K Hold
954
– – 0.1% 41
2026
Q1 		$217K Hold
954
– – 0.1% 41
2025
Q4 		$214K Hold
954
– – 0.11% 43
2025
Q3 		$207K Buy
+954
New +$200K 0.12% 40

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Vestment Financial's VIG Position: Q2 2026 in Review

Vestment Financial held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 954 shares worth $228K. The position accounts for 0.1% of the portfolio, ranked #41.

Vestment Financial first reported a position in VIG in Q3 2025 and has held it in 4 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Vestment Financial held 954 shares of Vanguard Dividend Appreciation ETF worth $228K as of Q2 2026.
  • Vestment Financial left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.1% of Vestment Financial's portfolio in Q2 2026, its #41 holding.
  • Vestment Financial first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Vestment Financial's 13F filing for Q2 2026, filed 24 Jul 2026.