Vision Financial Markets’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Vision Financial Markets’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	$1.21K	Hold	6	–	–	﹤0.01%	348
2026 Q1	$1.1K	Hold	6	–	–	﹤0.01%	355
2025 Q4	$1.12K	Hold	6	–	–	﹤0.01%	338
2025 Q3	$1.09K	Hold	6	–	–	﹤0.01%	365
2025 Q2	$1.03K	Buy	6 +1	+20%	+$194	﹤0.01%	364
2025 Q1	$975	Buy	+5	New	+$994	﹤0.01%	353

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 $44.6B AUM 28.94% 1-Year Est. Return

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

Vision Financial Markets's VIG Position: Q2 2026 in Review

Vision Financial Markets held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 6 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Vision Financial Markets first reported a position in VIG in Q1 2025 and has held it in 6 quarters since. 1,297 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Vision Financial Markets held 6 shares of Vanguard Dividend Appreciation ETF worth $1.21K as of Q2 2026.
Vision Financial Markets left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Vision Financial Markets's portfolio in Q2 2026, its #348 holding.
Vision Financial Markets first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 6 quarters since.
1,297 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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