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Websterrogers Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Websterrogers Financial Advisors’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 		$16.6M Buy
70,298
+6,374
+10% +$1.46M 4.26% 5
2026
Q1 		$13.7M Buy
63,924
+4,426
+7% +$987K 3.93% 10
2025
Q4 		$13.1M Buy
59,498
+1,500
+3% +$328K 3.8% 11
2025
Q3 		$12.5M Buy
57,998
+3,638
+7% +$764K 3.75% 11
2025
Q2 		$11.1M Buy
54,360
+3,678
+7% +$713K 3.54% 11
2025
Q1 		$9.83M Buy
50,682
+48,160
+1,910% +$9.58M 3.36% 11
2024
Q4 		$494K Hold
2,522
– – 0.17% 48
2024
Q3 		$500K Buy
2,522
+224
+10% +$42.7K 0.17% 48
2024
Q2 		$420K Hold
2,298
– – 0.15% 50
2024
Q1 		$420K Buy
2,298
+28
+1% +$4.92K 0.15% 52
2023
Q4 		$387K Hold
2,270
– – 0.16% 49
2023
Q3 		$353K Hold
2,270
– – 0.16% 52
2023
Q2 		$369K Sell
2,270
-495
-18% -$77.5K 0.16% 49
2023
Q1 		$426K Buy
2,765
+495
+22% +$75.8K 0.2% 49
2022
Q4 		$345K Hold
2,270
– – 0.17% 50
2022
Q3 		$307K Sell
2,270
-229
-9% -$34.1K 0.16% 45
2022
Q2 		$359K Sell
2,499
-114
-4% -$17.4K 0.18% 48
2022
Q1 		$425K Buy
2,613
+918
+54% +$148K 0.22% 50
2021
Q4 		$291K Sell
1,695
-226
-12% -$37.3K 0.07% 55
2021
Q3 		$295K Buy
+1,921
New +$306K 0.07% 48

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Websterrogers Financial Advisors's VIG Position: Q2 2026 in Review

Websterrogers Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 10% in Q2 2026, buying an estimated $1.46M and bringing the position to 70,298 shares worth $16.6M. The position accounts for 4.26% of the portfolio, ranked #5.

Websterrogers Financial Advisors first reported a position in VIG in Q3 2021 and has held it in 20 quarters since. 533 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Websterrogers Financial Advisors held 70,298 shares of Vanguard Dividend Appreciation ETF worth $16.6M as of Q2 2026.
  • Websterrogers Financial Advisors bought 6,374 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.46M.
  • Vanguard Dividend Appreciation ETF made up 4.26% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • Websterrogers Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 20 quarters since.
  • 533 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.