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

West 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 		$8.17M Sell
34,525
-2,678
-7% -$615K 1.24% 16
2026
Q1 		$8M Sell
37,203
-757
-2% -$169K 1.36% 16
2025
Q4 		$8.34M Sell
37,960
-7,696
-17% -$1.68M 1.41% 15
2025
Q3 		$9.85M Sell
45,656
-516
-1% -$108K 1.63% 14
2025
Q2 		$9.45M Sell
46,172
-425
-0.9% -$82.4K 1.64% 14
2025
Q1 		$9.04M Sell
46,597
-1,191
-2% -$237K 1.72% 14
2024
Q4 		$9.36M Sell
47,788
-1,849
-4% -$369K 1.8% 14
2024
Q3 		$9.83M Sell
49,637
-267
-0.5% -$50.8K 1.9% 14
2024
Q2 		$9.11M Sell
49,904
-1,359
-3% -$245K 1.89% 14
2024
Q1 		$9.36M Sell
51,263
-3,813
-7% -$670K 2.01% 14
2023
Q4 		$9.38M Sell
55,076
-110
-0.2% -$17.7K 2.14% 11
2023
Q3 		$8.57M Sell
55,186
-260
-0.5% -$42.1K 2.15% 13
2023
Q2 		$9.01M Sell
55,446
-3,262
-6% -$511K 2.22% 15
2023
Q1 		$9.04M Sell
58,708
-5,248
-8% -$804K 2.37% 13
2022
Q4 		$9.71M Sell
63,956
-3,094
-5% -$461K 2.71% 10
2022
Q3 		$9.06M Sell
67,050
-700
-1% -$104K 2.72% 10
2022
Q2 		$9.72M Buy
67,750
+118
+0.2% +$18K 2.83% 10
2022
Q1 		$11M Sell
67,632
-45,496
-40% -$7.34M 2.89% 13
2021
Q4 		$19.4M Sell
113,128
-4,930
-4% -$813K 5.21% 8
2021
Q3 		$18.1M Buy
118,058
+4,220
+4% +$672K 5.31% 6
2021
Q2 		$17.6M Sell
113,838
-315
-0.3% -$48.3K 5.39% 6
2021
Q1 		$16.8M Sell
114,153
-2,524
-2% -$359K 5.63% 5
2020
Q4 		$16.5M Buy
+116,677
New +$15.8M 5.84% 5

Other funds holding VIG

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 $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

West Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.2% in Q2 2026, selling an estimated $615K and leaving 34,525 shares worth $8.17M. The position accounts for 1.24% of the portfolio, ranked #16.

West Financial Advisors first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $19.4M in Q4 2021. 1,162 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • West Financial Advisors held 34,525 shares of Vanguard Dividend Appreciation ETF worth $8.17M as of Q2 2026.
  • West Financial Advisors sold 2,678 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $615K.
  • Vanguard Dividend Appreciation ETF made up 1.24% of West Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • West Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
  • West Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $19.4M in Q4 2021.
  • 1,162 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.