XF
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XML Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

XML 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 		$1.6M Sell
6,754
-370
-5% -$85K 0.12% 148
2026
Q1 		$1.53M Buy
7,124
+524
+8% +$117K 0.12% 145
2025
Q4 		$1.45M Buy
6,600
+227
+4% +$49.6K 0.12% 150
2025
Q3 		$1.38M Buy
6,373
+190
+3% +$39.9K 0.11% 157
2025
Q2 		$1.27M Buy
6,183
+520
+9% +$101K 0.11% 160
2025
Q1 		$1.1M Buy
5,663
+64
+1% +$12.7K 0.1% 163
2024
Q4 		$1.1M Sell
5,599
-314
-5% -$62.7K 0.1% 162
2024
Q3 		$1.17M Buy
5,913
+167
+3% +$31.8K 0.11% 157
2024
Q2 		$1.05M Buy
5,746
+948
+20% +$171K 0.11% 159
2024
Q1 		$876K Buy
4,798
+229
+5% +$40.2K 0.09% 178
2023
Q4 		$779K Sell
4,569
-1,606
-26% -$258K 0.08% 180
2023
Q3 		$960K Buy
6,175
+372
+6% +$60.3K 0.12% 158
2023
Q2 		$943K Buy
5,803
+144
+3% +$22.6K 0.11% 163
2023
Q1 		$872K Buy
5,659
+1,337
+31% +$205K 0.11% 159
2022
Q4 		$656K Buy
4,322
+570
+15% +$85K 0.08% 186
2022
Q3 		$507K Buy
3,752
+2,146
+134% +$319K 0.07% 196
2022
Q2 		$230K Sell
1,606
-149
-8% -$22.7K 0.05% 197
2022
Q1 		$285K Buy
1,755
+425
+32% +$68.6K 0.03% 269
2021
Q4 		$228K Buy
+1,330
New +$219K 0.03% 287

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

XML Financial's VIG Position: Q2 2026 in Review

XML Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.2% in Q2 2026, selling an estimated $85K and leaving 6,754 shares worth $1.6M. The position accounts for 0.12% of the portfolio, ranked #148.

XML Financial first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • XML Financial held 6,754 shares of Vanguard Dividend Appreciation ETF worth $1.6M as of Q2 2026.
  • XML Financial sold 370 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $85K.
  • Vanguard Dividend Appreciation ETF made up 0.12% of XML Financial's portfolio in Q2 2026, its #148 holding.
  • XML Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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