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Bridgelight Financial Advisors, Inc.’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bridgelight Financial Advisors, Inc.’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 		$660K Sell
2,789
-6
-0.2% -$1.38K 0.45% 26
2026
Q1 		$601K Sell
2,795
-14
-0.5% -$3.12K 0.51% 22
2025
Q4 		$617K Buy
+2,809
New +$614K 0.53% 21

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

Bridgelight Financial Advisors, Inc.'s VIG Position: Q2 2026 in Review

Bridgelight Financial Advisors, Inc. reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.21% in Q2 2026, selling an estimated $1.38K and leaving 2,789 shares worth $660K. The position accounts for 0.45% of the portfolio, ranked #26.

Bridgelight Financial Advisors, Inc. first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 1,328 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Bridgelight Financial Advisors, Inc. held 2,789 shares of Vanguard Dividend Appreciation ETF worth $660K as of Q2 2026.
  • Bridgelight Financial Advisors, Inc. sold 6 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.38K.
  • Vanguard Dividend Appreciation ETF made up 0.45% of Bridgelight Financial Advisors, Inc.'s portfolio in Q2 2026, its #26 holding.
  • Bridgelight Financial Advisors, Inc. first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,328 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Bridgelight Financial Advisors, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.