Zhang Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Zhang 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	$4.56M	Sell	19,251 -642	-3%	-$147K	0.13%	84
2026 Q1	$4.28M	Sell	19,893 -79	-0.4%	-$17.6K	0.15%	81
2025 Q4	$4.39M	Sell	19,972 -333	-2%	-$72.8K	0.16%	77
2025 Q3	$4.38M	Buy	20,305 +183	+0.9%	+$38.4K	0.18%	71
2025 Q2	$4.12M	Buy	20,122 +179	+0.9%	+$34.7K	0.19%	67
2025 Q1	$3.87M	Buy	19,943 +71	+0.4%	+$14.1K	0.2%	62
2024 Q4	$3.89M	Buy	19,872 +6,229	+46%	+$1.24M	0.22%	58
2024 Q3	$2.7M	Sell	13,643 -336	-2%	-$64K	0.17%	72
2024 Q2	$2.55M	Sell	13,979 -49	-0.3%	-$8.82K	0.18%	72
2024 Q1	$2.56M	Buy	14,028 +1,041	+8%	+$183K	0.19%	72
2023 Q4	$2.21M	Buy	12,987 +2	+0%	+$322	0.19%	66
2023 Q3	$2.02M	Sell	12,985 -192	-1%	-$31.1K	0.21%	64
2023 Q2	$2.14M	Sell	13,177 -475	-3%	-$74.4K	0.22%	64
2023 Q1	$2.1M	Sell	13,652 -1,515	-10%	-$232K	0.24%	64
2022 Q4	$2.3M	Buy	15,167 +1,031	+7%	+$154K	0.29%	56
2022 Q3	$1.91M	Buy	14,136 +531	+4%	+$79K	0.29%	55
2022 Q2	$1.95M	Sell	13,605 -344	-2%	-$52.4K	0.31%	53
2022 Q1	$2.26M	Buy	13,949 +1,010	+8%	+$163K	0.38%	44
2021 Q4	$2.22M	Buy	12,939 +391	+3%	+$64.4K	0.39%	41
2021 Q3	$1.93M	Buy	12,548 +1,505	+14%	+$240K	0.45%	35
2021 Q2	$1.71M	Buy	11,043 +415	+4%	+$63.7K	0.42%	34
2021 Q1	$1.58M	Buy	10,628 +610	+6%	+$86.8K	0.42%	32
2020 Q4	$1.41M	Sell	10,018 -152	-1%	-$20.6K	0.44%	29
2020 Q3	$1.32M	Sell	10,170 -135	-1%	-$17K	0.48%	29
2020 Q2	$1.22M	Sell	10,305 -415	-4%	-$47.2K	0.47%	29
2020 Q1	$1.13M	Buy	10,720 +2,646	+33%	+$316K	0.5%	28
2019 Q4	$1.01M	Buy	8,074 +2,345	+41%	+$284K	0.38%	33
2019 Q3	$685K	Hold	5,729	–	–	0.29%	43
2019 Q2	$660K	Buy	5,729 +2,949	+106%	+$331K	0.28%	46
2019 Q1	$305K	Hold	2,780	–	–	0.13%	68
2018 Q4	$272K	Buy	2,780 +634	+30%	+$66.1K	0.13%	68
2018 Q3	$238K	Sell	2,146 -200	-9%	-$21.5K	0.11%	70
2018 Q2	$239K	Hold	2,346	–	–	0.12%	70
2018 Q1	$232K	Sell	2,346 -99	-4%	-$10.3K	0.12%	72
2017 Q4	$255K	Buy	2,445 +99	+4%	+$9.75K	0.12%	69
2017 Q3	$224K	Buy	+2,346	New	+$219K	0.11%	74
2017 Q2	–	Sell	-2,445	Closed	-$255K	–	86
2017 Q1	$255K	Buy	+2,445	New	+$217K	0.13%	66
2015 Q1	–	Sell	-2,695	Closed	-$219K	–	69
2014 Q4	$219K	Hold	2,695	–	–	0.14%	61
2014 Q3	$207K	Hold	2,695	–	–	0.14%	58
2014 Q2	$210K	Buy	+2,695	New	+$206K	0.14%	59

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

Zhang Financial's VIG Position: Q2 2026 in Review

Zhang Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.2% in Q2 2026, selling an estimated $147K and leaving 19,251 shares worth $4.56M. The position accounts for 0.13% of the portfolio, ranked #84.

Zhang Financial first reported a position in VIG in Q2 2014 and has held it in 40 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Zhang Financial held 19,251 shares of Vanguard Dividend Appreciation ETF worth $4.56M as of Q2 2026.
Zhang Financial sold 642 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $147K.
Vanguard Dividend Appreciation ETF made up 0.13% of Zhang Financial's portfolio in Q2 2026, its #84 holding.
Zhang Financial first reported a position in Vanguard Dividend Appreciation ETF in Q2 2014 and has held it in 40 quarters since.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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