Zullo Investment Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Zullo Investment Group’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	$296K	Buy	1,250 +25	+2%	+$5.74K	0.1%	130
2026 Q1	$263K	Hold	1,225	–	–	0.1%	128
2025 Q4	$269K	Hold	1,225	–	–	0.1%	125
2025 Q3	$264K	Hold	1,225	–	–	0.1%	133
2025 Q2	$251K	Hold	1,225	–	–	0.1%	132
2025 Q1	$238K	Hold	1,225	–	–	0.1%	131
2024 Q4	$240K	Hold	1,225	–	–	0.1%	132
2024 Q3	$243K	Hold	1,225	–	–	0.1%	137
2024 Q2	$224K	Hold	1,225	–	–	0.1%	140
2024 Q1	$224K	Hold	1,225	–	–	0.1%	141
2023 Q4	$209K	Buy	+1,225	New	+$197K	0.11%	140
2023 Q1	–	Sell	-1,200	Closed	-$182K	–	691
2022 Q4	$182K	Hold	1,200	–	–	0.11%	143
2022 Q3	$162K	Hold	1,200	–	–	0.1%	150
2022 Q2	$172K	Hold	1,200	–	–	0.11%	153
2022 Q1	$195K	Hold	1,200	–	–	0.1%	155
2021 Q4	$206K	Buy	+1,200	New	+$198K	0.11%	158

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Zullo Investment Group's VIG Position: Q2 2026 in Review

Zullo Investment Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2% in Q2 2026, buying an estimated $5.74K and bringing the position to 1,250 shares worth $296K. The position accounts for 0.1% of the portfolio, ranked #130.

Zullo Investment Group first reported a position in VIG in Q4 2021 and has held it in 16 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Zullo Investment Group held 1,250 shares of Vanguard Dividend Appreciation ETF worth $296K as of Q2 2026.
Zullo Investment Group bought 25 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $5.74K.
Vanguard Dividend Appreciation ETF made up 0.1% of Zullo Investment Group's portfolio in Q2 2026, its #130 holding.
Zullo Investment Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 16 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.