21 West Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

21 West Wealth Management’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	$3.66M	Buy	15,475 +68	+0.4%	+$15.6K	3.13%	7
2026 Q1	$3.31M	Sell	15,407 -2,382	-13%	-$531K	3.08%	10
2025 Q4	$3.91M	Sell	17,789 -1,011	-5%	-$221K	3.57%	7
2025 Q3	$4.06M	Sell	18,800 -460	-2%	-$96.6K	3.85%	6
2025 Q2	$3.94M	Buy	+19,260	New	+$3.73M	3.98%	6

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

21 West Wealth Management's VIG Position: Q2 2026 in Review

21 West Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.44% in Q2 2026, buying an estimated $15.6K and bringing the position to 15,475 shares worth $3.66M. The position accounts for 3.13% of the portfolio, ranked #7.

21 West Wealth Management first reported a position in VIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.06M in Q3 2025. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

21 West Wealth Management held 15,475 shares of Vanguard Dividend Appreciation ETF worth $3.66M as of Q2 2026.
21 West Wealth Management bought 68 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $15.6K.
Vanguard Dividend Appreciation ETF made up 3.13% of 21 West Wealth Management's portfolio in Q2 2026, its #7 holding.
21 West Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2025 and has held it in 5 quarters since.
21 West Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $4.06M in Q3 2025.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.