4J Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

4J 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	$206K	Buy	+872	New	+$200K	0.1%	110

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 $43.3B AUM 29.3% 1-Year Est. Return

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

4J Wealth Management's VIG Position: Q2 2026 in Review

4J Wealth Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 872 shares worth $206K. The stake represents 0.1% of the portfolio and ranks #110 among its holdings.

1,262 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

4J Wealth Management held 872 shares of Vanguard Dividend Appreciation ETF worth $206K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new 4J Wealth Management position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.1% of 4J Wealth Management's portfolio in Q2 2026, its #110 holding.
1,262 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.