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Bellars Harris Wealth Management, LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bellars Harris Wealth Management, LLC’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 		$5.84M Buy
+24,696
New +$5.67M 1.19% 40

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S
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MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
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Bellars Harris Wealth Management, LLC's VIG Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 24,696 shares worth $5.84M. The stake represents 1.19% of the portfolio and ranks #40 among its holdings.

1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Bellars Harris Wealth Management, LLC held 24,696 shares of Vanguard Dividend Appreciation ETF worth $5.84M as of Q2 2026.
  • Vanguard Dividend Appreciation ETF was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 1.19% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #40 holding.
  • 1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.