AAFMAA Wealth Management & Trust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

AAFMAA Wealth Management & Trust’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	$3.4M	Buy	14,374 +2,117	+17%	+$486K	1.19%	19
2026 Q1	$2.64M	Buy	12,257 +3,864	+46%	+$861K	1.02%	20
2025 Q4	$1.84M	Sell	8,393 -1,014	-11%	-$222K	0.72%	36
2025 Q3	$2.03M	Buy	9,407 +497	+6%	+$104K	0.81%	33
2025 Q2	$1.82M	Buy	8,910 +3,547	+66%	+$687K	0.75%	37
2025 Q1	$1.04M	Sell	5,363 -44,611	-89%	-$8.87M	0.47%	68
2024 Q4	$9.79M	Buy	49,974 +2,097	+4%	+$419K	4.29%	6
2024 Q3	$9.48M	Buy	+47,877	New	+$9.12M	4.18%	6

Other funds holding VIG

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

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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

AAFMAA Wealth Management & Trust's VIG Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust increased its Vanguard Dividend Appreciation ETF (VIG) stake by 17% in Q2 2026, buying an estimated $486K and bringing the position to 14,374 shares worth $3.4M. The position accounts for 1.19% of the portfolio, ranked #19.

AAFMAA Wealth Management & Trust first reported a position in VIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.79M in Q4 2024. 883 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

AAFMAA Wealth Management & Trust held 14,374 shares of Vanguard Dividend Appreciation ETF worth $3.4M as of Q2 2026.
AAFMAA Wealth Management & Trust bought 2,117 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $486K.
Vanguard Dividend Appreciation ETF made up 1.19% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #19 holding.
AAFMAA Wealth Management & Trust first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 8 quarters since.
AAFMAA Wealth Management & Trust's Vanguard Dividend Appreciation ETF position peaked at $9.79M in Q4 2024.
883 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.