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

Able 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	$352K	Sell	1,489 -1,426	-49%	-$327K	0.08%	101
2026 Q1	$627K	Sell	2,915 -80	-3%	-$17.8K	0.17%	74
2025 Q4	$658K	Buy	2,995 +1,607	+116%	+$351K	0.21%	61
2025 Q3	$300K	Sell	1,388 -1,250	-47%	-$262K	0.11%	86
2025 Q2	$540K	Buy	2,638 +1,425	+117%	+$276K	0.27%	62
2025 Q1	$235K	Buy	1,213 +60	+5%	+$11.9K	0.14%	89
2024 Q4	$226K	Sell	1,153 -173	-13%	-$34.5K	0.15%	85
2024 Q3	$263K	Hold	1,326	–	–	0.2%	78
2024 Q2	$242K	Hold	1,326	–	–	0.2%	72
2024 Q1	$242K	Buy	1,326 +248	+23%	+$43.6K	0.21%	78
2023 Q4	$184K	Buy	+1,078	New	+$173K	0.17%	77

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

Able Wealth Management's VIG Position: Q2 2026 in Review

Able Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 49% in Q2 2026, selling an estimated $327K and leaving 1,489 shares worth $352K. The position accounts for 0.08% of the portfolio, ranked #101.

Able Wealth Management first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $658K in Q4 2025. 2,595 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Able Wealth Management held 1,489 shares of Vanguard Dividend Appreciation ETF worth $352K as of Q2 2026.
Able Wealth Management sold 1,426 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $327K.
Vanguard Dividend Appreciation ETF made up 0.08% of Able Wealth Management's portfolio in Q2 2026, its #101 holding.
Able Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
Able Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $658K in Q4 2025.
2,595 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.