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

Abound 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 		$552K Buy
2,332
+8
+0.3% +$1.84K 0.11% 50
2026
Q1 		$500K Buy
2,324
+258
+12% +$57.5K 0.11% 49
2025
Q4 		$454K Buy
2,066
+398
+24% +$87K 0.11% 53
2025
Q3 		$360K Buy
1,668
+442
+36% +$92.8K 0.09% 53
2025
Q2 		$251K Hold
1,226
– – 0.07% 63
2025
Q1 		$238K Hold
1,226
– – 0.08% 61
2024
Q4 		$240K Hold
1,226
– – 0.08% 60
2024
Q3 		$243K Sell
1,226
-4
-0.3% -$762 0.08% 57
2024
Q2 		$225K Sell
1,230
-142
-10% -$25.6K 0.08% 56
2024
Q1 		$251K Buy
1,372
+65
+5% +$11.4K 0.1% 51
2023
Q4 		$223K Sell
1,307
-57
-4% -$9.17K 0.09% 52
2023
Q3 		$212K Buy
1,364
+134
+11% +$21.7K 0.09% 50
2023
Q2 		$200K Sell
1,230
-23
-2% -$3.6K 0.08% 52
2023
Q1 		$193K Buy
1,253
+110
+10% +$16.9K 0.09% 51
2022
Q4 		$173K Sell
1,143
-346
-23% -$51.6K 0.08% 52
2022
Q3 		$201K Buy
1,489
+528
+55% +$78.6K 0.11% 44
2022
Q2 		$138K Hold
961
– – 0.08% 46
2022
Q1 		$156K Hold
961
– – 0.11% 45
2021
Q4 		$165K Buy
+961
New +$158K 0.13% 40

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Abound Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.34% in Q2 2026, buying an estimated $1.84K and bringing the position to 2,332 shares worth $552K. The position accounts for 0.11% of the portfolio, ranked #50.

Abound Wealth Management first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Abound Wealth Management held 2,332 shares of Vanguard Dividend Appreciation ETF worth $552K as of Q2 2026.
  • Abound Wealth Management bought 8 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.84K.
  • Vanguard Dividend Appreciation ETF made up 0.11% of Abound Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Abound Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.