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

Accel 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 		$3.68M Buy
15,573
+832
+6% +$191K 0.83% 34
2026
Q1 		$3.17M Buy
14,741
+232
+2% +$51.7K 0.83% 30
2025
Q4 		$3.19M Buy
14,509
+664
+5% +$145K 0.87% 30
2025
Q3 		$2.99M Buy
13,845
+38
+0.3% +$7.98K 0.87% 30
2025
Q2 		$2.83M Buy
13,807
+59
+0.4% +$11.4K 0.94% 22
2025
Q1 		$2.67M Sell
13,748
-111
-0.8% -$22.1K 0.96% 23
2024
Q4 		$2.71M Buy
13,859
+435
+3% +$86.8K 1.03% 19
2024
Q3 		$2.66M Sell
13,424
-66
-0.5% -$12.6K 0.99% 22
2024
Q2 		$2.46M Buy
13,490
+551
+4% +$99.2K 0.99% 24
2024
Q1 		$2.36M Buy
12,939
+125
+1% +$22K 1% 26
2023
Q4 		$2.18M Buy
12,814
+55
+0.4% +$8.85K 1.1% 22
2023
Q3 		$1.98M Buy
12,759
+3,259
+34% +$528K 1.1% 23
2023
Q2 		$1.54M Buy
9,500
+355
+4% +$55.6K 0.85% 34
2023
Q1 		$1.41M Sell
9,145
-287
-3% -$44K 0.58% 51
2022
Q4 		$1.43M Sell
9,432
-2
-0% -$298 0.69% 41
2022
Q3 		$1.34M Buy
9,434
+151
+2% +$22.5K 0.72% 38
2022
Q2 		$1.35M Buy
9,283
+938
+11% +$143K 0.78% 35
2022
Q1 		$1.36M Buy
8,345
+546
+7% +$88.1K 0.7% 41
2021
Q4 		$1.34M Buy
7,799
+758
+11% +$125K 0.66% 45
2021
Q3 		$1.08M Buy
7,041
+567
+9% +$90.4K 0.7% 42
2021
Q2 		$1M Buy
6,474
+137
+2% +$21K 0.66% 37
2021
Q1 		$932K Sell
6,337
-8
-0.1% -$1.14K 0.76% 31
2020
Q4 		$896K Buy
+6,345
New +$860K 0.83% 26

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Accel Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.6% in Q2 2026, buying an estimated $191K and bringing the position to 15,573 shares worth $3.68M. The position accounts for 0.83% of the portfolio, ranked #34.

Accel Wealth Management first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. 1,262 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Accel Wealth Management held 15,573 shares of Vanguard Dividend Appreciation ETF worth $3.68M as of Q2 2026.
  • Accel Wealth Management bought 832 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $191K.
  • Vanguard Dividend Appreciation ETF made up 0.83% of Accel Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Accel Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,262 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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