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

Accurate 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 		$726K Buy
3,042
+980
+48% +$225K 0.07% 273
2026
Q1 		$457K Sell
2,062
-1,778
-46% -$396K 0.06% 337
2025
Q4 		$863K Sell
3,840
-403
-9% -$88.1K 0.11% 199
2025
Q3 		$918K Buy
4,243
+3,012
+245% +$633K 0.12% 179
2025
Q2 		$255K Sell
1,231
-1
-0.1% -$194 0.04% 384
2025
Q1 		$228K Buy
1,232
+134
+12% +$26.6K 0.04% 345
2024
Q4 		$212K Sell
1,098
-4
-0.4% -$799 0.04% 360
2024
Q3 		$221K Sell
1,102
-76
-6% -$14.5K 0.04% 347
2024
Q2 		$221K Sell
1,178
-160
-12% -$28.8K 0.05% 301
2024
Q1 		$233K Buy
+1,338
New +$235K 0.07% 253
2023
Q2 		– Sell
-1,424
Closed -$220K – 291
2023
Q1 		$220K Sell
1,424
-5
-0.3% -$766 0.08% 231
2022
Q4 		$221K Sell
1,429
-1,171
-45% -$175K 0.08% 204
2022
Q3 		$363K Buy
2,600
+908
+54% +$135K 0.15% 119
2022
Q2 		$247K Buy
1,692
+38
+2% +$5.78K 0.13% 126
2022
Q1 		$268K Buy
1,654
+10
+0.6% +$1.61K 0.12% 130
2021
Q4 		$264K Hold
1,644
– – 0.22% 114
2021
Q3 		$260K Buy
1,644
+241
+17% +$38.4K 0.23% 112
2021
Q2 		$217K Buy
+1,403
New +$215K 0.19% 125

Other funds holding VIG

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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

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

Accurate Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 48% in Q2 2026, buying an estimated $225K and bringing the position to 3,042 shares worth $726K. The position accounts for 0.07% of the portfolio, ranked #273.

Accurate Wealth Management first reported a position in VIG in Q2 2021 and has held it in 18 quarters since. The position peaked at $918K in Q3 2025. 1,127 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Accurate Wealth Management held 3,042 shares of Vanguard Dividend Appreciation ETF worth $726K as of Q2 2026.
  • Accurate Wealth Management bought 980 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $225K.
  • Vanguard Dividend Appreciation ETF made up 0.07% of Accurate Wealth Management's portfolio in Q2 2026, its #273 holding.
  • Accurate Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 18 quarters since.
  • Accurate Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $918K in Q3 2025.
  • 1,127 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.