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

Activest 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	$21.5K	Hold	91	–	–	﹤0.01%	435
2026 Q1	$19.5K	Sell	91 -293	-76%	-$65.3K	﹤0.01%	526
2025 Q4	$84.4K	Buy	384 +369	+2,460%	+$80.6K	0.02%	238
2025 Q3	$3.17K	Hold	15	–	–	﹤0.01%	720
2025 Q2	$2.99K	Hold	15	–	–	﹤0.01%	629
2025 Q1	$2.83K	Hold	15	–	–	﹤0.01%	595
2024 Q4	$2.85K	Sell	15 -74	-83%	-$14.8K	﹤0.01%	410
2024 Q3	$17.7K	Buy	89 +75	+536%	+$14.3K	0.01%	260
2024 Q2	$2.62K	Hold	14	–	–	﹤0.01%	383
2024 Q1	$2.62K	Hold	14	–	–	﹤0.01%	294
2023 Q4	$2.43K	Hold	14	–	–	﹤0.01%	262
2023 Q3	$2.2K	Hold	14	–	–	﹤0.01%	266
2023 Q2	$2.14K	Hold	14	–	–	﹤0.01%	258
2023 Q1	$2.14K	Buy	+14	New	+$2.15K	﹤0.01%	251

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Activest Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 91 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Activest Wealth Management first reported a position in VIG in Q1 2023 and has held it in 14 quarters since. The position peaked at $84.4K in Q4 2025. 1,262 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Activest Wealth Management held 91 shares of Vanguard Dividend Appreciation ETF worth $21.5K as of Q2 2026.
Activest Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #435 holding.
Activest Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 14 quarters since.
Activest Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $84.4K in Q4 2025.
1,262 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.