Adapt Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Adapt Wealth Advisors’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	$823K	Buy	3,479 +39	+1%	+$8.96K	0.27%	45
2026 Q1	$740K	Sell	3,440 -135	-4%	-$30.1K	0.27%	53
2025 Q4	$786K	Buy	3,575 +236	+7%	+$51.6K	0.27%	52
2025 Q3	$721K	Sell	3,339 -76	-2%	-$16K	0.27%	55
2025 Q2	$699K	Hold	3,415	–	–	0.31%	36
2025 Q1	$662K	Sell	3,415 -5	-0.1%	-$994	0.32%	35
2024 Q4	$670K	Hold	3,420	–	–	0.33%	39
2024 Q3	$677K	Sell	3,420 -146	-4%	-$27.8K	0.36%	38
2024 Q2	$651K	Buy	3,566 +125	+4%	+$22.5K	0.41%	39
2024 Q1	$628K	Buy	+3,441	New	+$605K	0.45%	31

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

Adapt Wealth Advisors's VIG Position: Q2 2026 in Review

Adapt Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.1% in Q2 2026, buying an estimated $8.96K and bringing the position to 3,479 shares worth $823K. The position accounts for 0.27% of the portfolio, ranked #45.

Adapt Wealth Advisors first reported a position in VIG in Q1 2024 and has held it in 10 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Adapt Wealth Advisors held 3,479 shares of Vanguard Dividend Appreciation ETF worth $823K as of Q2 2026.
Adapt Wealth Advisors bought 39 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $8.96K.
Vanguard Dividend Appreciation ETF made up 0.27% of Adapt Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Adapt Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 10 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.