American Money Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

American Money 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	$690K	Sell	2,915 -76	-3%	-$17.5K	0.1%	98
2026 Q1	$643K	Sell	2,991 -10	-0.3%	-$2.23K	0.1%	93
2025 Q4	$660K	Sell	3,001 -124	-4%	-$27.1K	0.1%	91
2025 Q3	$674K	Hold	3,125	–	–	0.11%	85
2025 Q2	$640K	Hold	3,125	–	–	0.11%	83
2025 Q1	$606K	Sell	3,125 -30	-1%	-$5.96K	0.12%	82
2024 Q4	$618K	Sell	3,155 -719	-19%	-$144K	0.12%	85
2024 Q3	$767K	Buy	3,874 +272	+8%	+$51.8K	0.15%	78
2024 Q2	$658K	Hold	3,602	–	–	0.14%	83
2024 Q1	$658K	Sell	3,602 -388	-10%	-$68.2K	0.14%	85
2023 Q4	$680K	Sell	3,990 -148	-4%	-$23.8K	0.15%	81
2023 Q3	$643K	Sell	4,138 -600	-13%	-$97.3K	0.16%	80
2023 Q2	$770K	Sell	4,738 -290	-6%	-$45.4K	0.19%	76
2023 Q1	$774K	Sell	5,028 -317	-6%	-$48.6K	0.21%	73
2022 Q4	$812K	Buy	5,345 +1,390	+35%	+$207K	0.23%	72
2022 Q3	$535K	Buy	3,955 +1	+0%	+$149	0.16%	84
2022 Q2	$567K	Buy	3,954 +1	+0%	+$152	0.17%	83
2022 Q1	$641K	Hold	3,953	–	–	0.17%	87
2021 Q4	$679K	Sell	3,953 -48	-1%	-$7.91K	0.18%	86
2021 Q3	$615K	Buy	+4,001	New	+$638K	0.17%	87

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

American Money Management's VIG Position: Q2 2026 in Review

American Money Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.5% in Q2 2026, selling an estimated $17.5K and leaving 2,915 shares worth $690K. The position accounts for 0.1% of the portfolio, ranked #98.

American Money Management first reported a position in VIG in Q3 2021 and has held it in 20 quarters since. The position peaked at $812K in Q4 2022. 2,586 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

American Money Management held 2,915 shares of Vanguard Dividend Appreciation ETF worth $690K as of Q2 2026.
American Money Management sold 76 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $17.5K.
Vanguard Dividend Appreciation ETF made up 0.1% of American Money Management's portfolio in Q2 2026, its #98 holding.
American Money Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 20 quarters since.
American Money Management's Vanguard Dividend Appreciation ETF position peaked at $812K in Q4 2022.
2,586 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.