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

Amplius 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 		$2.55M Sell
10,763
-476
-4% -$109K 0.19% 47
2026
Q1 		$2.42M Sell
11,239
-110
-1% -$24.5K 0.2% 48
2025
Q4 		$2.49M Sell
11,349
-437
-4% -$95.5K 0.21% 48
2025
Q3 		$2.54M Sell
11,786
-15,772
-57% -$3.31M 0.22% 46
2025
Q2 		$5.64M Buy
27,558
+22
+0.1% +$4.26K 0.52% 34
2025
Q1 		$5.34M Sell
27,536
-168
-0.6% -$33.4K 0.56% 34
2024
Q4 		$5.43M Sell
27,704
-231
-0.8% -$46.1K 0.56% 33
2024
Q3 		$5.53M Sell
27,935
-655
-2% -$125K 0.6% 32
2024
Q2 		$5.22M Buy
28,590
+315
+1% +$56.7K 0.58% 35
2024
Q1 		$5.16M Sell
28,275
-4,394
-13% -$772K 0.58% 34
2023
Q4 		$5.57M Sell
32,669
-526
-2% -$84.6K 0.67% 35
2023
Q3 		$5.16M Sell
33,195
-1,365
-4% -$221K 0.69% 31
2023
Q2 		$5.61M Sell
34,560
-718
-2% -$112K 0.76% 28
2023
Q1 		$5.43M Sell
35,278
-2,845
-7% -$436K 0.78% 26
2022
Q4 		$5.79M Buy
38,123
+312
+0.8% +$46.5K 0.92% 26
2022
Q3 		$5.11M Sell
37,811
-437
-1% -$65K 0.91% 26
2022
Q2 		$5.49M Sell
38,248
-15,548
-29% -$2.37M 0.89% 26
2022
Q1 		$8.72M Sell
53,796
-1,092
-2% -$176K 1.34% 22
2021
Q4 		$9.43M Buy
+54,888
New +$9.05M 1.3% 19

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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

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

Amplius Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.2% in Q2 2026, selling an estimated $109K and leaving 10,763 shares worth $2.55M. The position accounts for 0.19% of the portfolio, ranked #47.

Amplius Wealth Advisors first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.43M in Q4 2021. 954 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Amplius Wealth Advisors held 10,763 shares of Vanguard Dividend Appreciation ETF worth $2.55M as of Q2 2026.
  • Amplius Wealth Advisors sold 476 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $109K.
  • Vanguard Dividend Appreciation ETF made up 0.19% of Amplius Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Amplius Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $9.43M in Q4 2021.
  • 954 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.