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

Angeles 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	$1.46M	Buy	6,177 +168	+3%	+$38.6K	0.07%	121
2026 Q1	$1.29M	Sell	6,009 -118	-2%	-$26.3K	0.07%	107
2025 Q4	$1.35M	Sell	6,127 -2,436	-28%	-$532K	0.07%	107
2025 Q3	$1.85M	Sell	8,563 -9	-0.1%	-$1.89K	0.11%	71
2025 Q2	$1.75M	Sell	8,572 -255	-3%	-$49.4K	0.12%	62
2025 Q1	$1.71M	Buy	8,827 +1	+0%	+$199	0.14%	58
2024 Q4	$1.73M	Sell	8,826 -10	-0.1%	-$2K	0.14%	58
2024 Q3	$1.75M	Buy	8,836 +1,251	+16%	+$238K	0.15%	54
2024 Q2	$1.38M	Buy	7,585 +16	+0.2%	+$2.88K	0.13%	60
2024 Q1	$1.38M	Buy	7,569 +94	+1%	+$16.5K	0.14%	57
2023 Q4	$1.27M	Buy	7,475 +10	+0.1%	+$1.61K	0.16%	56
2023 Q3	$1.16M	Sell	7,465 -505	-6%	-$81.9K	0.16%	52
2023 Q2	$1.29M	Buy	7,970 +517	+7%	+$81K	0.18%	57
2023 Q1	$1.15M	Hold	7,453	–	–	0.17%	60
2022 Q4	$1.13M	Buy	7,453 +715	+11%	+$107K	0.2%	60
2022 Q3	$911K	Buy	6,738 +1,024	+18%	+$152K	0.18%	62
2022 Q2	$820K	Buy	5,714 +1,311	+30%	+$200K	0.16%	71
2022 Q1	$714K	Buy	+4,403	New	+$710K	0.14%	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

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

Angeles Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.8% in Q2 2026, buying an estimated $38.6K and bringing the position to 6,177 shares worth $1.46M. The position accounts for 0.07% of the portfolio, ranked #121.

Angeles Wealth Management first reported a position in VIG in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.85M in Q3 2025. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Angeles Wealth Management held 6,177 shares of Vanguard Dividend Appreciation ETF worth $1.46M as of Q2 2026.
Angeles Wealth Management bought 168 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $38.6K.
Vanguard Dividend Appreciation ETF made up 0.07% of Angeles Wealth Management's portfolio in Q2 2026, its #121 holding.
Angeles Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 18 quarters since.
Angeles Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.85M in Q3 2025.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.