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

Aprio 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	$16.2M	Sell	68,637 -23,056	-25%	-$5.29M	0.8%	31
2026 Q1	$19.7M	Buy	91,693 +90,341	+6,682%	+$20.1M	1.08%	25
2025 Q4	$19.9M	Buy	+1,352	New	+$295K	1.14%	23
2024 Q2	–	Sell	-1,102	Closed	-$201K	–	275
2024 Q1	$201K	Buy	+1,102	New	+$194K	0.04%	227
2023 Q1	–	Sell	-1,486	Closed	-$226K	–	143
2022 Q4	$226K	Sell	1,486 -60	-4%	-$8.94K	0.08%	110
2022 Q3	$209K	Buy	+1,546	New	+$230K	0.08%	101

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

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

Aprio Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 25% in Q2 2026, selling an estimated $5.29M and leaving 68,637 shares worth $16.2M. The position accounts for 0.8% of the portfolio, ranked #31.

Aprio Wealth Management first reported a position in VIG in Q3 2022 and has held it in 6 quarters since. The position peaked at $19.9M in Q4 2025. 1,270 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Aprio Wealth Management held 68,637 shares of Vanguard Dividend Appreciation ETF worth $16.2M as of Q2 2026.
Aprio Wealth Management sold 23,056 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $5.29M.
Vanguard Dividend Appreciation ETF made up 0.8% of Aprio Wealth Management's portfolio in Q2 2026, its #31 holding.
Aprio Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2022 and has held it in 6 quarters since.
Aprio Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $19.9M in Q4 2025.
1,270 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.