APS Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

APS Management Group’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	$218K	Buy	+920	New	+$211K	0.17%	72
2026 Q1	–	Sell	-919	Closed	-$202K	–	80
2025 Q4	$202K	Buy	+919	New	+$201K	0.17%	76

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

APS Management Group's VIG Position: Q2 2026 in Review

APS Management Group opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 920 shares worth $218K. The stake represents 0.17% of the portfolio and ranks #72 among its holdings. This is a return to the name: APS Management Group previously reported a position in VIG as recently as Q4 2025.

APS Management Group first reported a position in VIG in Q4 2025 and has held it in 2 quarters since. 2,579 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

APS Management Group held 920 shares of Vanguard Dividend Appreciation ETF worth $218K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new APS Management Group position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.17% of APS Management Group's portfolio in Q2 2026, its #72 holding.
APS Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 2 quarters since.
2,579 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on APS Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.