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

Ariadne 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	–	Sell	-1,822	Closed	-$392K	–	291
2026 Q1	$392K	Hold	1,822	–	–	0.18%	127
2025 Q4	$413K	Hold	1,822	–	–	0.17%	131
2025 Q3	$397K	Hold	1,822	–	–	0.18%	117
2025 Q2	$383K	Hold	1,822	–	–	0.18%	117
2025 Q1	$350K	Hold	1,822	–	–	0.18%	123
2024 Q4	$370K	Hold	1,822	–	–	0.17%	121
2024 Q3	$368K	Hold	1,822	–	–	0.2%	103
2024 Q2	$334K	Buy	+1,822	New	+$328K	0.26%	91

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

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

Ariadne Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 1,822 shares — an estimated $392K sold.

Ariadne Wealth Management first reported a position in VIG in Q2 2024 and held it in 8 quarters. The position peaked at $413K in Q4 2025. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Ariadne Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
Ariadne Wealth Management sold 1,822 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $392K.
Ariadne Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and held it in 8 quarters.
Ariadne Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $413K in Q4 2025.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.