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

Arkadios 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	$13.4M	Sell	56,820 -6,812	-11%	-$1.56M	0.2%	102
2026 Q1	$13.7M	Sell	63,632 -9,146	-13%	-$2.04M	0.22%	94
2025 Q4	$16M	Buy	72,778 +46,312	+175%	+$10.1M	0.31%	55
2025 Q3	$5.71M	Buy	26,466 +2,317	+10%	+$487K	0.14%	168
2025 Q2	$4.94M	Buy	24,149 +11,069	+85%	+$2.15M	0.15%	160
2025 Q1	$2.54M	Buy	13,080 +4,840	+59%	+$962K	0.1%	239
2024 Q4	$1.61M	Buy	8,240 +155	+2%	+$30.9K	0.09%	223
2024 Q3	$1.6M	Buy	8,085 +954	+13%	+$182K	0.09%	223
2024 Q2	$1.3M	Buy	7,131 +3,319	+87%	+$597K	0.09%	228
2024 Q1	$696K	Sell	3,812 -1,174	-24%	-$206K	0.05%	312
2023 Q4	$850K	Buy	4,986 +153	+3%	+$24.6K	0.07%	256
2023 Q3	$751K	Buy	4,833 +147	+3%	+$23.8K	0.07%	261
2023 Q2	$761K	Hold	4,686	–	–	0.09%	228
2023 Q1	$722K	Sell	4,686 -122	-3%	-$18.7K	0.09%	236
2022 Q4	$730K	Sell	4,808 -35	-0.7%	-$5.22K	0.1%	221
2022 Q3	$655K	Buy	4,843 +87	+2%	+$12.9K	0.1%	221
2022 Q2	$682K	Sell	4,756 -360	-7%	-$54.8K	0.1%	227
2022 Q1	$830K	Sell	5,116 -32,925	-87%	-$5.31M	0.11%	217
2021 Q4	$6.53M	Buy	38,041 +33,227	+690%	+$5.48M	0.87%	18
2021 Q3	$739K	Sell	4,814 -717	-13%	-$114K	0.11%	219
2021 Q2	$856K	Buy	5,531 +3,351	+154%	+$514K	0.1%	229
2021 Q1	$320K	Buy	2,180 +681	+45%	+$96.9K	0.05%	334
2020 Q4	$211K	Buy	1,499 +663	+79%	+$89.9K	0.04%	316
2020 Q3	$112K	Buy	836 +1	+0.1%	+$126	0.06%	266
2020 Q2	$101K	Hold	835	–	–	0.06%	257
2020 Q1	$86.3K	Hold	835	–	–	0.06%	255
2019 Q4	$109K	Buy	+835	New	+$101K	0.07%	218

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

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

Arkadios Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 11% in Q2 2026, selling an estimated $1.56M and leaving 56,820 shares worth $13.4M. The position accounts for 0.2% of the portfolio, ranked #102.

Arkadios Wealth Advisors first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. The position peaked at $16M in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Arkadios Wealth Advisors held 56,820 shares of Vanguard Dividend Appreciation ETF worth $13.4M as of Q2 2026.
Arkadios Wealth Advisors sold 6,812 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.56M.
Vanguard Dividend Appreciation ETF made up 0.2% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #102 holding.
Arkadios Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
Arkadios Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $16M in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.