Aspen Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Aspen Investment 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	$6.92M	Buy	29,260 +40	+0.1%	+$9.19K	1.86%	12
2026 Q1	$6.28M	Sell	29,220 -195	-0.7%	-$43.5K	1.92%	9
2025 Q4	$6.46M	Buy	29,415 +25,126	+586%	+$5.49M	1.95%	11
2025 Q3	$926K	Buy	4,289 +2,350	+121%	+$493K	0.36%	78
2025 Q2	$397K	Hold	1,939	–	–	0.17%	116
2025 Q1	$376K	Hold	1,939	–	–	0.17%	117
2024 Q4	$380K	Hold	1,939	–	–	0.18%	109
2024 Q3	$384K	Hold	1,939	–	–	0.18%	113
2024 Q2	$354K	Hold	1,939	–	–	0.18%	112
2024 Q1	$354K	Buy	1,939 +45	+2%	+$7.91K	0.18%	123
2023 Q4	$323K	Sell	1,894 -15	-0.8%	-$2.41K	0.18%	114
2023 Q3	$296K	Sell	1,909 -300	-14%	-$48.6K	0.18%	118
2023 Q2	$359K	Sell	2,209 -2	-0.1%	-$313	0.21%	106
2023 Q1	$341K	Buy	2,211 +2	+0.1%	+$306	0.22%	100
2022 Q4	$335K	Hold	2,209	–	–	0.22%	104
2022 Q3	$299K	Hold	2,209	–	–	0.2%	111
2022 Q2	$317K	Hold	2,209	–	–	0.2%	116
2022 Q1	$358K	Hold	2,209	–	–	0.19%	113
2021 Q4	$379K	Hold	2,209	–	–	0.19%	117
2021 Q3	$339K	Sell	2,209 -40	-2%	-$6.37K	0.18%	115
2021 Q2	$348K	Hold	2,249	–	–	0.18%	116
2021 Q1	$331K	Hold	2,249	–	–	0.18%	107
2020 Q4	$317K	Hold	2,249	–	–	0.19%	108
2020 Q3	$289K	Hold	2,249	–	–	0.19%	100
2020 Q2	$264K	Hold	2,249	–	–	0.19%	99
2020 Q1	$233K	Hold	2,249	–	–	0.2%	94
2019 Q4	$280K	Hold	2,249	–	–	0.17%	111
2019 Q3	$269K	Sell	2,249 -40	-2%	-$4.72K	0.18%	112
2019 Q2	$264K	Sell	2,289 -400	-15%	-$44.9K	0.17%	116
2019 Q1	$295K	Sell	2,689 -50	-2%	-$5.27K	0.21%	107
2018 Q4	$268K	Hold	2,739	–	–	0.22%	109
2018 Q3	$303K	Buy	2,739 +1	+0%	+$107	0.2%	115
2018 Q2	$278K	Buy	2,738 +238	+10%	+$24.3K	0.19%	121
2018 Q1	$253K	Sell	2,500 -800	-24%	-$82.9K	0.18%	123
2017 Q4	$337K	Hold	3,300	–	–	0.24%	112
2017 Q3	$313K	Hold	3,300	–	–	0.23%	111
2017 Q2	$306K	Hold	3,300	–	–	0.23%	109
2017 Q1	$297K	Hold	3,300	–	–	0.22%	110
2016 Q4	$281K	Hold	3,300	–	–	0.21%	108
2016 Q3	$277K	Hold	3,300	–	–	0.22%	102
2016 Q2	$275K	Hold	3,300	–	–	0.23%	97
2016 Q1	$268K	Hold	3,300	–	–	0.25%	94
2015 Q4	$257K	Hold	3,300	–	–	0.26%	104
2015 Q3	$243K	Hold	3,300	–	–	0.24%	104
2015 Q2	$259K	Hold	3,300	–	–	0.22%	105
2015 Q1	$266K	Buy	3,300 +100	+3%	+$8.11K	0.21%	108
2014 Q4	$260K	Hold	3,200	–	–	0.22%	101
2014 Q3	$246K	Hold	3,200	–	–	0.21%	101
2014 Q2	$249K	Hold	3,200	–	–	0.15%	115
2014 Q1	$241K	Hold	3,200	–	–	0.15%	110
2013 Q4	$241K	Buy	3,200 +300	+10%	+$21.8K	0.16%	110
2013 Q3	$202K	Buy	+2,900	New	+$201K	0.14%	111

Other funds holding VIG

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

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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Aspen Investment Management's VIG Position: Q2 2026 in Review

Aspen Investment Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.14% in Q2 2026, buying an estimated $9.19K and bringing the position to 29,260 shares worth $6.92M. The position accounts for 1.86% of the portfolio, ranked #12.

Aspen Investment Management first reported a position in VIG in Q3 2013 and has held it in 52 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Aspen Investment Management held 29,260 shares of Vanguard Dividend Appreciation ETF worth $6.92M as of Q2 2026.
Aspen Investment Management bought 40 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $9.19K.
Vanguard Dividend Appreciation ETF made up 1.86% of Aspen Investment Management's portfolio in Q2 2026, its #12 holding.
Aspen Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2013 and has held it in 52 quarters since.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.