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

Athena 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	$217K	Buy	+915	New	+$210K	0.13%	129
2026 Q1	–	Sell	-915	Closed	-$201K	–	158
2025 Q4	$201K	Buy	+915	New	+$200K	0.1%	153
2024 Q4	–	Sell	-1,025	Closed	-$203K	–	156
2024 Q3	$203K	Buy	+1,025	New	+$195K	0.12%	148
2024 Q2	–	Sell	-1,098	Closed	-$201K	–	150
2024 Q1	$201K	Buy	+1,098	New	+$193K	0.12%	148

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

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

Athena Investment Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 915 shares worth $217K. The stake represents 0.13% of the portfolio and ranks #129 among its holdings. This is a return to the name: Athena Investment Management previously reported a position in VIG as recently as Q4 2025.

Athena Investment Management first reported a position in VIG in Q1 2024 and has held it in 4 quarters since. 2,601 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Athena Investment Management held 915 shares of Vanguard Dividend Appreciation ETF worth $217K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Athena Investment Management position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.13% of Athena Investment Management's portfolio in Q2 2026, its #129 holding.
Athena Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 4 quarters since.
2,601 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.