Atlantic Edge Private Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Atlantic Edge Private 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	$1.58M	Buy	6,687 +1	+0%	+$230	0.32%	60
2026 Q1	$1.44M	Sell	6,686 -19	-0.3%	-$4.24K	0.35%	59
2025 Q4	$1.47M	Sell	6,705 -874	-12%	-$191K	0.37%	57
2025 Q3	$1.64M	Buy	7,579 +1	+0%	+$210	0.42%	56
2025 Q2	$1.55M	Sell	7,578 -250	-3%	-$48.5K	0.43%	57
2025 Q1	$1.52M	Sell	7,828 -534	-6%	-$106K	0.46%	54
2024 Q4	$1.64M	Sell	8,362 -23	-0.3%	-$4.59K	0.51%	52
2024 Q3	$1.66M	Buy	8,385 +1	+0%	+$190	0.51%	52
2024 Q2	$1.53M	Hold	8,384	–	–	0.51%	50
2024 Q1	$1.53M	Sell	8,384 -139	-2%	-$24.4K	0.53%	49
2023 Q4	$1.45M	Buy	+8,523	New	+$1.37M	0.59%	45

Other funds holding VIG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Atlantic Edge Private Wealth Management's VIG Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.01% in Q2 2026, buying an estimated $230 and bringing the position to 6,687 shares worth $1.58M. The position accounts for 0.32% of the portfolio, ranked #60.

Atlantic Edge Private Wealth Management first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.66M in Q3 2024. 1,187 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Atlantic Edge Private Wealth Management held 6,687 shares of Vanguard Dividend Appreciation ETF worth $1.58M as of Q2 2026.
Atlantic Edge Private Wealth Management bought 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
Vanguard Dividend Appreciation ETF made up 0.32% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #60 holding.
Atlantic Edge Private Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.66M in Q3 2024.
1,187 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.