Avidian Wealth Enterprises’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Avidian Wealth Enterprises’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	$1.28M	Buy	5,428 +74	+1%	+$17K	0.04%	274
2026 Q1	$1.15M	Buy	5,354 +188	+4%	+$41.9K	0.04%	274
2025 Q4	$1.14M	Buy	5,166 +53	+1%	+$11.6K	0.04%	212
2025 Q3	$1.1M	Buy	5,113 +1,632	+47%	+$343K	0.04%	205
2025 Q2	$713K	Hold	3,481	–	–	0.03%	257
2025 Q1	$675K	Hold	3,481	–	–	0.03%	252
2024 Q4	$682K	Sell	3,481 -75	-2%	-$15K	0.03%	243
2024 Q3	$704K	Sell	3,556 -24	-0.7%	-$4.57K	0.03%	239
2024 Q2	$654K	Buy	3,580 +1,672	+88%	+$301K	0.03%	246
2024 Q1	$348K	Sell	1,908 -18,384	-91%	-$3.23M	0.02%	329
2023 Q4	$3.46M	Buy	20,292 +17,801	+715%	+$2.86M	0.21%	75
2023 Q3	$387K	Sell	2,491 -155	-6%	-$25.1K	0.03%	289
2023 Q2	$430K	Sell	2,646 -186	-7%	-$29.1K	0.03%	287
2023 Q1	$436K	Sell	2,832 -3,847	-58%	-$589K	0.02%	320
2022 Q4	$1.01M	Buy	6,679 +4,204	+170%	+$627K	0.07%	175
2022 Q3	$335K	Buy	2,475 +54	+2%	+$8.04K	0.02%	305
2022 Q2	$347K	Sell	2,421 -18	-0.7%	-$2.74K	0.02%	324
2022 Q1	$396K	Buy	2,439 +19	+0.8%	+$3.06K	0.02%	345
2021 Q4	$416K	Sell	2,420 -511	-17%	-$84.2K	0.03%	336
2021 Q3	$450K	Sell	2,931 -212	-7%	-$33.8K	0.03%	229
2021 Q2	$487K	Sell	3,143 -2,061	-40%	-$316K	0.04%	228
2021 Q1	$765K	Buy	5,204 +1,642	+46%	+$234K	0.07%	152
2020 Q4	$503K	Sell	3,562 -190	-5%	-$25.8K	0.05%	185
2020 Q3	$483K	Buy	3,752 +1,251	+50%	+$157K	0.05%	161
2020 Q2	$293K	Buy	2,501 +201	+9%	+$22.9K	0.04%	201
2020 Q1	$238K	Buy	+2,300	New	+$274K	0.04%	172
2019 Q2	–	Sell	-2,988	Closed	-$328K	–	164
2019 Q1	$328K	Buy	+2,988	New	+$315K	0.07%	88
2016 Q2	–	Sell	-9,150	Closed	-$743K	–	92
2016 Q1	$743K	Hold	9,150	–	–	0.4%	20
2015 Q4	$712K	Hold	9,150	–	–	0.35%	17
2015 Q3	$675K	Buy	+9,150	New	+$709K	0.42%	13

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

Avidian Wealth Enterprises's VIG Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q2 2026, buying an estimated $17K and bringing the position to 5,428 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #274.

Avidian Wealth Enterprises first reported a position in VIG in Q3 2015 and has held it in 30 quarters since. The position peaked at $3.46M in Q4 2023. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Avidian Wealth Enterprises held 5,428 shares of Vanguard Dividend Appreciation ETF worth $1.28M as of Q2 2026.
Avidian Wealth Enterprises bought 74 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $17K.
Vanguard Dividend Appreciation ETF made up 0.04% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #274 holding.
Avidian Wealth Enterprises first reported a position in Vanguard Dividend Appreciation ETF in Q3 2015 and has held it in 30 quarters since.
Avidian Wealth Enterprises's Vanguard Dividend Appreciation ETF position peaked at $3.46M in Q4 2023.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.