Axis Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Axis Wealth Partners’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	$3.8M	Sell	16,079 -11	-0.1%	-$2.53K	1.83%	12
2026 Q1	$3.46M	Sell	16,090 -10	-0.1%	-$2.23K	1.84%	13
2025 Q4	$3.54M	Sell	16,100 -74	-0.5%	-$16.2K	1.95%	9
2025 Q3	$3.49M	Buy	16,174 +703	+5%	+$148K	2.04%	9
2025 Q2	$3.17M	Sell	15,471 -418	-3%	-$81K	2.08%	11
2025 Q1	$3.08M	Buy	15,889 +997	+7%	+$198K	2.28%	8
2024 Q4	$2.92M	Buy	+14,892	New	+$2.97M	2.46%	7

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

Axis Wealth Partners's VIG Position: Q2 2026 in Review

Axis Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.07% in Q2 2026, selling an estimated $2.53K and leaving 16,079 shares worth $3.8M. The position accounts for 1.83% of the portfolio, ranked #12.

Axis Wealth Partners first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Axis Wealth Partners held 16,079 shares of Vanguard Dividend Appreciation ETF worth $3.8M as of Q2 2026.
Axis Wealth Partners sold 11 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.53K.
Vanguard Dividend Appreciation ETF made up 1.83% of Axis Wealth Partners's portfolio in Q2 2026, its #12 holding.
Axis Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.