AWM
VIG icon

Axxcess Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Axxcess 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 		$4.9M Sell
20,698
-1,159
-5% -$266K 0.08% 232
2026
Q1 		$4.7M Sell
21,857
-1,214
-5% -$271K 0.15% 120
2025
Q4 		$5.07M Buy
23,071
+7,446
+48% +$1.63M 0.09% 208
2025
Q3 		$3.37M Buy
15,625
+105
+0.7% +$22.1K 0.07% 220
2025
Q2 		$3.18M Buy
15,520
+129
+0.8% +$25K 0.07% 212
2025
Q1 		$2.99M Buy
15,391
+441
+3% +$87.7K 0.08% 195
2024
Q4 		$2.93M Buy
14,950
+2,831
+23% +$565K 0.07% 202
2024
Q3 		$2.4M Sell
12,119
-32
-0.3% -$6.09K 0.06% 235
2024
Q2 		$2.22M Buy
12,151
+2,437
+25% +$439K 0.06% 236
2024
Q1 		$1.77M Sell
9,714
-58
-0.6% -$10.2K 0.05% 267
2023
Q4 		$1.67M Sell
9,772
-11,302
-54% -$1.82M 0.05% 274
2023
Q3 		$3.27M Buy
21,074
+9,608
+84% +$1.56M 0.11% 141
2023
Q2 		$1.86M Buy
11,466
+6,390
+126% +$1M 0.13% 145
2023
Q1 		$782K Sell
5,076
-2,390
-32% -$366K 0.06% 276
2022
Q4 		$1.13M Sell
7,466
-4,450
-37% -$663K 0.09% 204
2022
Q3 		$1.61M Sell
11,916
-1,162
-9% -$173K 0.15% 132
2022
Q2 		$1.88M Buy
13,078
+7,038
+117% +$1.07M 0.17% 117
2022
Q1 		$979K Sell
6,040
-99
-2% -$16K 0.08% 219
2021
Q4 		$1.05M Buy
+6,139
New +$1.01M 0.08% 202

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Axxcess Wealth Management's VIG Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.3% in Q2 2026, selling an estimated $266K and leaving 20,698 shares worth $4.9M. The position accounts for 0.08% of the portfolio, ranked #232.

Axxcess Wealth Management first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.07M in Q4 2025. 1,392 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Axxcess Wealth Management held 20,698 shares of Vanguard Dividend Appreciation ETF worth $4.9M as of Q2 2026.
  • Axxcess Wealth Management sold 1,159 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $266K.
  • Vanguard Dividend Appreciation ETF made up 0.08% of Axxcess Wealth Management's portfolio in Q2 2026, its #232 holding.
  • Axxcess Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $5.07M in Q4 2025.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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