BW
VIG icon

Balance Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Balance Wealth’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 		– Sell
-1,080
Closed -$232K – 177
2026
Q1 		$232K Buy
1,080
+125
+13% +$27.9K 0.07% 133
2025
Q4 		$210K Buy
+955
New +$209K 0.07% 137

Other funds holding VIG

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
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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Balance Wealth's VIG Position: Q2 2026 in Review

Balance Wealth sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 1,080 shares — an estimated $232K sold.

Balance Wealth first reported a position in VIG in Q4 2025 and held it in 2 quarters. The position peaked at $232K in Q1 2026. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Balance Wealth reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
  • Balance Wealth sold 1,080 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $232K.
  • Balance Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and held it in 2 quarters.
  • Balance Wealth's Vanguard Dividend Appreciation ETF position peaked at $232K in Q1 2026.
  • 984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.