Balanced Wealth Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Balanced Wealth Group’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	$583K	Sell	2,465 -41	-2%	-$9.41K	0.18%	47
2026 Q1	$539K	Sell	2,506 -1,304	-34%	-$291K	0.19%	42
2025 Q4	$826K	Sell	3,810 -11	-0.3%	-$2.4K	0.3%	35
2025 Q3	$787K	Sell	3,821 -7	-0.2%	-$1.47K	0.35%	31
2025 Q2	$789K	Buy	3,828 +15	+0.4%	+$2.91K	0.34%	32
2025 Q1	$740K	Sell	3,813 -1,373	-26%	-$273K	0.36%	31
2024 Q4	$1.05M	Buy	5,186 +26	+0.5%	+$5.19K	0.47%	27
2024 Q3	$1.02M	Sell	5,160 -1,191	-19%	-$227K	0.45%	27
2024 Q2	$1.16M	Sell	6,351 -618	-9%	-$111K	0.53%	25
2024 Q1	$1.26M	Buy	6,969 +219	+3%	+$38.5K	0.56%	26
2023 Q4	$1.15M	Buy	+6,750	New	+$1.09M	0.6%	28

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

Balanced Wealth Group's VIG Position: Q2 2026 in Review

Balanced Wealth Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.6% in Q2 2026, selling an estimated $9.41K and leaving 2,465 shares worth $583K. The position accounts for 0.18% of the portfolio, ranked #47.

Balanced Wealth Group first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.26M in Q1 2024. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Balanced Wealth Group held 2,465 shares of Vanguard Dividend Appreciation ETF worth $583K as of Q2 2026.
Balanced Wealth Group sold 41 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $9.41K.
Vanguard Dividend Appreciation ETF made up 0.18% of Balanced Wealth Group's portfolio in Q2 2026, its #47 holding.
Balanced Wealth Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
Balanced Wealth Group's Vanguard Dividend Appreciation ETF position peaked at $1.26M in Q1 2024.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.