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Ball & Co Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Ball & Co 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 		$28.9M Sell
122,288
-1,768
-1% -$406K 20.52% 1
2026
Q1 		$26.7M Sell
124,056
-456
-0.4% -$102K 22.32% 1
2025
Q4 		$27.4M Buy
124,512
+31,254
+34% +$6.83M 17.62% 2
2025
Q3 		$20.1M Buy
+93,258
New +$19.6M 13.39% 3

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ball & Co Wealth Management's VIG Position: Q2 2026 in Review

Ball & Co Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q2 2026, selling an estimated $406K and leaving 122,288 shares worth $28.9M. The position accounts for 20.52% of the portfolio, ranked #1.

Ball & Co Wealth Management first reported a position in VIG in Q3 2025 and has held it in 4 quarters since. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Ball & Co Wealth Management held 122,288 shares of Vanguard Dividend Appreciation ETF worth $28.9M as of Q2 2026.
  • Ball & Co Wealth Management sold 1,768 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $406K.
  • Vanguard Dividend Appreciation ETF made up 20.52% of Ball & Co Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Ball & Co Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.