Barnes Dennig Private Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Barnes Dennig Private 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	$21.8K	Hold	92	–	–	0.02%	210
2026 Q1	$19.8K	Hold	92	–	–	0.02%	206
2025 Q4	$20.2K	Hold	92	–	–	0.02%	201
2025 Q3	$19.9K	Hold	92	–	–	0.02%	193
2025 Q2	$18.8K	Hold	92	–	–	0.02%	165
2025 Q1	$17.8K	Buy	+92	New	+$18.3K	0.03%	106

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Barnes Dennig Private Wealth Management's VIG Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 92 shares worth $21.8K. The position accounts for 0.02% of the portfolio, ranked #210.

Barnes Dennig Private Wealth Management first reported a position in VIG in Q1 2025 and has held it in 6 quarters since. 1,152 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Barnes Dennig Private Wealth Management held 92 shares of Vanguard Dividend Appreciation ETF worth $21.8K as of Q2 2026.
Barnes Dennig Private Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.02% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #210 holding.
Barnes Dennig Private Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 6 quarters since.
1,152 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.