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

Barnes Wealth Management 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	$935K	Buy	3,952 +131	+3%	+$30.1K	0.43%	61
2026 Q1	$822K	Sell	3,821 -1,069	-22%	-$238K	0.42%	64
2025 Q4	$1.07M	Sell	4,890 -616	-11%	-$135K	0.58%	46
2025 Q3	$1.19M	Sell	5,506 -84	-2%	-$17.6K	0.65%	43
2025 Q2	$1.14M	Sell	5,590 -291	-5%	-$56.4K	0.68%	42
2025 Q1	$1.14M	Buy	5,881 +177	+3%	+$35.2K	0.73%	42
2024 Q4	$1.12M	Buy	+5,704	New	+$1.14M	0.75%	39

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

Barnes Wealth Management Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.4% in Q2 2026, buying an estimated $30.1K and bringing the position to 3,952 shares worth $935K. The position accounts for 0.43% of the portfolio, ranked #61.

Barnes Wealth Management Group first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q3 2025. 1,162 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Barnes Wealth Management Group held 3,952 shares of Vanguard Dividend Appreciation ETF worth $935K as of Q2 2026.
Barnes Wealth Management Group bought 131 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $30.1K.
Vanguard Dividend Appreciation ETF made up 0.43% of Barnes Wealth Management Group's portfolio in Q2 2026, its #61 holding.
Barnes Wealth Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
Barnes Wealth Management Group's Vanguard Dividend Appreciation ETF position peaked at $1.19M in Q3 2025.
1,162 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.