BWM
VIG icon

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

Base 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 		$6.24M Buy
26,363
+2,141
+9% +$492K 2.9% 14
2026
Q1 		$5.21M Buy
24,222
+8,594
+55% +$1.92M 2.91% 13
2025
Q4 		$3.43M Buy
15,628
+634
+4% +$139K 1.85% 16
2025
Q3 		$3.24M Buy
14,994
+908
+6% +$191K 1.84% 17
2025
Q2 		$2.88M Sell
14,086
-2,261
-14% -$438K 1.85% 17
2025
Q1 		$3.17M Buy
+16,347
New +$3.25M 2.42% 12

Other funds holding VIG

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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Base Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 8.8% in Q2 2026, buying an estimated $492K and bringing the position to 26,363 shares worth $6.24M. The position accounts for 2.9% of the portfolio, ranked #14.

Base Wealth Management first reported a position in VIG in Q1 2025 and has held it in 6 quarters since. 2,209 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Base Wealth Management held 26,363 shares of Vanguard Dividend Appreciation ETF worth $6.24M as of Q2 2026.
  • Base Wealth Management bought 2,141 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $492K.
  • Vanguard Dividend Appreciation ETF made up 2.9% of Base Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Base Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 6 quarters since.
  • 2,209 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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