Basepoint Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Basepoint Wealth’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	$126K	Buy	532 +222	+72%	+$51K	0.07%	142
2026 Q1	$66.6K	Buy	310 +2	+0.6%	+$446	0.04%	184
2025 Q4	$67.8K	Buy	+308	New	+$67.3K	0.04%	174

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

Basepoint Wealth's VIG Position: Q2 2026 in Review

Basepoint Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 72% in Q2 2026, buying an estimated $51K and bringing the position to 532 shares worth $126K. The position accounts for 0.07% of the portfolio, ranked #142.

Basepoint Wealth first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 2,594 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Basepoint Wealth held 532 shares of Vanguard Dividend Appreciation ETF worth $126K as of Q2 2026.
Basepoint Wealth bought 222 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $51K.
Vanguard Dividend Appreciation ETF made up 0.07% of Basepoint Wealth's portfolio in Q2 2026, its #142 holding.
Basepoint Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
2,594 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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