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

BCS 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	$1.33M	Buy	5,634 +2,277	+68%	+$523K	0.24%	87
2026 Q1	$722K	Sell	3,357 -2,949	-47%	-$657K	0.15%	126
2025 Q4	$1.39M	Buy	6,306 +3,153	+100%	+$689K	0.14%	123
2025 Q3	$680K	Hold	3,153	–	–	0.15%	120
2025 Q2	$645K	Buy	3,153 +400	+15%	+$77.5K	0.14%	136
2025 Q1	$534K	Sell	2,753 -134	-5%	-$26.6K	0.14%	142
2024 Q4	$565K	Buy	+2,887	New	+$576K	0.14%	134
2024 Q2	–	Sell	-2,781	Closed	-$508K	–	226
2024 Q1	$508K	Buy	2,781 +18	+0.7%	+$3.16K	0.16%	132
2023 Q4	$471K	Buy	2,763 +61	+2%	+$9.81K	0.17%	123
2023 Q3	$420K	Buy	+2,702	New	+$438K	0.17%	121
2023 Q2	–	Sell	-3,602	Closed	-$555K	–	169
2023 Q1	$555K	Hold	3,602	–	–	0.25%	77
2022 Q4	$547K	Hold	3,602	–	–	0.23%	100
2022 Q3	$487K	Hold	3,602	–	–	0.23%	100
2022 Q2	$517K	Buy	3,602 +3	+0.1%	+$457	0.23%	94
2022 Q1	$584K	Buy	3,599 +100	+3%	+$16.1K	0.24%	97
2021 Q4	$601K	Hold	3,499	–	–	0.22%	93
2021 Q3	$537K	Hold	3,499	–	–	0.23%	90
2021 Q2	$542K	Buy	3,499 +80	+2%	+$12.3K	0.29%	74
2021 Q1	$503K	Hold	3,419	–	–	0.24%	81
2020 Q4	$483K	Buy	3,419 +90	+3%	+$12.2K	0.25%	77
2020 Q3	$428K	Buy	3,329 +29	+0.9%	+$3.65K	0.24%	78
2020 Q2	$387K	Hold	3,300	–	–	0.23%	82
2020 Q1	$341K	Hold	3,300	–	–	0.24%	79
2019 Q4	$411K	Buy	+3,300	New	+$399K	0.27%	64

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

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

BCS Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 68% in Q2 2026, buying an estimated $523K and bringing the position to 5,634 shares worth $1.33M. The position accounts for 0.24% of the portfolio, ranked #87.

BCS Wealth Management first reported a position in VIG in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.39M in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

BCS Wealth Management held 5,634 shares of Vanguard Dividend Appreciation ETF worth $1.33M as of Q2 2026.
BCS Wealth Management bought 2,277 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $523K.
Vanguard Dividend Appreciation ETF made up 0.24% of BCS Wealth Management's portfolio in Q2 2026, its #87 holding.
BCS Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 24 quarters since.
BCS Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.39M in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.