BCU Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

BCU Wealth Advisors’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	$626K	Sell	2,647 -380	-13%	-$87.3K	0.21%	33
2026 Q1	$651K	Buy	3,027 +7	+0.2%	+$1.56K	0.24%	32
2025 Q4	$664K	Buy	3,020 +17	+0.6%	+$3.71K	0.25%	28
2025 Q3	$648K	Buy	3,003 +8	+0.3%	+$1.68K	0.26%	29
2025 Q2	$613K	Hold	2,995	–	–	0.28%	32
2025 Q1	$581K	Buy	2,995 +10	+0.3%	+$1.99K	0.3%	27
2024 Q4	$585K	Buy	2,985 +17	+0.6%	+$3.39K	0.33%	26
2024 Q3	$588K	Buy	2,968 +9	+0.3%	+$1.71K	0.35%	29
2024 Q2	$540K	Hold	2,959	–	–	0.4%	30
2024 Q1	$540K	Buy	2,959 +9	+0.3%	+$1.58K	0.46%	27
2023 Q4	$503K	Buy	+2,950	New	+$475K	0.55%	27

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

BCU Wealth Advisors's VIG Position: Q2 2026 in Review

BCU Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 13% in Q2 2026, selling an estimated $87.3K and leaving 2,647 shares worth $626K. The position accounts for 0.21% of the portfolio, ranked #33.

BCU Wealth Advisors first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $664K in Q4 2025. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

BCU Wealth Advisors held 2,647 shares of Vanguard Dividend Appreciation ETF worth $626K as of Q2 2026.
BCU Wealth Advisors sold 380 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $87.3K.
Vanguard Dividend Appreciation ETF made up 0.21% of BCU Wealth Advisors's portfolio in Q2 2026, its #33 holding.
BCU Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
BCU Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $664K in Q4 2025.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.