Bedel Financial Consulting’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $661K | Hold |
2,795
| – | – | 0.06% | 150 |
|
|
2026
Q1 | $601K | Buy |
2,795
+92
| +3% | +$20.5K | 0.07% | 149 |
|
|
2025
Q4 | $594K | Sell |
2,703
-365
| -12% | -$79.7K | 0.06% | 146 |
|
|
2025
Q3 | $662K | Hold |
3,068
| – | – | 0.08% | 132 |
|
|
2025
Q2 | $628K | Hold |
3,068
| – | – | 0.09% | 131 |
|
|
2025
Q1 | $585K | Buy |
3,068
+367
| +14% | +$73K | 0.08% | 130 |
|
|
2024
Q4 | $551K | Buy |
2,701
+419
| +18% | +$83.7K | 0.08% | 139 |
|
|
2024
Q3 | $452K | Sell |
2,282
-41
| -2% | -$7.81K | 0.06% | 153 |
|
|
2024
Q2 | $424K | Buy |
2,323
+20
| +0.9% | +$3.6K | 0.06% | 151 |
|
|
2024
Q1 | $421K | Hold |
2,303
| – | – | 0.07% | 153 |
|
|
2023
Q4 | $392K | Buy |
2,303
+1
| +0% | +$161 | 0.07% | 155 |
|
|
2023
Q3 | $358K | Hold |
2,302
| – | – | 0.07% | 155 |
|
|
2023
Q2 | $374K | Hold |
2,302
| – | – | 0.08% | 152 |
|
|
2023
Q1 | $355K | Buy |
2,302
+69
| +3% | +$10.6K | 0.09% | 149 |
|
|
2022
Q4 | $339K | Buy |
2,233
+22
| +1% | +$3.28K | 0.08% | 150 |
|
|
2022
Q3 | $327K | Buy |
2,211
+40
| +2% | +$5.95K | 0.09% | 150 |
|
|
2022
Q2 | $311K | Hold |
2,171
| – | – | 0.09% | 147 |
|
|
2022
Q1 | $352K | Sell |
2,171
-14
| -0.6% | -$2.26K | 0.11% | 127 |
|
|
2021
Q4 | $375K | Sell |
2,185
-120
| -5% | -$19.8K | 0.12% | 126 |
|
|
2021
Q3 | $354K | Buy |
2,305
+134
| +6% | +$21.4K | 0.12% | 127 |
|
|
2021
Q2 | $336K | Buy |
2,171
+1,080
| +99% | +$166K | 0.12% | 128 |
|
|
2021
Q1 | $160K | Sell |
1,091
-111
| -9% | -$15.8K | 0.06% | 197 |
|
|
2020
Q4 | $170K | Buy |
1,202
+178
| +17% | +$24.1K | 0.08% | 166 |
|
|
2020
Q3 | $132K | Hold |
1,024
| – | – | 0.07% | 174 |
|
|
2020
Q2 | $120K | Hold |
1,024
| – | – | 0.06% | 175 |
|
|
2020
Q1 | $106K | Hold |
1,024
| – | – | 0.07% | 172 |
|
|
2019
Q4 | $128K | Hold |
1,024
| – | – | 0.07% | 184 |
|
|
2019
Q3 | $122K | Hold |
1,024
| – | – | 0.07% | 182 |
|
|
2019
Q2 | $118K | Hold |
1,024
| – | – | 0.07% | 184 |
|
|
2019
Q1 | $112K | Sell |
1,024
-37
| -3% | -$3.9K | 0.07% | 181 |
|
|
2018
Q4 | $104K | Sell |
1,061
-790
| -43% | -$82.4K | 0.07% | 176 |
|
|
2018
Q3 | $197K | Sell |
1,851
-1,080
| -37% | -$116K | 0.13% | 134 |
|
|
2018
Q2 | $298K | Sell |
2,931
-115
| -4% | -$11.7K | 0.22% | 100 |
|
|
2018
Q1 | $308K | Buy |
3,046
+790
| +35% | +$81.9K | 0.23% | 91 |
|
|
2017
Q4 | $230K | Buy |
+2,256
| New | +$222K | 0.21% | 117 |
|
Other funds holding VIG
HWM
Bedel Financial Consulting's VIG Position: Q2 2026 in Review
Bedel Financial Consulting held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,795 shares worth $661K. The position accounts for 0.06% of the portfolio, ranked #150.
Bedel Financial Consulting first reported a position in VIG in Q4 2017 and has held it in 35 quarters since. The position peaked at $662K in Q3 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Bedel Financial Consulting held 2,795 shares of Vanguard Dividend Appreciation ETF worth $661K as of Q2 2026.
- Bedel Financial Consulting left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
- Vanguard Dividend Appreciation ETF made up 0.06% of Bedel Financial Consulting's portfolio in Q2 2026, its #150 holding.
- Bedel Financial Consulting first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 35 quarters since.
- Bedel Financial Consulting's Vanguard Dividend Appreciation ETF position peaked at $662K in Q3 2025.
- 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.