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

Benchmark 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
2025 Q2	$6.58M	Buy	32,162 +191	+0.6%	+$37K	2.93%	8
2025 Q1	$6.2M	Sell	31,971 -1,207	-4%	-$240K	3%	10
2024 Q4	$6.5M	Buy	33,178 +15	+0%	+$3K	3.2%	9
2024 Q3	$6.57M	Sell	33,163 -681	-2%	-$130K	3.24%	9
2024 Q2	$6.18M	Hold	33,844	–	–	3.29%	9
2024 Q1	$6.18M	Buy	33,844 +229	+0.7%	+$40.2K	3.37%	8
2023 Q4	$5.73M	Sell	33,615 -560	-2%	-$90.1K	3.39%	7
2023 Q3	$5.31M	Sell	34,175 -7,592	-18%	-$1.23M	3.39%	8
2023 Q2	$6.78M	Sell	41,767 -6,443	-13%	-$1.01M	4.09%	6
2023 Q1	$7.51M	Sell	48,210 -122	-0.3%	-$18.7K	4.79%	5
2022 Q4	$7.34M	Buy	48,332 +2,316	+5%	+$345K	5.28%	4
2022 Q3	$6.22M	Sell	46,016 -160	-0.3%	-$23.8K	4.88%	6
2022 Q2	$6.63M	Buy	46,176 +503	+1%	+$76.6K	4.88%	5
2022 Q1	$7.41M	Buy	45,673 +798	+2%	+$129K	4.98%	6
2021 Q4	$7.71M	Sell	44,875 -878	-2%	-$145K	4.98%	6
2021 Q3	$7.03M	Sell	45,753 -2,596	-5%	-$414K	4.94%	6
2021 Q2	$7.48M	Buy	48,349 +880	+2%	+$135K	5.14%	6
2021 Q1	$6.98M	Sell	47,469 -235	-0.5%	-$33.4K	5.18%	6
2020 Q4	$6.73M	Buy	47,704 +257	+0.5%	+$34.8K	5.11%	5
2020 Q3	$6.11M	Sell	47,447 -2,414	-5%	-$304K	4.82%	5
2020 Q2	$5.84M	Sell	49,861 -1,426	-3%	-$162K	4.98%	5
2020 Q1	$5.3M	Buy	51,287 +192	+0.4%	+$22.9K	5.31%	5
2019 Q4	$6.37M	Buy	+51,095	New	+$6.18M	5.5%	5

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Benchmark Wealth Management's VIG Position: Q2 2025 in Review

Benchmark Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.6% in Q2 2025, buying an estimated $37K and bringing the position to 32,162 shares worth $6.58M. The position accounts for 2.93% of the portfolio, ranked #8.

Benchmark Wealth Management first reported a position in VIG in Q4 2019 and has held it in 23 quarters since. The position peaked at $7.71M in Q4 2021. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Benchmark Wealth Management held 32,162 shares of Vanguard Dividend Appreciation ETF worth $6.58M as of Q2 2025.
Benchmark Wealth Management bought 191 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $37K.
Vanguard Dividend Appreciation ETF made up 2.93% of Benchmark Wealth Management's portfolio in Q2 2025, its #8 holding.
Benchmark Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 23 quarters since.
Benchmark Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $7.71M in Q4 2021.
2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.