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Bennett Selby Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bennett Selby Investments’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 		$236K Buy
+997
New +$229K 0.08% 76
2023
Q1 		– Sell
-1,802
Closed -$274K – 58
2022
Q4 		$274K Sell
1,802
-208
-10% -$31K 0.21% 46
2022
Q3 		$272K Sell
2,010
-192
-9% -$28.6K 0.22% 45
2022
Q2 		$316K Sell
2,202
-939
-30% -$143K 0.24% 45
2022
Q1 		$509K Buy
+3,141
New +$507K 0.31% 44

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Bennett Selby Investments's VIG Position: Q2 2026 in Review

Bennett Selby Investments opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 997 shares worth $236K. The stake represents 0.08% of the portfolio and ranks #76 among its holdings. This is a return to the name: Bennett Selby Investments previously reported a position in VIG as recently as Q4 2022.

Bennett Selby Investments first reported a position in VIG in Q1 2022 and has held it in 5 quarters since. The position peaked at $509K in Q1 2022. 1,552 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Bennett Selby Investments held 997 shares of Vanguard Dividend Appreciation ETF worth $236K as of Q2 2026.
  • Vanguard Dividend Appreciation ETF was a new Bennett Selby Investments position in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.08% of Bennett Selby Investments's portfolio in Q2 2026, its #76 holding.
  • Bennett Selby Investments first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 5 quarters since.
  • Bennett Selby Investments's Vanguard Dividend Appreciation ETF position peaked at $509K in Q1 2022.
  • 1,552 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Bennett Selby Investments's 13F filing for Q2 2026, filed 24 Jul 2026.