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

Bernard 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	$3.08K	Hold	13	–	–	﹤0.01%	262
2026 Q1	$2.8K	Hold	13	–	–	﹤0.01%	274
2025 Q4	$2.86K	Hold	13	–	–	﹤0.01%	269
2025 Q3	$2.81K	Hold	13	–	–	﹤0.01%	258
2025 Q2	$2.66K	Hold	13	–	–	﹤0.01%	253
2025 Q1	$2.52K	Hold	13	–	–	﹤0.01%	292
2024 Q4	$2.55K	Buy	+13	New	+$2.6K	﹤0.01%	259

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

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

Bernard Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 13 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Bernard Wealth Management first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Bernard Wealth Management held 13 shares of Vanguard Dividend Appreciation ETF worth $3.08K as of Q2 2026.
Bernard Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #262 holding.
Bernard Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.