Bernardo Wealth Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bernardo Wealth Planning’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	$363K	Buy	1,533 +2	+0.1%	+$459	0.06%	99
2026 Q1	$329K	Buy	1,531 +2	+0.1%	+$446	0.06%	93
2025 Q4	$336K	Buy	1,529 +3	+0.2%	+$655	0.06%	97
2025 Q3	$329K	Sell	1,526 -428	-22%	-$89.9K	0.06%	96
2025 Q2	$400K	Buy	1,954 +412	+27%	+$79.9K	0.09%	78
2025 Q1	$299K	Buy	1,542 +2	+0.1%	+$398	0.07%	90
2024 Q4	$297K	Buy	1,540 +1	+0.1%	+$200	0.07%	89
2024 Q3	$309K	Buy	1,539 +4	+0.3%	+$762	0.07%	88
2024 Q2	$280K	Buy	1,535 +353	+30%	+$63.5K	0.08%	82
2024 Q1	$216K	Buy	1,182 +2	+0.2%	+$351	0.06%	96
2023 Q4	$201K	Buy	+1,180	New	+$190K	0.06%	85

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

Bernardo Wealth Planning's VIG Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.13% in Q2 2026, buying an estimated $459 and bringing the position to 1,533 shares worth $363K. The position accounts for 0.06% of the portfolio, ranked #99.

Bernardo Wealth Planning first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $400K in Q2 2025. 2,592 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Bernardo Wealth Planning held 1,533 shares of Vanguard Dividend Appreciation ETF worth $363K as of Q2 2026.
Bernardo Wealth Planning bought 2 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $459.
Vanguard Dividend Appreciation ETF made up 0.06% of Bernardo Wealth Planning's portfolio in Q2 2026, its #99 holding.
Bernardo Wealth Planning first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
Bernardo Wealth Planning's Vanguard Dividend Appreciation ETF position peaked at $400K in Q2 2025.
2,592 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.