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

Bernicke 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 		$266K Buy
1,125
+157
+16% +$36K 0.03% 92
2026
Q1 		$208K Hold
968
– – 0.03% 101
2025
Q4 		$213K Buy
+968
New +$211K 0.03% 96

Other funds holding VIG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Bernicke Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 16% in Q2 2026, buying an estimated $36K and bringing the position to 1,125 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #92.

Bernicke Wealth Management first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 2,337 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Bernicke Wealth Management held 1,125 shares of Vanguard Dividend Appreciation ETF worth $266K as of Q2 2026.
  • Bernicke Wealth Management bought 157 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $36K.
  • Vanguard Dividend Appreciation ETF made up 0.03% of Bernicke Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Bernicke Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,337 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.