BetterWealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

BetterWealth’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	$342K	Hold	1,445	–	–	0.06%	61
2026 Q1	$311K	Buy	+1,445	New	+$322K	0.06%	58
2025 Q3	–	Sell	-1,148	Closed	-$235K	–	72
2025 Q2	$235K	Hold	1,148	–	–	0.06%	57
2025 Q1	$223K	Hold	1,148	–	–	0.06%	59
2024 Q4	$225K	Hold	1,148	–	–	0.06%	65
2024 Q3	$227K	Buy	1,148 +15	+1%	+$2.86K	0.07%	58
2024 Q2	$207K	Hold	1,133	–	–	0.07%	60
2024 Q1	$207K	Buy	+1,133	New	+$199K	0.07%	60
2022 Q2	–	Sell	-1,325	Closed	-$215K	–	48
2022 Q1	$215K	Buy	1,325 +1	+0.1%	+$161	0.29%	31
2021 Q4	$227K	Buy	+1,324	New	+$218K	0.16%	34

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

BetterWealth's VIG Position: Q2 2026 in Review

BetterWealth held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,445 shares worth $342K. The position accounts for 0.06% of the portfolio, ranked #61.

BetterWealth first reported a position in VIG in Q4 2021 and has held it in 10 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

BetterWealth held 1,445 shares of Vanguard Dividend Appreciation ETF worth $342K as of Q2 2026.
BetterWealth left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.06% of BetterWealth's portfolio in Q2 2026, its #61 holding.
BetterWealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 10 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.