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

Birchcreek 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 		$1.76M Sell
7,429
-125
-2% -$28.7K 0.68% 27
2026
Q1 		$1.62M Buy
7,554
+75
+1% +$16.7K 0.78% 22
2025
Q4 		$1.64M Hold
7,479
– – 0.81% 22
2025
Q3 		$1.61M Sell
7,479
-23
-0.3% -$4.83K 0.83% 21
2025
Q2 		$1.54M Hold
7,502
– – 0.87% 21
2025
Q1 		$1.46M Buy
7,502
+474
+7% +$94.3K 0.92% 20
2024
Q4 		$1.38M Buy
7,028
+50
+0.7% +$9.98K 0.86% 22
2024
Q3 		$1.38M Sell
6,978
-877
-11% -$167K 0.91% 22
2024
Q2 		$1.43M Sell
7,855
-896
-10% -$161K 0.81% 26
2024
Q1 		$1.6M Buy
8,751
+100
+1% +$17.6K 0.84% 29
2023
Q4 		$1.47M Hold
8,651
– – 0.88% 29
2023
Q3 		$1.34M Hold
8,651
– – 0.91% 28
2023
Q2 		$1.41M Sell
8,651
-76
-0.9% -$11.9K 0.98% 28
2023
Q1 		$1.34M Sell
8,727
-291
-3% -$44.6K 1.06% 25
2022
Q4 		$1.37M Sell
9,018
-239
-3% -$35.6K 1.22% 22
2022
Q3 		$1.25M Buy
9,257
+409
+5% +$60.9K 1.16% 25
2022
Q2 		$1.27M Buy
8,848
+2,662
+43% +$405K 1.14% 25
2022
Q1 		$1M Sell
6,186
-386
-6% -$62.3K 0.89% 29
2021
Q4 		$1.13M Sell
6,572
-165
-2% -$27.2K 0.98% 27
2021
Q3 		$1.03M Buy
6,737
+25
+0.4% +$3.98K 0.97% 26
2021
Q2 		$1.04M Sell
6,712
-8
-0.1% -$1.23K 1% 25
2021
Q1 		$988K Sell
6,720
-1,194
-15% -$170K 1.05% 26
2020
Q4 		$1.12M Buy
+7,914
New +$1.07M 1.1% 25

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Birchcreek Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.7% in Q2 2026, selling an estimated $28.7K and leaving 7,429 shares worth $1.76M. The position accounts for 0.68% of the portfolio, ranked #27.

Birchcreek Wealth Management first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. 2,592 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Birchcreek Wealth Management held 7,429 shares of Vanguard Dividend Appreciation ETF worth $1.76M as of Q2 2026.
  • Birchcreek Wealth Management sold 125 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $28.7K.
  • Vanguard Dividend Appreciation ETF made up 0.68% of Birchcreek Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Birchcreek Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,592 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.