Blake Schutter Theil Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$1.16M	Buy	4,881 +2	+0%	+$459	0.78%	26
2026 Q1	$1.05M	Buy	4,879 +3	+0.1%	+$669	0.86%	27
2025 Q4	$1.07M	Buy	4,876 +5	+0.1%	+$1.09K	0.88%	23
2025 Q3	$1.05M	Buy	4,871 +3	+0.1%	+$630	1.04%	22
2025 Q2	$996K	Hold	4,868	–	–	1.13%	20
2025 Q1	$944K	Sell	4,868 -2	-0%	-$398	1.07%	18
2024 Q4	$954K	Buy	4,870 +72	+2%	+$14.4K	1.01%	19
2024 Q3	$950K	Buy	+4,798	New	+$914K	0.68%	39

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's VIG Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.04% in Q2 2026, buying an estimated $459 and bringing the position to 4,881 shares worth $1.16M. The position accounts for 0.78% of the portfolio, ranked #26.

Blake Schutter Theil Wealth Advisors first reported a position in VIG in Q3 2024 and has held it in 8 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 4,881 shares of Vanguard Dividend Appreciation ETF worth $1.16M as of Q2 2026.
Blake Schutter Theil Wealth Advisors bought 2 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $459.
Vanguard Dividend Appreciation ETF made up 0.78% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 8 quarters since.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.