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

BNC 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	$1.85M	Buy	7,827 +24	+0.3%	+$5.51K	0.45%	52
2026 Q1	$1.68M	Sell	7,803 -371	-5%	-$82.7K	0.47%	53
2025 Q4	$1.8M	Sell	8,174 -1,120	-12%	-$245K	0.46%	48
2025 Q3	$2.01M	Buy	9,294 +248	+3%	+$52.1K	0.51%	49
2025 Q2	$1.85M	Buy	9,046 +1,485	+20%	+$288K	0.55%	47
2025 Q1	$1.47M	Sell	7,561 -157	-2%	-$31.2K	0.53%	48
2024 Q4	$1.51M	Sell	7,718 -258	-3%	-$51.5K	0.5%	46
2024 Q3	$1.58M	Sell	7,976 -4	-0.1%	-$762	0.58%	45
2024 Q2	$1.46M	Sell	7,980 -60	-0.7%	-$10.8K	0.54%	44
2024 Q1	$1.47M	Hold	8,040	–	–	0.63%	43
2023 Q4	$1.37M	Sell	8,040 -9	-0.1%	-$1.45K	0.65%	44
2023 Q3	$1.25M	Buy	8,049 +240	+3%	+$38.9K	0.67%	46
2023 Q2	$1.27M	Sell	7,809 -1,475	-16%	-$231K	0.67%	47
2023 Q1	$1.43M	Hold	9,284	–	–	0.8%	42
2022 Q4	$1.41M	Buy	9,284 +799	+9%	+$119K	0.83%	43
2022 Q3	$1.15M	Buy	8,485 +3,416	+67%	+$508K	0.69%	46
2022 Q2	$727K	Buy	5,069 +187	+4%	+$28.5K	0.38%	71
2022 Q1	$792K	Sell	4,882 -3	-0.1%	-$484	0.39%	60
2021 Q4	$839K	Buy	4,885 +388	+9%	+$64K	0.4%	61
2021 Q3	$691K	Sell	4,497 -1	-0%	-$159	0.41%	56
2021 Q2	$696K	Sell	4,498 -12	-0.3%	-$1.84K	0.42%	53
2021 Q1	$663K	Sell	4,510 -32,777	-88%	-$4.66M	0.47%	53
2020 Q4	$5.26M	Buy	37,287 +2,402	+7%	+$326K	3.33%	7
2020 Q3	$4.49M	Buy	+34,885	New	+$4.39M	3.16%	7

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

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

BNC Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.31% in Q2 2026, buying an estimated $5.51K and bringing the position to 7,827 shares worth $1.85M. The position accounts for 0.45% of the portfolio, ranked #52.

BNC Wealth Management first reported a position in VIG in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.26M in Q4 2020. 2,590 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

BNC Wealth Management held 7,827 shares of Vanguard Dividend Appreciation ETF worth $1.85M as of Q2 2026.
BNC Wealth Management bought 24 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $5.51K.
Vanguard Dividend Appreciation ETF made up 0.45% of BNC Wealth Management's portfolio in Q2 2026, its #52 holding.
BNC Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and has held it in 24 quarters since.
BNC Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $5.26M in Q4 2020.
2,590 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on BNC Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.