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Brady Martz Wealth Solutions’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Brady Martz Wealth Solutions’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 		$5.29M Buy
22,353
+188
+0.8% +$43.2K 0.8% 29
2026
Q1 		$4.77M Buy
22,165
+68
+0.3% +$15.2K 0.81% 30
2025
Q4 		$4.86M Sell
22,097
-2,735
-11% -$598K 0.86% 29
2025
Q3 		$5.36M Sell
24,832
-126
-0.5% -$26.5K 0.97% 30
2025
Q2 		$5.11M Buy
24,958
+344
+1% +$66.7K 0.99% 30
2025
Q1 		$4.77M Buy
24,614
+509
+2% +$101K 1.08% 26
2024
Q4 		$4.7M Buy
+24,105
New +$4.81M 1.13% 20

Other funds holding VIG

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Brady Martz Wealth Solutions's VIG Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.85% in Q2 2026, buying an estimated $43.2K and bringing the position to 22,353 shares worth $5.29M. The position accounts for 0.8% of the portfolio, ranked #29.

Brady Martz Wealth Solutions first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.36M in Q3 2025. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Brady Martz Wealth Solutions held 22,353 shares of Vanguard Dividend Appreciation ETF worth $5.29M as of Q2 2026.
  • Brady Martz Wealth Solutions bought 188 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $43.2K.
  • Vanguard Dividend Appreciation ETF made up 0.8% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #29 holding.
  • Brady Martz Wealth Solutions first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
  • Brady Martz Wealth Solutions's Vanguard Dividend Appreciation ETF position peaked at $5.36M in Q3 2025.
  • 984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.