Bridgewealth Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bridgewealth Advisory Group’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	$1.94M	Sell	8,200 -339	-4%	-$77.8K	0.37%	40
2026 Q1	$1.84M	Buy	8,539 +11	+0.1%	+$2.45K	0.38%	37
2025 Q4	$1.87M	Sell	8,528 -349	-4%	-$76.3K	0.41%	40
2025 Q3	$1.92M	Sell	8,877 -237	-3%	-$49.8K	0.44%	38
2025 Q2	$1.87M	Buy	9,114 +1,665	+22%	+$323K	0.47%	36
2025 Q1	$1.44M	Sell	7,449 -2,183	-23%	-$434K	1.9%	17
2024 Q4	$1.97M	Sell	9,632 -131	-1%	-$26.2K	0.56%	33
2024 Q3	$1.93M	Buy	9,763 +1,617	+20%	+$308K	0.7%	31
2024 Q2	$1.49M	Sell	8,146 -435	-5%	-$78.3K	0.66%	30
2024 Q1	$1.57M	Sell	8,581 -1,473	-15%	-$259K	0.77%	30
2023 Q4	$1.71M	Buy	10,054 +145	+1%	+$23.3K	1.31%	19
2023 Q3	$1.54M	Buy	9,909 +2,225	+29%	+$361K	1.89%	11
2023 Q2	$1.25M	Buy	7,684 +249	+3%	+$39K	2.03%	11
2023 Q1	$1.15M	Sell	7,435 -446	-6%	-$68.3K	2.11%	12
2022 Q4	$1.2M	Buy	+7,881	New	+$1.17M	2.35%	10

Other funds holding VIG

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

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 $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Bridgewealth Advisory Group's VIG Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4% in Q2 2026, selling an estimated $77.8K and leaving 8,200 shares worth $1.94M. The position accounts for 0.37% of the portfolio, ranked #40.

Bridgewealth Advisory Group first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.97M in Q4 2024. 1,073 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Bridgewealth Advisory Group held 8,200 shares of Vanguard Dividend Appreciation ETF worth $1.94M as of Q2 2026.
Bridgewealth Advisory Group sold 339 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $77.8K.
Vanguard Dividend Appreciation ETF made up 0.37% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #40 holding.
Bridgewealth Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
Bridgewealth Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $1.97M in Q4 2024.
1,073 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.