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

Brown Miller 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	$814K	Buy	3,440 +87	+3%	+$20K	0.21%	85
2026 Q1	$721K	Sell	3,353 -505	-13%	-$113K	0.2%	84
2025 Q4	$848K	Sell	3,858 -824	-18%	-$180K	0.23%	73
2025 Q3	$1.01M	Sell	4,682 -385	-8%	-$80.8K	0.29%	67
2025 Q2	$1.04M	Buy	5,067 +59	+1%	+$11.4K	0.32%	64
2025 Q1	$971K	Sell	5,008 -817	-14%	-$162K	0.34%	61
2024 Q4	$1.14M	Buy	5,825 +718	+14%	+$143K	0.44%	54
2024 Q3	$1.01M	Sell	5,107 -74	-1%	-$14.1K	0.39%	54
2024 Q2	$946K	Buy	5,181 +175	+3%	+$31.5K	0.39%	55
2024 Q1	$914K	Buy	5,006 +859	+21%	+$151K	0.4%	55
2023 Q4	$707K	Buy	4,147 +10	+0.2%	+$1.61K	0.35%	60
2023 Q3	$643K	Buy	4,137 +36	+0.9%	+$5.84K	0.36%	60
2023 Q2	$666K	Sell	4,101 -481	-10%	-$75.3K	0.36%	57
2023 Q1	$706K	Sell	4,582 -4,553	-50%	-$697K	0.42%	56
2022 Q4	$1.39M	Buy	9,135 +4,805	+111%	+$716K	0.88%	39
2022 Q3	$585K	Sell	4,330 -72	-2%	-$10.7K	0.41%	58
2022 Q2	$631K	Sell	4,402 -1	-0%	-$152	0.43%	56
2022 Q1	$714K	Buy	4,403 +1	+0%	+$161	0.41%	58
2021 Q4	$756K	Hold	4,402	–	–	0.43%	57
2021 Q3	$676K	Buy	4,402 +307	+7%	+$48.9K	0.42%	57
2021 Q2	$633K	Buy	4,095 +197	+5%	+$30.2K	0.4%	57
2021 Q1	$573K	Sell	3,898 -345	-8%	-$49.1K	0.41%	59
2020 Q4	$599K	Buy	+4,243	New	+$575K	0.45%	55

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

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

Brown Miller Wealth Management's VIG Position: Q2 2026 in Review

Brown Miller Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.6% in Q2 2026, buying an estimated $20K and bringing the position to 3,440 shares worth $814K. The position accounts for 0.21% of the portfolio, ranked #85.

Brown Miller Wealth Management first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.39M in Q4 2022. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Brown Miller Wealth Management held 3,440 shares of Vanguard Dividend Appreciation ETF worth $814K as of Q2 2026.
Brown Miller Wealth Management bought 87 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $20K.
Vanguard Dividend Appreciation ETF made up 0.21% of Brown Miller Wealth Management's portfolio in Q2 2026, its #85 holding.
Brown Miller Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
Brown Miller Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.39M in Q4 2022.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.