Bruce G. Allen Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bruce G. Allen Investments’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	$161K	Sell	681 -746	-52%	-$171K	0.1%	94
2026 Q1	$307K	Buy	1,427 +3	+0.2%	+$669	0.2%	53
2025 Q4	$313K	Buy	1,424 +5	+0.4%	+$1.09K	0.21%	54
2025 Q3	$306K	Buy	1,419 +4	+0.3%	+$840	0.22%	54
2025 Q2	$290K	Hold	1,415	–	–	0.22%	54
2025 Q1	$275K	Sell	1,415 -10	-0.7%	-$1.99K	0.22%	55
2024 Q4	$279K	Buy	1,425 +53	+4%	+$10.6K	0.23%	57
2024 Q3	$272K	Buy	1,372 +4	+0.3%	+$762	0.21%	61
2024 Q2	$250K	Hold	1,368	–	–	0.21%	61
2024 Q1	$250K	Buy	1,368 +3	+0.2%	+$527	0.21%	64
2023 Q4	$233K	Buy	+1,365	New	+$220K	0.21%	62

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

Bruce G. Allen Investments's VIG Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 52% in Q2 2026, selling an estimated $171K and leaving 681 shares worth $161K. The position accounts for 0.1% of the portfolio, ranked #94.

Bruce G. Allen Investments first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $313K in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Bruce G. Allen Investments held 681 shares of Vanguard Dividend Appreciation ETF worth $161K as of Q2 2026.
Bruce G. Allen Investments sold 746 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $171K.
Vanguard Dividend Appreciation ETF made up 0.1% of Bruce G. Allen Investments's portfolio in Q2 2026, its #94 holding.
Bruce G. Allen Investments first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Vanguard Dividend Appreciation ETF position peaked at $313K in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.