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

Bullock 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	$81.1K	Sell	343 -462	-57%	-$106K	0.04%	236
2026 Q1	$174K	Buy	805 +568	+240%	+$127K	0.09%	175
2025 Q4	$52.1K	Buy	237 +1	+0.4%	+$218	0.03%	262
2025 Q3	$51.2K	Buy	236 +2	+0.9%	+$420	0.03%	259
2025 Q2	$48.2K	Hold	234	–	–	0.03%	245
2025 Q1	$45.3K	Sell	234 -11	-4%	-$2.19K	0.03%	255
2024 Q4	$48K	Buy	245 +1	+0.4%	+$200	0.03%	260
2024 Q3	$48K	Buy	244 +2	+0.8%	+$381	0.03%	247
2024 Q2	$44K	Sell	242 -89	-27%	-$16K	0.03%	243
2024 Q1	$60K	Buy	+331	New	+$58.1K	0.04%	230

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

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

Bullock Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 57% in Q2 2026, selling an estimated $106K and leaving 343 shares worth $81.1K. The position accounts for 0.04% of the portfolio, ranked #236.

Bullock Wealth Management first reported a position in VIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $174K in Q1 2026. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Bullock Wealth Management held 343 shares of Vanguard Dividend Appreciation ETF worth $81.1K as of Q2 2026.
Bullock Wealth Management sold 462 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $106K.
Vanguard Dividend Appreciation ETF made up 0.04% of Bullock Wealth Management's portfolio in Q2 2026, its #236 holding.
Bullock Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $174K in Q1 2026.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.