Bulwark Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bulwark Capital’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	$1.53M	Sell	6,485 -5,392	-45%	-$1.24M	0.86%	25
2026 Q1	$2.55M	Sell	11,877 -335	-3%	-$74.7K	1.57%	18
2025 Q4	$2.68M	Sell	12,212 -406	-3%	-$88.7K	1.91%	15
2025 Q3	$2.72M	Sell	12,618 -9	-0.1%	-$1.89K	2.12%	15
2025 Q2	$2.58M	Buy	+12,627	New	+$2.45M	2.18%	16

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

Bulwark Capital's VIG Position: Q2 2026 in Review

Bulwark Capital reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 45% in Q2 2026, selling an estimated $1.24M and leaving 6,485 shares worth $1.53M. The position accounts for 0.86% of the portfolio, ranked #25.

Bulwark Capital first reported a position in VIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.72M in Q3 2025. 1,473 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Bulwark Capital held 6,485 shares of Vanguard Dividend Appreciation ETF worth $1.53M as of Q2 2026.
Bulwark Capital sold 5,392 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.24M.
Vanguard Dividend Appreciation ETF made up 0.86% of Bulwark Capital's portfolio in Q2 2026, its #25 holding.
Bulwark Capital first reported a position in Vanguard Dividend Appreciation ETF in Q2 2025 and has held it in 5 quarters since.
Bulwark Capital's Vanguard Dividend Appreciation ETF position peaked at $2.72M in Q3 2025.
1,473 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.