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

Cahaba 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	$494K	Buy	2,089 +46	+2%	+$10.6K	0.03%	103
2026 Q1	$439K	Buy	2,043 +6	+0.3%	+$1.34K	0.03%	106
2025 Q4	$448K	Buy	2,037 +12	+0.6%	+$2.62K	0.03%	100
2025 Q3	$437K	Sell	2,025 -23	-1%	-$4.83K	0.03%	99
2025 Q2	$419K	Sell	2,048 -82	-4%	-$15.9K	0.03%	104
2025 Q1	$413K	Buy	2,130 +7	+0.3%	+$1.39K	0.03%	98
2024 Q4	$416K	Sell	2,123 -187	-8%	-$37.3K	0.03%	98
2024 Q3	$457K	Sell	2,310 -825	-26%	-$157K	0.04%	94
2024 Q2	$572K	Hold	3,135	–	–	0.05%	79
2024 Q1	$572K	Buy	3,135 +1,491	+91%	+$262K	0.05%	79
2023 Q4	$280K	Buy	1,644 +12	+0.7%	+$1.93K	0.03%	113
2023 Q3	$254K	Buy	1,632 +5	+0.3%	+$811	0.03%	119
2023 Q2	$264K	Sell	1,627 -191	-11%	-$29.9K	0.03%	118
2023 Q1	$280K	Buy	1,818 +188	+12%	+$28.8K	0.03%	112
2022 Q4	$248K	Buy	+1,630	New	+$243K	0.03%	124

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

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

Cahaba Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.3% in Q2 2026, buying an estimated $10.6K and bringing the position to 2,089 shares worth $494K. The position accounts for 0.03% of the portfolio, ranked #103.

Cahaba Wealth Management first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $572K in Q1 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Cahaba Wealth Management held 2,089 shares of Vanguard Dividend Appreciation ETF worth $494K as of Q2 2026.
Cahaba Wealth Management bought 46 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $10.6K.
Vanguard Dividend Appreciation ETF made up 0.03% of Cahaba Wealth Management's portfolio in Q2 2026, its #103 holding.
Cahaba Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
Cahaba Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $572K in Q1 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.