Cassaday & Co Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cassaday & Co 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	$2.36M	Sell	9,976 -626	-6%	-$144K	0.04%	85
2026 Q1	$2.28M	Buy	10,602 +780	+8%	+$174K	0.05%	80
2025 Q4	$2.16M	Sell	9,822 -596	-6%	-$130K	0.05%	84
2025 Q3	$2.25M	Buy	10,418 +1,248	+14%	+$262K	0.05%	84
2025 Q2	$1.88M	Sell	9,170 -770	-8%	-$149K	0.05%	85
2025 Q1	$1.93M	Buy	9,940 +575	+6%	+$114K	0.05%	77
2024 Q4	$1.83M	Buy	9,365 +311	+3%	+$62.1K	0.05%	77
2024 Q3	$1.79M	Sell	9,054 -438	-5%	-$83.4K	0.05%	75
2024 Q2	$1.73M	Sell	9,492 -60	-0.6%	-$10.8K	0.05%	74
2024 Q1	$1.74M	Buy	9,552 +348	+4%	+$61.1K	0.06%	73
2023 Q4	$1.57M	Buy	9,204 +77	+0.8%	+$12.4K	0.05%	71
2023 Q3	$1.42M	Buy	9,127 +1	+0%	+$162	0.06%	70
2023 Q2	$1.48M	Buy	9,126 +835	+10%	+$131K	0.06%	70
2023 Q1	$1.28M	Sell	8,291 -4,157	-33%	-$637K	0.05%	72
2022 Q4	$1.89M	Buy	+12,448	New	+$1.86M	0.09%	55

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

Cassaday & Co Wealth Management's VIG Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.9% in Q2 2026, selling an estimated $144K and leaving 9,976 shares worth $2.36M. The position accounts for 0.04% of the portfolio, ranked #85.

Cassaday & Co Wealth Management first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Cassaday & Co Wealth Management held 9,976 shares of Vanguard Dividend Appreciation ETF worth $2.36M as of Q2 2026.
Cassaday & Co Wealth Management sold 626 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $144K.
Vanguard Dividend Appreciation ETF made up 0.04% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #85 holding.
Cassaday & Co Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.