Cassady Wealth & Retirement Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cassady Wealth & Retirement Planning’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	$357K	Sell	1,507 -200	-12%	-$45.9K	0.17%	80
2026 Q1	$390K	Hold	1,707	–	–	0.2%	76
2025 Q4	$375K	Buy	+1,707	New	+$373K	0.24%	72

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

Cassady Wealth & Retirement Planning's VIG Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 12% in Q2 2026, selling an estimated $45.9K and leaving 1,507 shares worth $357K. The position accounts for 0.17% of the portfolio, ranked #80.

Cassady Wealth & Retirement Planning first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $390K in Q1 2026. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Cassady Wealth & Retirement Planning held 1,507 shares of Vanguard Dividend Appreciation ETF worth $357K as of Q2 2026.
Cassady Wealth & Retirement Planning sold 200 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $45.9K.
Vanguard Dividend Appreciation ETF made up 0.17% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #80 holding.
Cassady Wealth & Retirement Planning first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
Cassady Wealth & Retirement Planning's Vanguard Dividend Appreciation ETF position peaked at $390K in Q1 2026.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.