Chris Bulman’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Chris Bulman’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	$5.52M	Sell	23,326 -3,187	-12%	-$732K	2.02%	12
2026 Q1	$5.7M	Sell	26,513 -1,345	-5%	-$300K	2.5%	8
2025 Q4	$6.12M	Buy	27,858 +2,007	+8%	+$439K	2.71%	8
2025 Q3	$5.58M	Sell	25,851 -3,394	-12%	-$713K	2.79%	9
2025 Q2	$5.99M	Sell	29,245 -942	-3%	-$183K	3.41%	6
2025 Q1	$5.86M	Sell	30,187 -1,325	-4%	-$263K	3.7%	5
2024 Q4	$6.17M	Sell	31,512 -4,979	-14%	-$994K	3.94%	6
2024 Q3	$7.23M	Sell	36,491 -2,082	-5%	-$396K	4.92%	4
2024 Q2	$7.04M	Buy	+38,573	New	+$6.94M	4.82%	4

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

Chris Bulman's VIG Position: Q2 2026 in Review

Chris Bulman reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 12% in Q2 2026, selling an estimated $732K and leaving 23,326 shares worth $5.52M. The position accounts for 2.02% of the portfolio, ranked #12.

Chris Bulman first reported a position in VIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.23M in Q3 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Chris Bulman held 23,326 shares of Vanguard Dividend Appreciation ETF worth $5.52M as of Q2 2026.
Chris Bulman sold 3,187 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $732K.
Vanguard Dividend Appreciation ETF made up 2.02% of Chris Bulman's portfolio in Q2 2026, its #12 holding.
Chris Bulman first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 9 quarters since.
Chris Bulman's Vanguard Dividend Appreciation ETF position peaked at $7.23M in Q3 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.