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

Copia 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	$224K	Sell	947 -12	-1%	-$2.75K	0.13%	104
2026 Q1	$206K	Hold	959	–	–	0.14%	105
2025 Q4	$211K	Hold	959	–	–	0.15%	97
2025 Q3	$207K	Hold	959	–	–	0.15%	92
2025 Q2	$196K	Hold	959	–	–	0.17%	92
2025 Q1	$186K	Hold	959	–	–	0.17%	91
2024 Q4	$188K	Buy	+959	New	+$191K	0.18%	85

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

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

Copia Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q2 2026, selling an estimated $2.75K and leaving 947 shares worth $224K. The position accounts for 0.13% of the portfolio, ranked #104.

Copia Wealth Management first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Copia Wealth Management held 947 shares of Vanguard Dividend Appreciation ETF worth $224K as of Q2 2026.
Copia Wealth Management sold 12 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.75K.
Vanguard Dividend Appreciation ETF made up 0.13% of Copia Wealth Management's portfolio in Q2 2026, its #104 holding.
Copia Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.