CWA Asset Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

CWA Asset Management Group’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	$1.52M	Buy	6,418 +1,713	+36%	+$393K	0.05%	336
2026 Q1	$1.01M	Buy	4,705 +270	+6%	+$60.2K	0.03%	374
2025 Q4	$975K	Buy	4,435 +27	+0.6%	+$5.9K	0.04%	362
2025 Q3	$951K	Buy	4,408 +294	+7%	+$61.7K	0.04%	362
2025 Q2	$842K	Buy	4,114 +1,075	+35%	+$208K	0.04%	358
2025 Q1	$590K	Sell	3,039 -200	-6%	-$39.8K	0.03%	401
2024 Q4	$634K	Buy	3,239 +306	+10%	+$61.1K	0.03%	341
2024 Q3	$581K	Buy	+2,933	New	+$558K	0.03%	333
2024 Q1	$517K	Buy	2,833 +49	+2%	+$8.61K	0.03%	314
2023 Q4	$474K	Buy	2,784 +48	+2%	+$7.72K	0.03%	256
2023 Q3	$425K	Buy	2,736 +73	+3%	+$11.8K	0.03%	240
2023 Q2	$432K	Sell	2,663 -4,172	-61%	-$653K	0.03%	233
2023 Q1	$1.05M	Buy	6,835 +4,241	+163%	+$650K	0.08%	129
2022 Q4	$394K	Sell	2,594 -809	-24%	-$121K	0.03%	219
2022 Q3	$460K	Buy	3,403 +460	+16%	+$68.5K	0.04%	184
2022 Q2	$422K	Buy	2,943 +253	+9%	+$38.5K	0.04%	193
2022 Q1	$436K	Sell	2,690 -9,555	-78%	-$1.54M	0.03%	199
2021 Q4	$2.1M	Buy	12,245 +9,031	+281%	+$1.49M	0.16%	109
2021 Q3	$494K	Buy	3,214 +214	+7%	+$34.1K	0.04%	180
2021 Q2	$467K	Buy	3,000 +200	+7%	+$30.7K	0.04%	185
2021 Q1	$412K	Sell	2,800 -135	-5%	-$19.2K	0.04%	182
2020 Q4	$414K	Sell	2,935 -520	-15%	-$70.5K	0.04%	180
2020 Q3	$445K	Buy	3,455 +1,560	+82%	+$196K	0.06%	147
2020 Q2	$222K	Sell	1,895 -3,768	-67%	-$429K	0.04%	187
2020 Q1	$585K	Sell	5,663 -127	-2%	-$15.2K	0.11%	108
2019 Q4	$722K	Buy	5,790 +95	+2%	+$11.5K	0.12%	110
2019 Q3	$678K	Sell	5,695 -138	-2%	-$16.3K	0.11%	115
2019 Q2	$672K	Buy	5,833 +1,192	+26%	+$134K	0.12%	115
2019 Q1	$509K	Sell	4,641 -1,231	-21%	-$130K	0.1%	122
2018 Q4	$575K	Buy	5,872 +388	+7%	+$40.5K	0.13%	106
2018 Q3	$607K	Buy	5,484 +45	+0.8%	+$4.84K	0.13%	104
2018 Q2	$553K	Buy	5,439 +42	+0.8%	+$4.28K	0.13%	113
2018 Q1	$545K	Hold	5,397	–	–	0.13%	103
2017 Q4	$551K	Buy	5,397 +64	+1%	+$6.3K	0.15%	102
2017 Q3	$506K	Buy	5,333 +294	+6%	+$27.4K	0.15%	98
2017 Q2	$467K	Sell	5,039 -950	-16%	-$87.2K	0.15%	96
2017 Q1	$539K	Hold	5,989	–	–	0.18%	90
2016 Q4	$510K	Hold	5,989	–	–	0.22%	95
2016 Q3	$503K	Sell	5,989 -155	-3%	-$13.1K	0.28%	83
2016 Q2	$511K	Buy	+6,144	New	+$502K	0.31%	86

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

CWA Asset Management Group's VIG Position: Q2 2026 in Review

CWA Asset Management Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 36% in Q2 2026, buying an estimated $393K and bringing the position to 6,418 shares worth $1.52M. The position accounts for 0.05% of the portfolio, ranked #336.

CWA Asset Management Group first reported a position in VIG in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.1M in Q4 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

CWA Asset Management Group held 6,418 shares of Vanguard Dividend Appreciation ETF worth $1.52M as of Q2 2026.
CWA Asset Management Group bought 1,713 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $393K.
Vanguard Dividend Appreciation ETF made up 0.05% of CWA Asset Management Group's portfolio in Q2 2026, its #336 holding.
CWA Asset Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2016 and has held it in 40 quarters since.
CWA Asset Management Group's Vanguard Dividend Appreciation ETF position peaked at $2.1M in Q4 2021.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.