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

Denver 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 		$384K Sell
1,624
-426
-21% -$97.8K 0.11% 72
2026
Q1 		$441K Sell
2,050
-6
-0.3% -$1.34K 0.15% 65
2025
Q4 		$452K Sell
2,056
-437
-18% -$95.5K 0.16% 61
2025
Q3 		$538K Buy
2,493
+11
+0.4% +$2.31K 0.2% 56
2025
Q2 		$508K Hold
2,482
– – 0.21% 54
2025
Q1 		$481K Buy
2,482
+9
+0.4% +$1.79K 0.22% 55
2024
Q4 		$484K Buy
2,473
+33
+1% +$6.59K 0.22% 49
2024
Q3 		$483K Buy
2,440
+8
+0.3% +$1.52K 0.22% 51
2024
Q2 		$444K Hold
2,432
– – 0.22% 52
2024
Q1 		$444K Sell
2,432
-199
-8% -$35K 0.23% 50
2023
Q4 		$448K Buy
2,631
+20
+0.8% +$3.22K 0.25% 45
2023
Q3 		$406K Buy
2,611
+9
+0.3% +$1.46K 0.26% 47
2023
Q2 		$423K Hold
2,602
– – 0.29% 46
2023
Q1 		$401K Buy
2,602
+890
+52% +$136K 0.28% 54
2022
Q4 		$260K Buy
1,712
+205
+14% +$30.6K 0.19% 59
2022
Q3 		$204K Buy
1,507
+7
+0.5% +$1.04K 0.19% 51
2022
Q2 		$215K Buy
+1,500
New +$228K 0.22% 46
2021
Q4 		$258K Buy
+1,500
New +$247K 0.25% 35
2021
Q1 		$243K Buy
+1,500
New +$213K 0.26% 41

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Denver Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 21% in Q2 2026, selling an estimated $97.8K and leaving 1,624 shares worth $384K. The position accounts for 0.11% of the portfolio, ranked #72.

Denver Wealth Management first reported a position in VIG in Q1 2021 and has held it in 19 quarters since. The position peaked at $538K in Q3 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Denver Wealth Management held 1,624 shares of Vanguard Dividend Appreciation ETF worth $384K as of Q2 2026.
  • Denver Wealth Management sold 426 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $97.8K.
  • Vanguard Dividend Appreciation ETF made up 0.11% of Denver Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Denver Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 19 quarters since.
  • Denver Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $538K in Q3 2025.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.