Diversified Enterprises’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Diversified Enterprises’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	$170M	Buy	719,567 +29,261	+4%	+$6.72M	8.24%	2
2026 Q1	$148M	Buy	690,306 +25,254	+4%	+$5.63M	8.13%	2
2025 Q4	$146M	Buy	665,052 +24,761	+4%	+$5.41M	8.69%	2
2025 Q3	$138M	Buy	640,291 +638,467	+35,004%	+$134M	9.3%	2
2025 Q2	$373K	Buy	1,824 +200	+12%	+$38.8K	0.03%	199
2025 Q1	$315K	Buy	1,624 +2	+0.1%	+$398	0.03%	220
2024 Q4	$318K	Buy	+1,622	New	+$324K	0.03%	176

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

Diversified Enterprises's VIG Position: Q2 2026 in Review

Diversified Enterprises increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.2% in Q2 2026, buying an estimated $6.72M and bringing the position to 719,567 shares worth $170M. The position accounts for 8.24% of the portfolio, ranked #2.

Diversified Enterprises first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Diversified Enterprises held 719,567 shares of Vanguard Dividend Appreciation ETF worth $170M as of Q2 2026.
Diversified Enterprises bought 29,261 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $6.72M.
Vanguard Dividend Appreciation ETF made up 8.24% of Diversified Enterprises's portfolio in Q2 2026, its #2 holding.
Diversified Enterprises first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.