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

Diversify 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	$4.59M	Sell	19,116 -179	-0.9%	-$41.1K	0.08%	229
2026 Q1	$4.35M	Sell	19,295 -1,745	-8%	-$389K	0.08%	227
2025 Q4	$4.73M	Sell	21,040 -585	-3%	-$128K	0.22%	122
2025 Q3	$4.67M	Sell	21,625 -1,121	-5%	-$235K	0.27%	109
2025 Q2	$4.75M	Sell	22,746 -499	-2%	-$96.7K	0.29%	95
2025 Q1	$4.42M	Sell	23,245 -2,938	-11%	-$584K	0.33%	80
2024 Q4	$5.05M	Buy	26,183 +74	+0.3%	+$14.8K	0.39%	63
2024 Q3	$5.18M	Buy	26,109 +18,349	+236%	+$3.49M	0.5%	44
2024 Q2	$1.41M	Buy	+7,760	New	+$1.4M	0.18%	128

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

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

Diversify Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.93% in Q2 2026, selling an estimated $41.1K and leaving 19,116 shares worth $4.59M. The position accounts for 0.08% of the portfolio, ranked #229.

Diversify Wealth Management first reported a position in VIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.18M in Q3 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Diversify Wealth Management held 19,116 shares of Vanguard Dividend Appreciation ETF worth $4.59M as of Q2 2026.
Diversify Wealth Management sold 179 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $41.1K.
Vanguard Dividend Appreciation ETF made up 0.08% of Diversify Wealth Management's portfolio in Q2 2026, its #229 holding.
Diversify Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $5.18M in Q3 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.