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

Dogwood 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	–	Sell	-243	Closed	-$52.3K	–	930
2026 Q1	$52.3K	Hold	243	–	–	0.02%	146
2025 Q4	$53.4K	Hold	243	–	–	0.02%	125
2025 Q3	$52.6K	Hold	243	–	–	0.02%	122
2025 Q2	$50.1K	Hold	243	–	–	0.02%	121
2025 Q1	$47.1K	Hold	243	–	–	0.02%	123
2024 Q4	$47.6K	Hold	243	–	–	0.03%	121
2024 Q3	$48.1K	Hold	243	–	–	0.03%	119
2024 Q2	$44.4K	Hold	243	–	–	0.03%	117
2024 Q1	$44.4K	Hold	243	–	–	0.03%	129
2023 Q4	$41.4K	Buy	+243	New	+$39.1K	0.03%	127

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

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

Dogwood Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 243 shares — an estimated $52.3K sold.

Dogwood Wealth Management first reported a position in VIG in Q4 2023 and held it in 10 quarters. The position peaked at $53.4K in Q4 2025. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Dogwood Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
Dogwood Wealth Management sold 243 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $52.3K.
Dogwood Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and held it in 10 quarters.
Dogwood Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $53.4K in Q4 2025.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.