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

Dopkins 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	$410K	Buy	1,732 +224	+15%	+$51.4K	0.15%	61
2026 Q1	$324K	Buy	+1,508	New	+$336K	0.13%	69
2023 Q1	–	Sell	-6,098	Closed	-$926K	–	44
2022 Q4	$926K	Buy	6,098 +39	+0.6%	+$5.81K	0.82%	19
2022 Q3	$819K	Hold	6,059	–	–	0.92%	14
2022 Q2	$869K	Sell	6,059 -434	-7%	-$66.1K	0.94%	13
2022 Q1	$1.05M	Buy	6,493 +2	+0%	+$323	1.14%	11
2021 Q4	$1.11M	Buy	+6,491	New	+$1.07M	1.1%	11

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

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

Dopkins Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 15% in Q2 2026, buying an estimated $51.4K and bringing the position to 1,732 shares worth $410K. The position accounts for 0.15% of the portfolio, ranked #61.

Dopkins Wealth Management first reported a position in VIG in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.11M in Q4 2021. 2,586 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Dopkins Wealth Management held 1,732 shares of Vanguard Dividend Appreciation ETF worth $410K as of Q2 2026.
Dopkins Wealth Management bought 224 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $51.4K.
Vanguard Dividend Appreciation ETF made up 0.15% of Dopkins Wealth Management's portfolio in Q2 2026, its #61 holding.
Dopkins Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 7 quarters since.
Dopkins Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.11M in Q4 2021.
2,586 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.