Dougherty Wealth Advisers’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Dougherty Wealth Advisers’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	$59.2K	Hold	250	–	–	0.03%	78
2026 Q1	$53.8K	Hold	250	–	–	0.03%	79
2025 Q4	$54.9K	Hold	250	–	–	0.03%	79
2025 Q3	$53.9K	Hold	250	–	–	0.03%	80
2025 Q2	$51.2K	Hold	250	–	–	0.03%	82
2025 Q1	$48.5K	Hold	250	–	–	0.04%	81
2024 Q4	$49K	Hold	250	–	–	0.04%	83
2024 Q3	$49.5K	Hold	250	–	–	0.04%	79
2024 Q2	$45.6K	Hold	250	–	–	0.04%	78
2024 Q1	$45.7K	Hold	250	–	–	0.04%	80
2023 Q4	$42.6K	Hold	250	–	–	0.04%	86
2023 Q3	$38.8K	Hold	250	–	–	0.05%	85
2023 Q2	$40.6K	Hold	250	–	–	0.06%	86
2023 Q1	$38.5K	Hold	250	–	–	0.06%	91
2022 Q4	$38K	Hold	250	–	–	0.06%	94
2022 Q3	$34K	Hold	250	–	–	0.07%	93
2022 Q2	$36K	Hold	250	–	–	0.07%	94
2022 Q1	$41K	Hold	250	–	–	0.06%	98
2021 Q4	$43K	Hold	250	–	–	0.06%	105
2021 Q3	$38K	Hold	250	–	–	0.06%	106
2021 Q2	$39K	Hold	250	–	–	0.06%	105
2021 Q1	$37K	Hold	250	–	–	0.06%	106
2020 Q4	$35K	Hold	250	–	–	0.06%	116
2020 Q3	$32K	Hold	250	–	–	0.11%	116
2020 Q2	$29K	Hold	250	–	–	0.11%	123
2020 Q1	$26K	Hold	250	–	–	0.1%	125
2019 Q4	$31K	Hold	250	–	–	0.09%	137
2019 Q3	$30K	Hold	250	–	–	0.1%	137
2019 Q2	$29K	Hold	250	–	–	0.08%	158
2019 Q1	$27K	Sell	250 -2	-0.8%	-$211	0.09%	141
2018 Q4	$26K	Buy	+252	New	+$26.3K	0.09%	148

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

Dougherty Wealth Advisers's VIG Position: Q2 2026 in Review

Dougherty Wealth Advisers held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 250 shares worth $59.2K. The position accounts for 0.03% of the portfolio, ranked #78.

Dougherty Wealth Advisers first reported a position in VIG in Q4 2018 and has held it in 31 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Dougherty Wealth Advisers held 250 shares of Vanguard Dividend Appreciation ETF worth $59.2K as of Q2 2026.
Dougherty Wealth Advisers left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.03% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #78 holding.
Dougherty Wealth Advisers first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 31 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.