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

Dynasty 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	$215K	Buy	+910	New	+$209K	﹤0.01%	351
2026 Q1	–	Sell	-910	Closed	-$200K	–	384
2025 Q4	$200K	Buy	+910	New	+$199K	﹤0.01%	333

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

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

Dynasty Wealth Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 910 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #351 among its holdings. This is a return to the name: Dynasty Wealth Management previously reported a position in VIG as recently as Q4 2025.

Dynasty Wealth Management first reported a position in VIG in Q4 2025 and has held it in 2 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Dynasty Wealth Management held 910 shares of Vanguard Dividend Appreciation ETF worth $215K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Dynasty Wealth Management position in Q2 2026.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #351 holding.
Dynasty Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 2 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.