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

Elmwood 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 		$3.97M Sell
16,780
-641
-4% -$147K 0.99% 37
2026
Q1 		$3.75M Buy
17,421
+1,147
+7% +$256K 1.04% 36
2025
Q4 		$3.58M Buy
16,274
+10,761
+195% +$2.35M 1.13% 31
2025
Q3 		$1.19M Hold
5,513
– – 0.42% 70
2025
Q2 		$1.13M Sell
5,513
-100
-2% -$19.4K 0.45% 71
2025
Q1 		$1.09M Hold
5,613
– – 0.45% 73
2024
Q4 		$1.1M Hold
5,613
– – 0.44% 72
2024
Q3 		$1.11M Hold
5,613
– – 0.46% 74
2024
Q2 		$1.02M Sell
5,613
-400
-7% -$72K 0.46% 75
2024
Q1 		$1.1M Sell
6,013
-198
-3% -$34.8K 0.47% 70
2023
Q4 		$1.06M Sell
6,211
-9,872
-61% -$1.59M 0.74% 46
2023
Q3 		$2.5M Sell
16,083
-260
-2% -$42.1K 1.21% 23
2023
Q2 		$2.65M Sell
16,343
-1,100
-6% -$172K 1.24% 25
2023
Q1 		$2.69M Sell
17,443
-1,694
-9% -$260K 1.27% 23
2022
Q4 		$2.91M Buy
19,137
+73
+0.4% +$10.9K 1.45% 15
2022
Q3 		$2.58M Sell
19,064
-185
-1% -$27.5K 1.29% 20
2022
Q2 		$2.76M Buy
19,249
+330
+2% +$50.2K 1.57% 15
2022
Q1 		$3.07M Buy
18,919
+1,145
+6% +$185K 1.57% 17
2021
Q4 		$3.05M Buy
+17,774
New +$2.93M 1.46% 17
2021
Q2 		$2.77M Hold
17,879
– – 1.46% 15
2021
Q1 		$2.63M Buy
+17,879
New +$2.54M 1.6% 14
2020
Q3 		$2.08M Hold
17,784
– – 1.69% 10
2020
Q2 		$2.08M Sell
17,784
-9,414
-35% -$1.07M 1.69% 10
2020
Q1 		$2.75M Buy
27,198
+8,640
+47% +$1.03M 2.63% 7
2019
Q4 		$2.31M Buy
18,558
+150
+0.8% +$18.1K 2.02% 8
2019
Q3 		$2.2M Buy
18,408
+104
+0.6% +$12.3K 2.23% 6
2019
Q2 		$2.11M Sell
18,304
-1,370
-7% -$154K 1.86% 8
2019
Q1 		$2.16M Sell
19,674
-7,494
-28% -$790K 1.99% 8
2018
Q4 		$2.66M Buy
27,168
+900
+3% +$93.9K 2.57% 6
2018
Q3 		$2.91M Sell
26,268
-834
-3% -$89.7K 2.41% 8
2018
Q2 		$2.75M Sell
27,102
-96
-0.4% -$9.79K 2.51% 8
2018
Q1 		$2.75M Buy
+27,198
New +$2.82M 2.63% 7

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Elmwood Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.7% in Q2 2026, selling an estimated $147K and leaving 16,780 shares worth $3.97M. The position accounts for 0.99% of the portfolio, ranked #37.

Elmwood Wealth Management first reported a position in VIG in Q1 2018 and has held it in 32 quarters since. 1,322 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Elmwood Wealth Management held 16,780 shares of Vanguard Dividend Appreciation ETF worth $3.97M as of Q2 2026.
  • Elmwood Wealth Management sold 641 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $147K.
  • Vanguard Dividend Appreciation ETF made up 0.99% of Elmwood Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Elmwood Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2018 and has held it in 32 quarters since.
  • 1,322 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.