Elwood & Goetz Wealth Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$992K	Buy	4,193 +1,812	+76%	+$416K	0.15%	50
2026 Q1	$512K	Buy	+2,381	New	+$531K	0.09%	70
2025 Q3	–	Sell	-1,022	Closed	-$209K	–	136
2025 Q2	$209K	Buy	+1,022	New	+$198K	0.05%	110
2023 Q3	–	Sell	-1,781	Closed	-$289K	–	82
2023 Q2	$289K	Buy	+1,781	New	+$279K	0.07%	55

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

Elwood & Goetz Wealth Advisory Group's VIG Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 76% in Q2 2026, buying an estimated $416K and bringing the position to 4,193 shares worth $992K. The position accounts for 0.15% of the portfolio, ranked #50.

Elwood & Goetz Wealth Advisory Group first reported a position in VIG in Q2 2023 and has held it in 4 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 4,193 shares of Vanguard Dividend Appreciation ETF worth $992K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group bought 1,812 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $416K.
Vanguard Dividend Appreciation ETF made up 0.15% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #50 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and has held it in 4 quarters since.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.