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

Empirical 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	$3.85M	Buy	16,288 +3,121	+24%	+$717K	0.06%	186
2026 Q1	$2.83M	Buy	13,167 +654	+5%	+$146K	0.05%	213
2025 Q4	$2.75M	Sell	12,513 -613	-5%	-$134K	0.05%	212
2025 Q3	$2.83M	Buy	13,126 +1,782	+16%	+$374K	0.06%	201
2025 Q2	$2.32M	Sell	11,344 -1,008	-8%	-$195K	0.05%	216
2025 Q1	$2.4M	Buy	12,352 +2,042	+20%	+$406K	0.06%	194
2024 Q4	$2.02M	Sell	10,310 -282	-3%	-$56.3K	0.05%	195
2024 Q3	$2.1M	Sell	10,592 -757	-7%	-$144K	0.06%	183
2024 Q2	$2.07M	Sell	11,349 -384	-3%	-$69.1K	0.06%	177
2024 Q1	$2.14M	Buy	11,733 +2,675	+30%	+$470K	0.06%	172
2023 Q4	$1.54M	Buy	9,058 +153	+2%	+$24.6K	0.05%	194
2023 Q3	$1.38M	Sell	8,905 -178	-2%	-$28.9K	0.05%	195
2023 Q2	$1.48M	Sell	9,083 -1,409	-13%	-$221K	0.06%	186
2023 Q1	$1.62M	Buy	10,492 +166	+2%	+$25.4K	0.07%	164
2022 Q4	$1.57M	Buy	10,326 +3,046	+42%	+$454K	0.07%	156
2022 Q3	$984K	Sell	7,280 -265	-4%	-$39.4K	0.05%	199
2022 Q2	$1.08M	Sell	7,545 -3,198	-30%	-$487K	0.06%	188
2022 Q1	$1.74M	Buy	10,743 +2,514	+31%	+$406K	0.09%	144
2021 Q4	$1.41M	Buy	8,229 +407	+5%	+$67.1K	0.07%	165
2021 Q3	$1.2M	Buy	7,822 +1,771	+29%	+$282K	0.07%	166
2021 Q2	$937K	Sell	6,051 -58	-0.9%	-$8.9K	0.06%	199
2021 Q1	$898K	Sell	6,109 -941	-13%	-$134K	0.07%	169
2020 Q4	$995K	Sell	7,050 -181	-3%	-$24.5K	0.08%	153
2020 Q3	$930K	Sell	7,231 -84	-1%	-$10.6K	0.08%	144
2020 Q2	$857K	Sell	7,315 -559	-7%	-$63.6K	0.08%	143
2020 Q1	$814K	Sell	7,874 -570	-7%	-$68K	0.09%	129
2019 Q4	$1.05M	Sell	8,444 -573	-6%	-$69.3K	0.12%	119
2019 Q3	$1.08M	Buy	9,017 +472	+6%	+$55.7K	0.13%	110
2019 Q2	$984K	Sell	8,545 -283	-3%	-$31.7K	0.13%	102
2019 Q1	$968K	Sell	8,828 -550	-6%	-$58K	0.14%	91
2018 Q4	$919K	Sell	9,378 -135	-1%	-$14.1K	0.16%	78
2018 Q3	$1.05M	Buy	9,513 +2,397	+34%	+$258K	0.19%	64
2018 Q2	$723K	Buy	7,116 +29	+0.4%	+$2.96K	0.14%	84
2018 Q1	$716K	Buy	7,087 +209	+3%	+$21.7K	0.14%	78
2017 Q4	$702K	Sell	6,878 -1,012	-13%	-$99.6K	0.15%	71
2017 Q3	$748K	Buy	7,890 +897	+13%	+$83.7K	0.17%	67
2017 Q2	$648K	Sell	6,993 -415	-6%	-$38.1K	0.16%	70
2017 Q1	$666K	Sell	7,408 -260	-3%	-$23K	0.17%	65
2016 Q4	$653K	Buy	7,668 +1,775	+30%	+$149K	0.16%	66
2016 Q3	$495K	Sell	5,893 -20	-0.3%	-$1.7K	0.13%	70
2016 Q2	$492K	Sell	5,913 -780	-12%	-$63.7K	0.13%	68
2016 Q1	$544K	Sell	6,693 -765	-10%	-$58.6K	0.13%	67
2015 Q4	$580K	Buy	+7,458	New	+$582K	0.14%	67

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Empirical Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 24% in Q2 2026, buying an estimated $717K and bringing the position to 16,288 shares worth $3.85M. The position accounts for 0.06% of the portfolio, ranked #186.

Empirical Wealth Management first reported a position in VIG in Q4 2015 and has held it in 43 quarters since. 1,262 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Empirical Wealth Management held 16,288 shares of Vanguard Dividend Appreciation ETF worth $3.85M as of Q2 2026.
Empirical Wealth Management bought 3,121 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $717K.
Vanguard Dividend Appreciation ETF made up 0.06% of Empirical Wealth Management's portfolio in Q2 2026, its #186 holding.
Empirical Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and has held it in 43 quarters since.
1,262 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.