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

EPG 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 		$313K Sell
1,325
-28
-2% -$6.43K 0.08% 159
2026
Q1 		$291K Buy
1,353
+5
+0.4% +$1.11K 0.08% 164
2025
Q4 		$296K Buy
1,348
+9
+0.7% +$1.97K 0.08% 161
2025
Q3 		$289K Sell
1,339
-45
-3% -$9.45K 0.08% 165
2025
Q2 		$283K Hold
1,384
– – 0.09% 164
2025
Q1 		$269K Sell
1,384
-44
-3% -$8.75K 0.07% 202
2024
Q4 		$280K Sell
1,428
-678
-32% -$135K 0.07% 201
2024
Q3 		$417K Buy
+2,106
New +$401K 0.11% 175
2024
Q2 		– Sell
-2,734
Closed -$492K – 174
2024
Q1 		$499K Sell
2,734
-35
-1% -$6.15K 0.12% 168
2023
Q4 		$481K Buy
2,769
+296
+12% +$47.6K 0.13% 163
2023
Q3 		$384K Buy
2,473
+4
+0.2% +$648 0.12% 172
2023
Q2 		$401K Buy
2,469
+200
+9% +$31.3K 0.12% 164
2023
Q1 		$349K Buy
2,269
+41
+2% +$6.28K 0.11% 172
2022
Q4 		$338K Buy
2,228
+107
+5% +$15.9K 0.13% 143
2022
Q3 		$287K Buy
2,121
+4
+0.2% +$595 0.12% 160
2022
Q2 		$304K Sell
2,117
-201
-9% -$30.6K 0.13% 157
2022
Q1 		$376K Buy
2,318
+527
+29% +$85K 0.13% 146
2021
Q4 		$308K Buy
1,791
+4
+0.2% +$659 0.11% 168
2021
Q3 		$274K Buy
1,787
+4
+0.2% +$637 0.11% 167
2021
Q2 		$276K Sell
1,783
-95
-5% -$14.6K 0.12% 161
2021
Q1 		$276K Buy
1,878
+153
+9% +$21.8K 0.13% 146
2020
Q4 		$244K Buy
1,725
+57
+3% +$7.72K 0.15% 128
2020
Q3 		$215K Buy
+1,668
New +$210K 0.16% 118
2020
Q2 		– Sell
-1,836
Closed -$190K – 744
2020
Q1 		$190K Sell
1,836
-370
-17% -$44.1K 0.14% 127
2019
Q4 		$275K Buy
+2,206
New +$267K 0.2% 83

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

EPG Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.1% in Q2 2026, selling an estimated $6.43K and leaving 1,325 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #159.

EPG Wealth Management first reported a position in VIG in Q4 2019 and has held it in 25 quarters since. The position peaked at $499K in Q1 2024. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • EPG Wealth Management held 1,325 shares of Vanguard Dividend Appreciation ETF worth $313K as of Q2 2026.
  • EPG Wealth Management sold 28 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $6.43K.
  • Vanguard Dividend Appreciation ETF made up 0.08% of EPG Wealth Management's portfolio in Q2 2026, its #159 holding.
  • EPG Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 25 quarters since.
  • EPG Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $499K in Q1 2024.
  • 2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.