EWM
VIG icon

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

Evergreen 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 		$16.3M Buy
69,053
+1,374
+2% +$315K 7.66% 1
2026
Q1 		$14.6M Buy
67,679
+1,661
+3% +$370K 7.51% 1
2025
Q4 		$14.5M Buy
66,018
+4,033
+7% +$881K 7.31% 1
2025
Q3 		$13.4M Buy
61,985
+817
+1% +$172K 7.01% 1
2025
Q2 		$12.5M Sell
61,168
-780
-1% -$151K 7.02% 1
2025
Q1 		$12M Buy
61,948
+7,914
+15% +$1.57M 7.18% 1
2024
Q4 		$10.6M Sell
54,034
-468
-0.9% -$93.4K 6.25% 1
2024
Q3 		$10.8M Buy
54,502
+9,413
+21% +$1.79M 6.5% 1
2024
Q2 		$8.23M Hold
45,089
– – 5.45% 1
2024
Q1 		$8.23M Hold
45,089
– – 5.57% 1
2023
Q4 		$7.68M Buy
45,089
+413
+0.9% +$66.5K 5.65% 1
2023
Q3 		$6.94M Buy
44,676
+312
+0.7% +$50.6K 5.49% 2
2023
Q2 		$7.21M Buy
44,364
+3,845
+9% +$602K 5.64% 2
2023
Q1 		$6.24M Sell
40,519
-279,053
-87% -$42.7M 5.54% 2
2022
Q4 		$6.25M Buy
+319,572
New +$47.6M 5.75% 2

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

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

Evergreen Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2% in Q2 2026, buying an estimated $315K and bringing the position to 69,053 shares worth $16.3M. The position accounts for 7.66% of the portfolio, ranked #1.

Evergreen Wealth Management first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Evergreen Wealth Management held 69,053 shares of Vanguard Dividend Appreciation ETF worth $16.3M as of Q2 2026.
  • Evergreen Wealth Management bought 1,374 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $315K.
  • Vanguard Dividend Appreciation ETF made up 7.66% of Evergreen Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Evergreen Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.