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

Evermay 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	$49.7K	Buy	210 +7	+3%	+$1.61K	0.01%	357
2026 Q1	$43.7K	Hold	203	–	–	﹤0.01%	330
2025 Q4	$44.6K	Sell	203 -308	-60%	-$67.3K	0.01%	331
2025 Q3	$110K	Hold	511	–	–	0.01%	255
2025 Q2	$105K	Sell	511 -23	-4%	-$4.46K	0.01%	263
2025 Q1	$104K	Hold	534	–	–	0.01%	256
2024 Q4	$105K	Hold	534	–	–	0.02%	255
2024 Q3	$106K	Hold	534	–	–	0.02%	264
2024 Q2	$97.6K	Hold	534	–	–	0.02%	272
2024 Q1	$97.5K	Hold	534	–	–	0.01%	279
2023 Q4	$91K	Hold	534	–	–	0.02%	266
2023 Q3	$83.1K	Buy	534 +308	+136%	+$49.9K	0.02%	253
2023 Q2	$36.8K	Buy	226 +29	+15%	+$4.54K	0.01%	335
2023 Q1	$30.3K	Sell	197 -215	-52%	-$32.9K	0.01%	341
2022 Q4	$62.6K	Sell	412 -145	-26%	-$21.6K	0.01%	276
2022 Q3	$75K	Buy	557 +66	+13%	+$9.82K	0.01%	245
2022 Q2	$70K	Buy	491 +309	+170%	+$47K	0.01%	249
2022 Q1	$30K	Buy	+182	New	+$29.4K	0.01%	340
2021 Q4	–	Sell	-43	Closed	-$7K	–	535
2021 Q3	$7K	Buy	43 +11	+34%	+$1.75K	﹤0.01%	403
2021 Q2	$5K	Buy	+32	New	+$4.91K	﹤0.01%	453
2014 Q1	–	Sell	-6,805	Closed	-$512K	–	69
2013 Q4	$512K	Buy	+6,805	New	+$495K	0.71%	21

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

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

Evermay Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.4% in Q2 2026, buying an estimated $1.61K and bringing the position to 210 shares worth $49.7K. The position accounts for 0.01% of the portfolio, ranked #357.

Evermay Wealth Management first reported a position in VIG in Q4 2013 and has held it in 21 quarters since. The position peaked at $512K in Q4 2013. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Evermay Wealth Management held 210 shares of Vanguard Dividend Appreciation ETF worth $49.7K as of Q2 2026.
Evermay Wealth Management bought 7 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.61K.
Vanguard Dividend Appreciation ETF made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #357 holding.
Evermay Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and has held it in 21 quarters since.
Evermay Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $512K in Q4 2013.
2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.