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Flywheel Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Flywheel Private Wealth’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 		$24.3M Buy
102,806
+2,119
+2% +$487K 11.99% 1
2026
Q1 		$21.7M Buy
100,687
+1,144
+1% +$255K 12.33% 1
2025
Q4 		$21.9M Buy
99,543
+16,058
+19% +$3.51M 13.66% 1
2025
Q3 		$18M Buy
83,485
+5,430
+7% +$1.14M 14.07% 1
2025
Q2 		$16M Buy
78,055
+247
+0.3% +$47.9K 12.82% 1
2025
Q1 		$15.1M Buy
77,808
+1,257
+2% +$250K 13.76% 1
2024
Q4 		$15M Buy
+76,551
New +$15.3M 13.78% 1

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

Flywheel Private Wealth's VIG Position: Q2 2026 in Review

Flywheel Private Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.1% in Q2 2026, buying an estimated $487K and bringing the position to 102,806 shares worth $24.3M. The position accounts for 11.99% of the portfolio, ranked #1.

Flywheel Private Wealth first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Flywheel Private Wealth held 102,806 shares of Vanguard Dividend Appreciation ETF worth $24.3M as of Q2 2026.
  • Flywheel Private Wealth bought 2,119 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $487K.
  • Vanguard Dividend Appreciation ETF made up 11.99% of Flywheel Private Wealth's portfolio in Q2 2026, its #1 holding.
  • Flywheel Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.