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

FMA 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 		$4.06M Sell
17,162
-323
-2% -$74.2K 2.6% 15
2026
Q1 		$3.76M Buy
17,485
+68
+0.4% +$15.2K 2.5% 14
2025
Q4 		$3.83M Sell
17,417
-74
-0.4% -$16.2K 2.48% 14
2025
Q3 		$3.77M Buy
17,491
+220
+1% +$46.2K 2.59% 13
2025
Q2 		$3.53M Buy
17,271
+314
+2% +$60.9K 2.62% 13
2025
Q1 		$3.44M Sell
16,957
-68
-0.4% -$13.5K 2.65% 12
2024
Q4 		$3.33M Buy
17,025
+132
+0.8% +$26.4K 2.48% 13
2024
Q3 		$3.35M Buy
16,893
+334
+2% +$63.6K 2.43% 13
2024
Q2 		$3.02M Sell
16,559
-72
-0.4% -$13K 2.44% 13
2024
Q1 		$3.04M Buy
16,631
+261
+2% +$45.9K 2.52% 13
2023
Q4 		$2.79M Buy
+16,370
New +$2.63M 2.54% 12

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

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

FMA Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.8% in Q2 2026, selling an estimated $74.2K and leaving 17,162 shares worth $4.06M. The position accounts for 2.6% of the portfolio, ranked #15.

FMA Wealth Management first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 533 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • FMA Wealth Management held 17,162 shares of Vanguard Dividend Appreciation ETF worth $4.06M as of Q2 2026.
  • FMA Wealth Management sold 323 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $74.2K.
  • Vanguard Dividend Appreciation ETF made up 2.6% of FMA Wealth Management's portfolio in Q2 2026, its #15 holding.
  • FMA Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
  • 533 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on FMA Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.