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

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

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. 2,590 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.
2,590 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.