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

Fonville 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	$4.07M	Sell	17,186 -154	-0.9%	-$35.4K	0.66%	35
2026 Q1	$3.73M	Buy	17,340 +73	+0.4%	+$16.3K	0.71%	35
2025 Q4	$3.79M	Sell	17,267 -65	-0.4%	-$14.2K	0.78%	34
2025 Q3	$3.74M	Buy	17,332 +707	+4%	+$148K	0.84%	34
2025 Q2	$3.4M	Sell	16,625 -258	-2%	-$50K	0.86%	32
2025 Q1	$3.27M	Sell	16,883 -2,217	-12%	-$441K	0.96%	29
2024 Q4	$3.74M	Sell	19,100 -187	-1%	-$37.3K	1.24%	27
2024 Q3	$3.82M	Sell	19,287 -242	-1%	-$46.1K	1.32%	27
2024 Q2	$3.57M	Sell	19,529 -533	-3%	-$95.9K	1.41%	25
2024 Q1	$3.66M	Sell	20,062 -1	-0%	-$176	1.62%	21
2023 Q4	$3.42M	Buy	+20,063	New	+$3.23M	1.81%	19

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

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

Fonville Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.89% in Q2 2026, selling an estimated $35.4K and leaving 17,186 shares worth $4.07M. The position accounts for 0.66% of the portfolio, ranked #35.

Fonville Wealth Management first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,586 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Fonville Wealth Management held 17,186 shares of Vanguard Dividend Appreciation ETF worth $4.07M as of Q2 2026.
Fonville Wealth Management sold 154 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $35.4K.
Vanguard Dividend Appreciation ETF made up 0.66% of Fonville Wealth Management's portfolio in Q2 2026, its #35 holding.
Fonville Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
2,586 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.