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

Forza 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	$3.26M	Sell	13,797 -211	-2%	-$48.5K	1%	29
2026 Q1	$3.01M	Buy	14,008 +187	+1%	+$41.7K	1.05%	27
2025 Q4	$3.04M	Sell	13,821 -5,305	-28%	-$1.16M	1.1%	27
2025 Q3	$4.13M	Sell	19,126 -110	-0.6%	-$23.1K	1.58%	19
2025 Q2	$3.94M	Sell	19,236 -20	-0.1%	-$3.88K	1.61%	17
2025 Q1	$3.74M	Buy	19,256 +66	+0.3%	+$13.1K	1.68%	13
2024 Q4	$3.76M	Sell	19,190 -156	-0.8%	-$31.1K	1.71%	13
2024 Q3	$3.83M	Hold	19,346	–	–	1.75%	9
2024 Q2	$3.53M	Sell	19,346 -1,906	-9%	-$343K	1.82%	9
2024 Q1	$3.88M	Hold	21,252	–	–	2.02%	9
2023 Q4	$3.62M	Sell	21,252 -705	-3%	-$113K	2%	9
2023 Q3	$3.41M	Hold	21,957	–	–	1.76%	8
2023 Q2	$3.57M	Sell	21,957 -100	-0.5%	-$15.7K	1.8%	8
2023 Q1	$3.4M	Buy	22,057 +6	+0%	+$919	1.75%	10
2022 Q4	$3.35M	Buy	+22,051	New	+$3.29M	2.22%	8

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

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

Forza Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.5% in Q2 2026, selling an estimated $48.5K and leaving 13,797 shares worth $3.26M. The position accounts for 1% of the portfolio, ranked #29.

Forza Wealth Management first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.13M in Q3 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Forza Wealth Management held 13,797 shares of Vanguard Dividend Appreciation ETF worth $3.26M as of Q2 2026.
Forza Wealth Management sold 211 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $48.5K.
Vanguard Dividend Appreciation ETF made up 1% of Forza Wealth Management's portfolio in Q2 2026, its #29 holding.
Forza Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $4.13M in Q3 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.