Fourth Dimension Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fourth Dimension 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	$122K	Buy	516 +10	+2%	+$2.3K	0.04%	187
2026 Q1	$109K	Hold	506	–	–	0.04%	169
2025 Q4	$111K	Sell	506 -108	-18%	-$23.6K	0.04%	173
2025 Q3	$132K	Buy	614 +608	+10,133%	+$128K	0.05%	153
2025 Q2	$1.23K	Hold	6	–	–	﹤0.01%	547
2025 Q1	$1.16K	Hold	6	–	–	﹤0.01%	566
2024 Q4	$1.18K	Buy	+6	New	+$1.2K	﹤0.01%	569

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

Fourth Dimension Wealth's VIG Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2% in Q2 2026, buying an estimated $2.3K and bringing the position to 516 shares worth $122K. The position accounts for 0.04% of the portfolio, ranked #187.

Fourth Dimension Wealth first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $132K in Q3 2025. 2,592 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Fourth Dimension Wealth held 516 shares of Vanguard Dividend Appreciation ETF worth $122K as of Q2 2026.
Fourth Dimension Wealth bought 10 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.3K.
Vanguard Dividend Appreciation ETF made up 0.04% of Fourth Dimension Wealth's portfolio in Q2 2026, its #187 holding.
Fourth Dimension Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's Vanguard Dividend Appreciation ETF position peaked at $132K in Q3 2025.
2,592 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.