FSM Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

FSM Wealth Advisors’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	$616K	Buy	2,604 +41	+2%	+$9.41K	0.07%	159
2026 Q1	$551K	Sell	2,563 -172	-6%	-$38.3K	0.07%	153
2025 Q4	$601K	Sell	2,735 -250	-8%	-$54.6K	0.08%	143
2025 Q3	$644K	Sell	2,985 -121	-4%	-$25.4K	0.09%	133
2025 Q2	$641K	Buy	3,106 +2,003	+182%	+$388K	0.1%	129
2025 Q1	$214K	Buy	+1,103	New	+$219K	0.05%	196

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

FSM Wealth Advisors's VIG Position: Q2 2026 in Review

FSM Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.6% in Q2 2026, buying an estimated $9.41K and bringing the position to 2,604 shares worth $616K. The position accounts for 0.07% of the portfolio, ranked #159.

FSM Wealth Advisors first reported a position in VIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $644K in Q3 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

FSM Wealth Advisors held 2,604 shares of Vanguard Dividend Appreciation ETF worth $616K as of Q2 2026.
FSM Wealth Advisors bought 41 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $9.41K.
Vanguard Dividend Appreciation ETF made up 0.07% of FSM Wealth Advisors's portfolio in Q2 2026, its #159 holding.
FSM Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 6 quarters since.
FSM Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $644K in Q3 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.