GJWM
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Gilliland Jeter Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gilliland Jeter 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 		$10.8M Buy
45,802
+115
+0.3% +$26.4K 2.84% 6
2026
Q1 		$9.83M Buy
45,687
+106
+0.2% +$23.6K 2.91% 5
2025
Q4 		$10M Sell
45,581
-31
-0.1% -$6.77K 3.03% 6
2025
Q3 		$9.84M Hold
45,612
– – 3.04% 7
2025
Q2 		$9.34M Sell
45,612
-21
-0% -$4.07K 3.04% 7
2025
Q1 		$8.85M Sell
45,633
-856
-2% -$170K 3.13% 5
2024
Q4 		$9.1M Buy
46,489
+676
+1% +$135K 3.07% 7
2024
Q3 		$9.07M Buy
45,813
+1,760
+4% +$335K 2.93% 6
2024
Q2 		$8.04M Sell
44,053
-104
-0.2% -$18.7K 2.71% 7
2024
Q1 		$8.06M Buy
44,157
+214
+0.5% +$37.6K 2.81% 6
2023
Q4 		$7.49M Buy
+43,943
New +$7.07M 3.1% 5

Other funds holding VIG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Gilliland Jeter Wealth Management's VIG Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.25% in Q2 2026, buying an estimated $26.4K and bringing the position to 45,802 shares worth $10.8M. The position accounts for 2.84% of the portfolio, ranked #6.

Gilliland Jeter Wealth Management first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 1,835 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Gilliland Jeter Wealth Management held 45,802 shares of Vanguard Dividend Appreciation ETF worth $10.8M as of Q2 2026.
  • Gilliland Jeter Wealth Management bought 115 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $26.4K.
  • Vanguard Dividend Appreciation ETF made up 2.84% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Gilliland Jeter Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.