Global Wealth Management Investment Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Global Wealth Management Investment Advisory’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	$326K	Hold	1,376	–	–	0.05%	135
2026 Q1	$296K	Hold	1,376	–	–	0.05%	131
2025 Q4	$302K	Buy	1,376 +26	+2%	+$5.68K	0.05%	128
2025 Q3	$291K	Hold	1,350	–	–	0.05%	129
2025 Q2	$276K	Buy	+1,350	New	+$262K	0.05%	129
2024 Q1	–	Sell	-683	Closed	-$116K	–	424
2023 Q4	$116K	Hold	683	–	–	0.03%	145
2023 Q3	$106K	Hold	683	–	–	0.03%	151
2023 Q2	$111K	Buy	+683	New	+$107K	0.03%	150
2022 Q3	–	Sell	-25	Closed	-$4K	–	465
2022 Q2	$4K	Hold	25	–	–	﹤0.01%	360
2022 Q1	$4K	Hold	25	–	–	﹤0.01%	380
2021 Q4	$4K	Buy	25 +11	+79%	+$1.81K	﹤0.01%	369
2021 Q3	$2K	Hold	14	–	–	﹤0.01%	430
2021 Q2	$2K	Hold	14	–	–	﹤0.01%	404
2021 Q1	$2K	Sell	14 -4	-22%	-$569	﹤0.01%	425
2020 Q4	$3K	Buy	+18	New	+$2.44K	﹤0.01%	380
2020 Q3	–	Sell	-351	Closed	-$41K	–	637
2020 Q2	$41K	Hold	351	–	–	0.02%	210
2020 Q1	$36K	Hold	351	–	–	0.02%	191
2019 Q4	$44K	Hold	351	–	–	0.02%	188
2019 Q3	$42K	Hold	351	–	–	0.02%	182
2019 Q2	$40K	Hold	351	–	–	0.02%	187
2019 Q1	$38K	Hold	351	–	–	0.02%	234
2018 Q4	$34K	Buy	+351	New	+$36.6K	0.02%	242

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

Global Wealth Management Investment Advisory's VIG Position: Q2 2026 in Review

Global Wealth Management Investment Advisory held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,376 shares worth $326K. The position accounts for 0.05% of the portfolio, ranked #135.

Global Wealth Management Investment Advisory first reported a position in VIG in Q4 2018 and has held it in 22 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Global Wealth Management Investment Advisory held 1,376 shares of Vanguard Dividend Appreciation ETF worth $326K as of Q2 2026.
Global Wealth Management Investment Advisory left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.05% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #135 holding.
Global Wealth Management Investment Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 22 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.