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

Global 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	$12.1M	Buy	51,235 +60	+0.1%	+$13.8K	6.17%	6
2026 Q1	$11M	Sell	51,175 -1,927	-4%	-$430K	6%	6
2025 Q4	$11.7M	Sell	53,102 -1,953	-4%	-$427K	6.28%	6
2025 Q3	$11.9M	Sell	55,055 -550	-1%	-$115K	6.24%	6
2025 Q2	$11.5M	Buy	55,605 +851	+2%	+$165K	6.29%	6
2025 Q1	$10.6M	Buy	54,754 +268	+0.5%	+$53.3K	6.13%	6
2024 Q4	$10.7M	Buy	54,486 +182	+0.3%	+$36.3K	6.81%	7
2024 Q3	$10.8M	Buy	+54,304	New	+$10.3M	7.28%	7

Other funds holding VIG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

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

Global Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.12% in Q2 2026, buying an estimated $13.8K and bringing the position to 51,235 shares worth $12.1M. The position accounts for 6.17% of the portfolio, ranked #6.

Global Wealth Management first reported a position in VIG in Q3 2024 and has held it in 8 quarters since. 780 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Global Wealth Management held 51,235 shares of Vanguard Dividend Appreciation ETF worth $12.1M as of Q2 2026.
Global Wealth Management bought 60 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $13.8K.
Vanguard Dividend Appreciation ETF made up 6.17% of Global Wealth Management's portfolio in Q2 2026, its #6 holding.
Global Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 8 quarters since.
780 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.