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Global Wealth Strategies & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Global Wealth Strategies & Associates’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 		$25.2M Buy
106,556
+10,428
+11% +$2.39M 4.78% 6
2026
Q1 		$20.7M Buy
96,128
+34,520
+56% +$7.7M 5.08% 6
2025
Q4 		$13.5M Buy
61,608
+2,321
+4% +$507K 3.38% 6
2025
Q3 		$12.8M Buy
59,287
+2,985
+5% +$627K 3.29% 6
2025
Q2 		$11.5M Buy
56,302
+4,598
+9% +$891K 3.3% 6
2025
Q1 		$10M Buy
51,704
+2,032
+4% +$404K 3.04% 8
2024
Q4 		$9.73M Buy
49,672
+1,552
+3% +$310K 3.04% 8
2024
Q3 		$9.53M Buy
48,120
+2,206
+5% +$420K 3.13% 8
2024
Q2 		$8.38M Sell
45,914
-6,594
-13% -$1.19M 3.01% 7
2024
Q1 		$9.59M Sell
52,508
-33,678
-39% -$5.92M 3.61% 5
2023
Q4 		$14.7M Buy
86,186
+30,308
+54% +$4.88M 6.12% 5
2023
Q3 		$8.68M Sell
55,878
-9,565
-15% -$1.55M 4.05% 6
2023
Q2 		$10.6M Buy
65,443
+3,056
+5% +$479K 4.99% 3
2023
Q1 		$9.61M Buy
62,387
+3,381
+6% +$518K 4.96% 6
2022
Q4 		$8.96M Buy
+59,006
New +$8.79M 5.2% 3

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Global Wealth Strategies & Associates's VIG Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its Vanguard Dividend Appreciation ETF (VIG) stake by 11% in Q2 2026, buying an estimated $2.39M and bringing the position to 106,556 shares worth $25.2M. The position accounts for 4.78% of the portfolio, ranked #6.

Global Wealth Strategies & Associates first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Global Wealth Strategies & Associates held 106,556 shares of Vanguard Dividend Appreciation ETF worth $25.2M as of Q2 2026.
  • Global Wealth Strategies & Associates bought 10,428 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.39M.
  • Vanguard Dividend Appreciation ETF made up 4.78% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #6 holding.
  • Global Wealth Strategies & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.