Godshalk Welsh Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Godshalk Welsh Capital 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 Q1	$1.43M	Buy	6,634 +20	+0.3%	+$4.46K	0.83%	39
2025 Q4	$1.45M	Sell	6,614 -16	-0.2%	-$3.5K	0.83%	38
2025 Q3	$1.43M	Buy	6,630 +8	+0.1%	+$1.68K	0.82%	36
2025 Q2	$1.36M	Sell	6,622 -569	-8%	-$110K	0.83%	36
2025 Q1	$1.39M	Buy	7,191 +24	+0.3%	+$4.77K	0.91%	34
2024 Q4	$1.4M	Sell	7,167 -66	-0.9%	-$13.2K	0.91%	34
2024 Q3	$1.43M	Buy	7,233 +10	+0.1%	+$1.9K	0.91%	34
2024 Q2	$1.32M	Sell	7,223 -450	-6%	-$81K	0.88%	32
2024 Q1	$1.4M	Buy	7,673 +25	+0.3%	+$4.39K	0.94%	33
2023 Q4	$1.3M	Buy	7,648 +50	+0.7%	+$8.04K	0.94%	37
2023 Q3	$1.18M	Sell	7,598 -1,200	-14%	-$195K	0.89%	39
2023 Q2	$1.43M	Sell	8,798 -460	-5%	-$72K	0.98%	36
2023 Q1	$1.43M	Buy	9,258 +3	+0%	+$460	1.01%	36
2022 Q4	$1.41M	Sell	9,255 -1,200	-11%	-$179K	1.03%	35
2022 Q3	$1.41M	Buy	10,455 +1,320	+14%	+$196K	1.04%	33
2022 Q2	$1.31M	Hold	9,135	–	–	0.94%	39
2022 Q1	$1.48M	Sell	9,135 -435	-5%	-$70.2K	0.91%	42
2021 Q4	$1.64M	Sell	9,570 -35	-0.4%	-$5.77K	0.94%	40
2021 Q3	$1.48M	Buy	9,605 +15	+0.2%	+$2.39K	0.92%	38
2021 Q2	$1.51M	Buy	9,590 +25	+0.3%	+$3.84K	0.94%	37
2021 Q1	$1.41M	Hold	9,565	–	–	0.98%	38
2020 Q4	$1.35M	Buy	9,565 +110	+1%	+$14.9K	1%	35
2020 Q3	$1.22M	Hold	9,455	–	–	1.03%	34
2020 Q2	$1.11M	Sell	9,455 -416	-4%	-$47.4K	1.04%	35
2020 Q1	$1.02M	Buy	9,871 +25	+0.3%	+$2.98K	1.11%	32
2019 Q4	$1.23M	Sell	9,846 -120	-1%	-$14.5K	1.01%	36
2019 Q3	$1.19M	Buy	9,966 +225	+2%	+$26.5K	1.05%	34
2019 Q2	$1.12M	Buy	9,741 +450	+5%	+$50.5K	1.04%	35
2019 Q1	$1.02M	Buy	9,291 +261	+3%	+$27.5K	0.98%	38
2018 Q4	$884K	Hold	9,030	–	–	0.99%	37
2018 Q3	$1M	Sell	9,030 -361	-4%	-$38.8K	0.97%	35
2018 Q2	$954K	Sell	9,391 -450	-5%	-$45.9K	1%	34
2018 Q1	$994K	Sell	9,841 -100	-1%	-$10.4K	1.07%	31
2017 Q4	$1.01M	Sell	9,941 -8	-0.1%	-$788	1.03%	33
2017 Q3	$943K	Sell	9,949 -70	-0.7%	-$6.53K	0.95%	38
2017 Q2	$928K	Sell	10,019 -147	-1%	-$13.5K	0.92%	41
2017 Q1	$914K	Hold	10,166	–	–	0.9%	41
2016 Q4	$866K	Buy	10,166 +50	+0.5%	+$4.2K	0.89%	41
2016 Q3	$849K	Hold	10,116	–	–	0.88%	44
2016 Q2	$842K	Sell	10,116 -400	-4%	-$32.7K	0.89%	39
2016 Q1	$854K	Sell	10,516 -50	-0.5%	-$3.83K	0.88%	36
2015 Q4	$822K	Sell	10,566 -150	-1%	-$11.7K	0.86%	37
2015 Q3	$790K	Buy	10,716 +50	+0.5%	+$3.87K	0.87%	37
2015 Q2	$838K	Sell	10,666 -490	-4%	-$39.7K	0.85%	42
2015 Q1	$898K	Sell	11,156 -200	-2%	-$16.2K	0.92%	40
2014 Q4	$922K	Buy	+11,356	New	+$898K	0.84%	36

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Godshalk Welsh Capital Management's VIG Position: Q1 2026 in Review

Godshalk Welsh Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.3% in Q1 2026, buying an estimated $4.46K and bringing the position to 6,634 shares worth $1.43M. The position accounts for 0.83% of the portfolio, ranked #39.

Godshalk Welsh Capital Management first reported a position in VIG in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.64M in Q4 2021. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Godshalk Welsh Capital Management held 6,634 shares of Vanguard Dividend Appreciation ETF worth $1.43M as of Q1 2026.
Godshalk Welsh Capital Management bought 20 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $4.46K.
Vanguard Dividend Appreciation ETF made up 0.83% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #39 holding.
Godshalk Welsh Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 46 quarters since.
Godshalk Welsh Capital Management's Vanguard Dividend Appreciation ETF position peaked at $1.64M in Q4 2021.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.