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 Q2	$1.48M	Sell	6,234 -400	-6%	-$91.8K	0.79%	41
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 $1.55T 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

Godshalk Welsh Capital Management's VIG Position: Q2 2026 in Review

Godshalk Welsh Capital Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6% in Q2 2026, selling an estimated $91.8K and leaving 6,234 shares worth $1.48M. The position accounts for 0.79% of the portfolio, ranked #41.

Godshalk Welsh Capital Management first reported a position in VIG in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.64M in Q4 2021. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Godshalk Welsh Capital Management held 6,234 shares of Vanguard Dividend Appreciation ETF worth $1.48M as of Q2 2026.
Godshalk Welsh Capital Management sold 400 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $91.8K.
Vanguard Dividend Appreciation ETF made up 0.79% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #41 holding.
Godshalk Welsh Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 47 quarters since.
Godshalk Welsh Capital Management's Vanguard Dividend Appreciation ETF position peaked at $1.64M in Q4 2021.
2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.