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

Golden State 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	$6.34M	Sell	26,804 -650	-2%	-$149K	0.58%	32
2026 Q1	$5.9M	Buy	27,454 +530	+2%	+$118K	0.65%	25
2025 Q4	$5.92M	Buy	26,924 +102	+0.4%	+$22.3K	0.63%	31
2025 Q3	$5.79M	Buy	26,822 +20	+0.1%	+$4.2K	0.64%	30
2025 Q2	$5.49M	Buy	26,802 +1,970	+8%	+$382K	0.67%	30
2025 Q1	$4.82M	Buy	24,832 +2,109	+9%	+$419K	0.72%	29
2024 Q4	$4.45M	Buy	+22,723	New	+$4.54M	0.67%	29
2022 Q1	$2.35M	Buy	14,485 +4,225	+41%	+$682K	0.46%	43
2021 Q4	$1.76M	Sell	10,260 -2	-0%	-$330	0.3%	57
2021 Q3	$1.58M	Buy	10,262 +576	+6%	+$91.8K	0.34%	55
2021 Q2	$1.5M	Buy	9,686 +135	+1%	+$20.7K	0.33%	60
2021 Q1	$1.4M	Sell	9,551 -142	-1%	-$20.2K	0.46%	39
2020 Q4	$1.37M	Buy	9,693 +487	+5%	+$66K	0.4%	50
2020 Q3	$1.18M	Buy	9,206 +1,073	+13%	+$135K	0.4%	43
2020 Q2	$953K	Buy	8,133 +383	+5%	+$43.6K	0.31%	56
2020 Q1	$801K	Buy	+7,750	New	+$925K	0.35%	47
2019 Q4	–	Sell	-1,375	Closed	-$164K	–	917
2019 Q3	$164K	Buy	1,375 +3	+0.2%	+$354	0.05%	228
2019 Q2	$158K	Sell	1,372 -1,124	-45%	-$126K	0.05%	257
2019 Q1	$274K	Buy	+2,496	New	+$263K	0.09%	182

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

Golden State Wealth Management's VIG Position: Q2 2026 in Review

Golden State Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.4% in Q2 2026, selling an estimated $149K and leaving 26,804 shares worth $6.34M. The position accounts for 0.58% of the portfolio, ranked #32.

Golden State Wealth Management first reported a position in VIG in Q1 2019 and has held it in 19 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Golden State Wealth Management held 26,804 shares of Vanguard Dividend Appreciation ETF worth $6.34M as of Q2 2026.
Golden State Wealth Management sold 650 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $149K.
Vanguard Dividend Appreciation ETF made up 0.58% of Golden State Wealth Management's portfolio in Q2 2026, its #32 holding.
Golden State Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and has held it in 19 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.