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

GSB 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	$975K	Sell	4,120 -711	-15%	-$163K	0.2%	109
2026 Q1	$1.04M	Buy	4,831 +23	+0.5%	+$5.13K	0.23%	103
2025 Q4	$1.06M	Buy	4,808 +2	+0%	+$437	0.24%	100
2025 Q3	$1.04M	Buy	4,806 +96	+2%	+$20.2K	0.24%	104
2025 Q2	$964K	Buy	4,710 +26	+0.6%	+$5.04K	0.24%	106
2025 Q1	$909K	Buy	4,684 +394	+9%	+$78.3K	0.24%	105
2024 Q4	$840K	Sell	4,290 -476	-10%	-$95K	0.22%	114
2024 Q3	$944K	Sell	4,766 -155	-3%	-$29.5K	0.24%	107
2024 Q2	$898K	Hold	4,921	–	–	0.25%	106
2024 Q1	$899K	Buy	4,921 +1,185	+32%	+$208K	0.25%	105
2023 Q4	$637K	Sell	3,736 -214	-5%	-$34.4K	0.2%	120
2023 Q3	$614K	Buy	3,950 +3	+0.1%	+$486	0.21%	119
2023 Q2	$641K	Hold	3,947	–	–	0.21%	119
2023 Q1	$608K	Buy	3,947 +2,589	+191%	+$397K	0.2%	132
2022 Q4	$206K	Buy	+1,358	New	+$202K	0.07%	192
2022 Q2	–	Sell	-1,350	Closed	-$219K	–	217
2022 Q1	$219K	Buy	1,350 +2	+0.1%	+$323	0.06%	212
2021 Q4	$231K	Buy	+1,348	New	+$222K	0.07%	211
2021 Q3	–	Sell	-1,343	Closed	-$208K	–	219
2021 Q2	$208K	Sell	1,343 -98	-7%	-$15K	0.06%	218
2021 Q1	$212K	Buy	+1,441	New	+$205K	0.07%	200

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

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

GSB Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 15% in Q2 2026, selling an estimated $163K and leaving 4,120 shares worth $975K. The position accounts for 0.2% of the portfolio, ranked #109.

GSB Wealth Management first reported a position in VIG in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.06M in Q4 2025. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

GSB Wealth Management held 4,120 shares of Vanguard Dividend Appreciation ETF worth $975K as of Q2 2026.
GSB Wealth Management sold 711 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $163K.
Vanguard Dividend Appreciation ETF made up 0.2% of GSB Wealth Management's portfolio in Q2 2026, its #109 holding.
GSB Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 19 quarters since.
GSB Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.06M in Q4 2025.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.