Guardian Wealth Advisors (North Carolina)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$5.97M	Buy	25,244 +45	+0.2%	+$10.3K	0.34%	51
2026 Q1	$5.42M	Sell	25,199 -1,846	-7%	-$412K	0.34%	50
2025 Q4	$5.94M	Sell	27,045 -2,191	-7%	-$479K	0.37%	45
2025 Q3	$6.31M	Buy	29,236 +3	+0%	+$630	0.41%	45
2025 Q2	$5.98M	Sell	29,233 -216	-0.7%	-$41.9K	0.42%	45
2025 Q1	$5.71M	Sell	29,449 -188	-0.6%	-$37.4K	0.46%	41
2024 Q4	$5.8M	Sell	29,637 -4	-0%	-$799	0.46%	42
2024 Q3	$5.87M	Sell	29,641 -1,078	-4%	-$205K	0.62%	28
2024 Q2	$5.61M	Buy	30,719 +43	+0.1%	+$7.74K	0.66%	28
2024 Q1	$5.6M	Buy	30,676 +2,339	+8%	+$411K	0.69%	26
2023 Q4	$4.83M	Sell	28,337 -360	-1%	-$57.9K	0.73%	25
2023 Q3	$4.48M	Buy	28,697 +34	+0.1%	+$5.51K	0.76%	22
2023 Q2	$4.68M	Buy	28,663 +1,130	+4%	+$177K	0.8%	20
2023 Q1	$4.24M	Sell	27,533 -1,229	-4%	-$188K	0.74%	19
2022 Q4	$4.37M	Sell	28,762 -362	-1%	-$54K	0.84%	17
2022 Q3	$3.94M	Sell	29,124 -320	-1%	-$47.6K	0.73%	17
2022 Q2	$4.22M	Buy	+29,444	New	+$4.48M	0.77%	16

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

Guardian Wealth Advisors (North Carolina)'s VIG Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.18% in Q2 2026, buying an estimated $10.3K and bringing the position to 25,244 shares worth $5.97M. The position accounts for 0.34% of the portfolio, ranked #51.

Guardian Wealth Advisors (North Carolina) first reported a position in VIG in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.31M in Q3 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 25,244 shares of Vanguard Dividend Appreciation ETF worth $5.97M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 45 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $10.3K.
Vanguard Dividend Appreciation ETF made up 0.34% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #51 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 17 quarters since.
Guardian Wealth Advisors (North Carolina)'s Vanguard Dividend Appreciation ETF position peaked at $6.31M in Q3 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.