GWN Securities’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

GWN Securities’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	$1.49M	Buy	6,299 +23	+0.4%	+$5.28K	0.25%	109
2026 Q1	$1.35M	Buy	6,276 +19	+0.3%	+$4.24K	0.26%	101
2025 Q4	$1.38M	Buy	6,257 +779	+14%	+$170K	0.28%	95
2025 Q3	$1.19M	Sell	5,478 -5,594	-51%	-$1.17M	0.28%	95
2025 Q2	$2.28M	Sell	11,072 -14,560	-57%	-$2.82M	0.42%	59
2025 Q1	$4.99M	Buy	25,632 +21,470	+516%	+$4.27M	0.28%	84
2024 Q4	$830K	Buy	+4,162	New	+$831K	0.22%	104

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

GWN Securities's VIG Position: Q2 2026 in Review

GWN Securities increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.37% in Q2 2026, buying an estimated $5.28K and bringing the position to 6,299 shares worth $1.49M. The position accounts for 0.25% of the portfolio, ranked #109.

GWN Securities first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.99M in Q1 2025. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

GWN Securities held 6,299 shares of Vanguard Dividend Appreciation ETF worth $1.49M as of Q2 2026.
GWN Securities bought 23 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $5.28K.
Vanguard Dividend Appreciation ETF made up 0.25% of GWN Securities's portfolio in Q2 2026, its #109 holding.
GWN Securities first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
GWN Securities's Vanguard Dividend Appreciation ETF position peaked at $4.99M in Q1 2025.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.