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

Jeppson 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	$439K	Sell	1,857 -140	-7%	-$32.1K	0.13%	154
2026 Q1	$429K	Sell	1,997 -110	-5%	-$24.5K	0.13%	141
2025 Q4	$463K	Hold	2,107	–	–	0.15%	126
2025 Q3	$455K	Hold	2,107	–	–	0.15%	133
2025 Q2	$431K	Sell	2,107 -30	-1%	-$5.82K	0.15%	130
2025 Q1	$415K	Sell	2,137 -40	-2%	-$7.95K	0.15%	132
2024 Q4	$426K	Hold	2,177	–	–	0.15%	128
2024 Q3	$431K	Hold	2,177	–	–	0.15%	129
2024 Q2	$397K	Sell	2,177 -25	-1%	-$4.5K	0.15%	131
2024 Q1	$402K	Sell	2,202 -65	-3%	-$11.4K	0.16%	135
2023 Q4	$386K	Buy	2,267 +50	+2%	+$8.04K	0.16%	132
2023 Q3	$344K	Sell	2,217 -5	-0.2%	-$811	0.16%	133
2023 Q2	$361K	Sell	2,222 -60	-3%	-$9.4K	0.16%	130
2023 Q1	$351K	Sell	2,282 -92	-4%	-$14.1K	0.15%	130
2022 Q4	$360K	Buy	2,374 +346	+17%	+$51.6K	0.15%	127
2022 Q3	$274K	Sell	2,028 -123	-6%	-$18.3K	0.12%	152
2022 Q2	$309K	Buy	+2,151	New	+$327K	0.13%	138

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

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

Jeppson Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7% in Q2 2026, selling an estimated $32.1K and leaving 1,857 shares worth $439K. The position accounts for 0.13% of the portfolio, ranked #154.

Jeppson Wealth Management first reported a position in VIG in Q2 2022 and has held it in 17 quarters since. The position peaked at $463K in Q4 2025. 2,601 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Jeppson Wealth Management held 1,857 shares of Vanguard Dividend Appreciation ETF worth $439K as of Q2 2026.
Jeppson Wealth Management sold 140 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $32.1K.
Vanguard Dividend Appreciation ETF made up 0.13% of Jeppson Wealth Management's portfolio in Q2 2026, its #154 holding.
Jeppson Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 17 quarters since.
Jeppson Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $463K in Q4 2025.
2,601 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.