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

JGP 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	$772K	Sell	3,264 -5	-0.2%	-$1.15K	0.07%	124
2026 Q1	$703K	Buy	3,269 +35	+1%	+$7.8K	0.07%	122
2025 Q4	$711K	Sell	3,234 -15	-0.5%	-$3.28K	0.07%	127
2025 Q3	$705K	Sell	3,249 -152	-4%	-$31.9K	0.08%	121
2025 Q2	$696K	Sell	3,401 -332	-9%	-$64.3K	0.08%	118
2025 Q1	$724K	Buy	3,733 +225	+6%	+$44.7K	0.1%	109
2024 Q4	$687K	Buy	3,508 +6	+0.2%	+$1.2K	0.09%	115
2024 Q3	$694K	Buy	3,502 +51	+1%	+$9.71K	0.09%	113
2024 Q2	$630K	Sell	3,451 -947	-22%	-$170K	0.09%	112
2024 Q1	$803K	Sell	4,398 -2,343	-35%	-$412K	0.12%	95
2023 Q4	$1.15M	Sell	6,741 -12,559	-65%	-$2.02M	0.17%	80
2023 Q3	$3M	Sell	19,300 -1,914	-9%	-$310K	0.5%	47
2023 Q2	$3.45M	Buy	21,214 +1,997	+10%	+$313K	0.56%	45
2023 Q1	$2.96M	Sell	19,217 -47	-0.2%	-$7.2K	0.52%	47
2022 Q4	$2.93M	Buy	19,264 +678	+4%	+$101K	0.54%	48
2022 Q3	$2.55M	Buy	18,586 +1,218	+7%	+$181K	0.54%	49
2022 Q2	$2.52M	Buy	17,368 +501	+3%	+$76.3K	0.51%	51
2022 Q1	$2.74M	Buy	16,867 +1,512	+10%	+$244K	0.51%	49
2021 Q4	$2.62M	Buy	15,355 +349	+2%	+$57.5K	0.49%	49
2021 Q3	$2.31M	Buy	15,006 +493	+3%	+$78.6K	0.5%	47
2021 Q2	$2.25M	Sell	14,513 -18,659	-56%	-$2.86M	0.48%	49
2021 Q1	$4.88M	Buy	33,172 +1,740	+6%	+$248K	1.09%	35
2020 Q4	$4.44M	Buy	31,432 +527	+2%	+$71.4K	1.03%	37
2020 Q3	$4.05M	Buy	30,905 +142	+0.5%	+$17.9K	1.08%	37
2020 Q2	$3.66M	Buy	30,763 +18,979	+161%	+$2.16M	1.08%	36
2020 Q1	$1.31M	Buy	11,784 +1,300	+12%	+$155K	0.47%	53
2019 Q4	$1.31M	Buy	10,484 +174	+2%	+$21.1K	0.39%	63
2019 Q3	$1.2M	Buy	10,310 +136	+1%	+$16K	0.42%	64
2019 Q2	$1.17M	Buy	10,174 +531	+6%	+$59.6K	0.42%	66
2019 Q1	$1.06M	Buy	9,643 +1,927	+25%	+$203K	0.4%	67
2018 Q4	$756K	Buy	7,716 +1,649	+27%	+$172K	0.31%	76
2018 Q3	$674K	Buy	6,067 +2,012	+50%	+$216K	0.27%	81
2018 Q2	$412K	Buy	+4,055	New	+$413K	0.17%	90

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

JGP Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.15% in Q2 2026, selling an estimated $1.15K and leaving 3,264 shares worth $772K. The position accounts for 0.07% of the portfolio, ranked #124.

JGP Wealth Management first reported a position in VIG in Q2 2018 and has held it in 33 quarters since. The position peaked at $4.88M in Q1 2021. 1,073 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

JGP Wealth Management held 3,264 shares of Vanguard Dividend Appreciation ETF worth $772K as of Q2 2026.
JGP Wealth Management sold 5 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.15K.
Vanguard Dividend Appreciation ETF made up 0.07% of JGP Wealth Management's portfolio in Q2 2026, its #124 holding.
JGP Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2018 and has held it in 33 quarters since.
JGP Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $4.88M in Q1 2021.
1,073 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.