Joseph Group Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Joseph Group Capital 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	$2.29M	Sell	9,666 -341	-3%	-$78.3K	0.48%	48
2026 Q1	$2.15M	Buy	10,007 +1,212	+14%	+$270K	0.54%	43
2025 Q4	$1.93M	Sell	8,795 -57	-0.6%	-$12.5K	0.51%	45
2025 Q3	$1.91M	Sell	8,852 -729	-8%	-$153K	0.54%	44
2025 Q2	$1.96M	Sell	9,581 -479	-5%	-$92.8K	0.66%	42
2025 Q1	$1.95M	Sell	10,060 -621	-6%	-$123K	0.75%	39
2024 Q4	$2.09M	Buy	10,681 +175	+2%	+$34.9K	0.82%	39
2024 Q3	$2.08M	Buy	10,506 +226	+2%	+$43K	0.8%	40
2024 Q2	$1.88M	Buy	10,280 +204	+2%	+$36.7K	0.97%	35
2024 Q1	$1.84M	Buy	10,076 +669	+7%	+$118K	0.92%	37
2023 Q4	$1.6M	Buy	9,407 +189	+2%	+$30.4K	0.93%	28
2023 Q3	$1.43M	Buy	9,218 +309	+3%	+$50.1K	1.03%	26
2023 Q2	$1.45M	Sell	8,909 -775	-8%	-$121K	1.22%	23
2023 Q1	$1.49M	Buy	9,684 +97	+1%	+$14.9K	1.31%	23
2022 Q4	$1.46M	Sell	9,587 -770	-7%	-$115K	1.38%	17
2022 Q3	$1.4M	Sell	10,357 -98	-0.9%	-$14.6K	1.53%	14
2022 Q2	$1.5M	Buy	10,455 +611	+6%	+$93K	1.5%	12
2022 Q1	$1.6M	Sell	9,844 -21	-0.2%	-$3.39K	1.61%	12
2021 Q4	$1.69M	Buy	+9,865	New	+$1.63M	1.63%	14

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

Joseph Group Capital Management's VIG Position: Q2 2026 in Review

Joseph Group Capital Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.4% in Q2 2026, selling an estimated $78.3K and leaving 9,666 shares worth $2.29M. The position accounts for 0.48% of the portfolio, ranked #48.

Joseph Group Capital Management first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Joseph Group Capital Management held 9,666 shares of Vanguard Dividend Appreciation ETF worth $2.29M as of Q2 2026.
Joseph Group Capital Management sold 341 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $78.3K.
Vanguard Dividend Appreciation ETF made up 0.48% of Joseph Group Capital Management's portfolio in Q2 2026, its #48 holding.
Joseph Group Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.