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

Level 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	$420K	Hold	1,774	–	–	0.17%	42
2026 Q1	$381K	Hold	1,774	–	–	0.18%	43
2025 Q4	$390K	Buy	1,774 +5	+0.3%	+$1.09K	0.2%	38
2025 Q3	$382K	Sell	1,769 -22	-1%	-$4.62K	0.2%	42
2025 Q2	$367K	Hold	1,791	–	–	0.21%	45
2025 Q1	$347K	Sell	1,791 -72	-4%	-$14.3K	0.23%	38
2024 Q4	$365K	Buy	+1,863	New	+$372K	0.26%	36

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

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

Level Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,774 shares worth $420K. The position accounts for 0.17% of the portfolio, ranked #42.

Level Wealth Management first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Level Wealth Management held 1,774 shares of Vanguard Dividend Appreciation ETF worth $420K as of Q2 2026.
Level Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.17% of Level Wealth Management's portfolio in Q2 2026, its #42 holding.
Level Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.