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Members Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Members Wealth’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 		$2.11M Sell
8,909
-351
-4% -$80.6K 1.16% 22
2026
Q1 		$2.1M Buy
9,260
+6
+0.1% +$1.34K 1.26% 22
2025
Q4 		$2.08M Sell
9,254
-402
-4% -$87.8K 1.3% 20
2025
Q3 		$2.09M Buy
+9,656
New +$2.03M 1.33% 23
2025
Q1 		$1.98M Buy
10,184
+712
+8% +$142K 1.49% 17
2024
Q4 		$1.93M Buy
+9,472
New +$1.89M 1.44% 17
2024
Q2 		$2.09M Buy
+10,127
New +$1.82M 1.4% 18

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Members Wealth's VIG Position: Q2 2026 in Review

Members Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.8% in Q2 2026, selling an estimated $80.6K and leaving 8,909 shares worth $2.11M. The position accounts for 1.16% of the portfolio, ranked #22.

Members Wealth first reported a position in VIG in Q2 2024 and has held it in 7 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Members Wealth held 8,909 shares of Vanguard Dividend Appreciation ETF worth $2.11M as of Q2 2026.
  • Members Wealth sold 351 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $80.6K.
  • Vanguard Dividend Appreciation ETF made up 1.16% of Members Wealth's portfolio in Q2 2026, its #22 holding.
  • Members Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 7 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.