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

Moulton 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	$1.23M	Buy	+5,211	New	+$1.2M	0.81%	26
2025 Q2	–	Sell	-2,900	Closed	-$563K	–	42
2025 Q1	$563K	Sell	2,900 -729	-20%	-$145K	0.43%	30
2024 Q4	$711K	Sell	3,629 -4,004	-52%	-$799K	0.55%	30
2024 Q3	$1.51M	Sell	7,633 -8,454	-53%	-$1.61M	1.26%	19
2024 Q2	$2.97M	Buy	16,087 +274	+2%	+$49.3K	2.69%	10
2024 Q1	$2.89M	Buy	15,813 +7,962	+101%	+$1.4M	3.03%	8
2023 Q4	$1.33M	Sell	7,851 -2	-0%	-$322	1.71%	8
2023 Q3	$1.23M	Sell	7,853 -307	-4%	-$49.8K	1.81%	9
2023 Q2	$1.33M	Sell	8,160 -217	-3%	-$34K	2.35%	8
2023 Q1	$1.3M	Sell	8,377 -48	-0.6%	-$7.35K	2.86%	6
2022 Q4	$1.31M	Sell	8,425 -72	-0.8%	-$10.7K	4.48%	6
2022 Q3	$1.15M	Sell	8,497 -911	-10%	-$136K	7.22%	5
2022 Q2	$1.53M	Hold	9,408	–	–	1.59%	11
2022 Q1	$1.53M	Sell	9,408 -20,719	-69%	-$3.34M	1.59%	11
2021 Q4	$5.19M	Buy	30,127 +5,348	+22%	+$881K	3.8%	9
2021 Q3	$3.84M	Buy	24,779 +16,723	+208%	+$2.66M	2.87%	11
2021 Q2	$1.25M	Buy	+8,056	New	+$1.24M	0.91%	24

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

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

Moulton Wealth Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 5,211 shares worth $1.23M. The stake represents 0.81% of the portfolio and ranks #26 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in VIG as recently as Q1 2025.

Moulton Wealth Management first reported a position in VIG in Q2 2021 and has held it in 17 quarters since. The position peaked at $5.19M in Q4 2021. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Moulton Wealth Management held 5,211 shares of Vanguard Dividend Appreciation ETF worth $1.23M as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Moulton Wealth Management position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.81% of Moulton Wealth Management's portfolio in Q2 2026, its #26 holding.
Moulton Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 17 quarters since.
Moulton Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $5.19M in Q4 2021.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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