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

Orgel 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	$1.91M	Buy	8,075 +2,320	+40%	+$533K	0.04%	50
2026 Q1	$1.24M	Buy	5,755 +1,031	+22%	+$230K	0.03%	48
2025 Q4	$1.04M	Buy	4,724 +239	+5%	+$52.2K	0.02%	52
2025 Q3	$968K	Buy	4,485 +539	+14%	+$113K	0.02%	52
2025 Q2	$808K	Buy	3,946 +1,808	+85%	+$350K	0.02%	54
2025 Q1	$415K	Buy	2,138 +117	+6%	+$23.3K	0.01%	64
2024 Q4	$396K	Buy	2,021 +654	+48%	+$131K	0.01%	68
2024 Q3	$271K	Buy	1,367 +215	+19%	+$40.9K	0.01%	73
2024 Q2	$210K	Sell	1,152 -410	-26%	-$73.8K	0.01%	76
2024 Q1	$285K	Buy	1,562 +4	+0.3%	+$703	0.01%	68
2023 Q4	$265K	Buy	+1,558	New	+$251K	0.01%	74
2021 Q1	–	Sell	-2,138	Closed	-$302K	–	58
2020 Q4	$302K	Sell	2,138 -504	-19%	-$68.3K	0.06%	35
2020 Q3	$340K	Sell	2,642 -340	-11%	-$42.8K	0.09%	32
2020 Q2	$349K	Sell	2,982 -1,722	-37%	-$196K	0.13%	31
2020 Q1	$486K	Buy	4,704 +1,762	+60%	+$210K	0.19%	21
2019 Q4	$367K	Buy	2,942 +245	+9%	+$29.6K	0.1%	32
2019 Q3	$323K	Hold	2,697	–	–	0.12%	32
2019 Q2	$311K	Buy	2,697 +96	+4%	+$10.8K	0.12%	30
2019 Q1	$285K	Hold	2,601	–	–	0.1%	31
2018 Q4	$255K	Hold	2,601	–	–	0.08%	36
2018 Q3	$288K	Sell	2,601 -1,356	-34%	-$146K	0.13%	30
2018 Q2	$402K	Buy	3,957 +281	+8%	+$28.6K	0.1%	26
2018 Q1	$371K	Sell	3,676 -157	-4%	-$16.3K	0.09%	26
2017 Q4	$391K	Hold	3,833	–	–	0.09%	25
2017 Q3	$363K	Sell	3,833 -1,489	-28%	-$139K	0.13%	13
2017 Q2	$493K	Buy	5,322 +1,382	+35%	+$127K	0.18%	7
2017 Q1	$355K	Hold	3,940	–	–	0.16%	11
2016 Q4	$336K	Hold	3,940	–	–	0.22%	10
2016 Q3	$331K	Hold	3,940	–	–	0.23%	8
2016 Q2	$328K	Buy	3,940 +600	+18%	+$49K	0.14%	12
2016 Q1	$271K	Sell	3,340 -2,556	-43%	-$196K	0.17%	15
2015 Q4	$217K	Buy	+5,896	New	+$460K	0.19%	21

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

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

Orgel Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 40% in Q2 2026, buying an estimated $533K and bringing the position to 8,075 shares worth $1.91M. The position accounts for 0.04% of the portfolio, ranked #50.

Orgel Wealth Management first reported a position in VIG in Q4 2015 and has held it in 32 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Orgel Wealth Management held 8,075 shares of Vanguard Dividend Appreciation ETF worth $1.91M as of Q2 2026.
Orgel Wealth Management bought 2,320 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $533K.
Vanguard Dividend Appreciation ETF made up 0.04% of Orgel Wealth Management's portfolio in Q2 2026, its #50 holding.
Orgel Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and has held it in 32 quarters since.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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