Orgel Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
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
HWM
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. 2,603 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.
- 2,603 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.