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

Power 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	$1.67M	Sell	7,067 -487	-6%	-$112K	0.57%	25
2026 Q1	$1.62M	Sell	7,554 -244	-3%	-$54.4K	0.6%	32
2025 Q4	$1.71M	Sell	7,798 -1,021	-12%	-$223K	0.6%	32
2025 Q3	$1.9M	Sell	8,819 -391	-4%	-$82.1K	0.69%	31
2025 Q2	$1.89M	Sell	9,210 -1,065	-10%	-$206K	0.72%	33
2025 Q1	$1.99M	Sell	10,275 -4,168	-29%	-$829K	0.81%	28
2024 Q4	$2.83M	Sell	14,443 -998	-6%	-$199K	1.18%	20
2024 Q3	$3.06M	Sell	15,441 -1,064	-6%	-$203K	1.31%	18
2024 Q2	$3.01M	Sell	16,505 -2,679	-14%	-$482K	1.44%	19
2024 Q1	$3.5M	Sell	19,184 -3,029	-14%	-$532K	2.2%	13
2023 Q4	$3.79M	Buy	+22,213	New	+$3.57M	2.63%	12

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

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

Power Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.4% in Q2 2026, selling an estimated $112K and leaving 7,067 shares worth $1.67M. The position accounts for 0.57% of the portfolio, ranked #25.

Power Wealth Management first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.79M in Q4 2023. 2,602 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Power Wealth Management held 7,067 shares of Vanguard Dividend Appreciation ETF worth $1.67M as of Q2 2026.
Power Wealth Management sold 487 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $112K.
Vanguard Dividend Appreciation ETF made up 0.57% of Power Wealth Management's portfolio in Q2 2026, its #25 holding.
Power Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
Power Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $3.79M in Q4 2023.
2,602 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.