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

Provident 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	$368K	Buy	1,554 +6	+0.4%	+$1.38K	0.09%	62
2026 Q1	$333K	Buy	1,548 +5	+0.3%	+$1.11K	0.1%	58
2025 Q4	$339K	Buy	1,543 +10	+0.7%	+$2.19K	0.1%	55
2025 Q3	$331K	Buy	1,533 +5	+0.3%	+$1.05K	0.1%	60
2025 Q2	$313K	Hold	1,528	–	–	0.1%	58
2025 Q1	$296K	Buy	1,528 +7	+0.5%	+$1.39K	0.1%	59
2024 Q4	$298K	Buy	1,521 +11	+0.7%	+$2.2K	0.1%	60
2024 Q3	$299K	Buy	1,510 +256	+20%	+$48.7K	0.1%	63
2024 Q2	$229K	Hold	1,254	–	–	0.08%	73
2024 Q1	$229K	Buy	1,254 +5	+0.4%	+$878	0.09%	64
2023 Q4	$213K	Buy	+1,249	New	+$201K	0.09%	58
2023 Q2	–	Sell	-1,349	Closed	-$208K	–	100
2023 Q1	$208K	Buy	+1,349	New	+$207K	0.11%	58

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

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

Provident Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.39% in Q2 2026, buying an estimated $1.38K and bringing the position to 1,554 shares worth $368K. The position accounts for 0.09% of the portfolio, ranked #62.

Provident Wealth Management first reported a position in VIG in Q1 2023 and has held it in 12 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Provident Wealth Management held 1,554 shares of Vanguard Dividend Appreciation ETF worth $368K as of Q2 2026.
Provident Wealth Management bought 6 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.38K.
Vanguard Dividend Appreciation ETF made up 0.09% of Provident Wealth Management's portfolio in Q2 2026, its #62 holding.
Provident Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 12 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.