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

Quaker 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 		$1.19M Sell
5,032
-590
-10% -$135K 0.35% 27
2026
Q1 		$1.21M Sell
5,622
-275
-5% -$61.3K 0.38% 26
2025
Q4 		$1.3M Buy
5,897
+37
+0.6% +$8.08K 0.41% 25
2025
Q3 		$1.26M Buy
5,860
+29
+0.5% +$6.09K 0.41% 25
2025
Q2 		$1.19M Buy
+5,831
New +$1.13M 0.4% 27
2024
Q3 		$1.19M Buy
+6,001
New +$1.14M 0.44% 25
2024
Q1 		$1.13M Sell
6,206
-175
-3% -$30.7K 0.46% 24
2023
Q4 		$1.09M Buy
6,381
+53
+0.8% +$8.53K 0.49% 21
2023
Q3 		$983K Buy
6,328
+24
+0.4% +$3.89K 0.48% 21
2023
Q2 		$1.02M Buy
6,304
+650
+11% +$102K 0.46% 21
2023
Q1 		$871K Sell
5,654
-197
-3% -$30.2K 0.41% 22
2022
Q4 		$888K Sell
5,851
-48
-0.8% -$7.15K 0.45% 20
2022
Q3 		$797K Sell
5,899
-478
-7% -$71.1K 0.42% 22
2022
Q2 		$915K Buy
6,377
+25
+0.4% +$3.81K 0.46% 17
2022
Q1 		$1.03M Buy
6,352
+22
+0.3% +$3.55K 0.45% 20
2021
Q4 		$1.09M Buy
+6,330
New +$1.04M 0.46% 22
2021
Q1 		$1.03M Buy
6,991
+9
+0.1% +$1.28K 0.48% 26
2020
Q4 		$986K Buy
6,982
+55
+0.8% +$7.45K 0.52% 23
2020
Q3 		$891K Buy
6,927
+25
+0.4% +$3.15K 0.48% 23
2020
Q2 		$809K Buy
6,902
+28
+0.4% +$3.19K 0.48% 28
2020
Q1 		$711K Sell
6,874
-474
-6% -$56.6K 0.51% 25
2019
Q4 		$916K Buy
+7,348
New +$889K 0.54% 27

Other funds holding VIG

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
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
AL
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

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

Quaker Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 10% in Q2 2026, selling an estimated $135K and leaving 5,032 shares worth $1.19M. The position accounts for 0.35% of the portfolio, ranked #27.

Quaker Wealth Management first reported a position in VIG in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.3M in Q4 2025. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Quaker Wealth Management held 5,032 shares of Vanguard Dividend Appreciation ETF worth $1.19M as of Q2 2026.
  • Quaker Wealth Management sold 590 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $135K.
  • Vanguard Dividend Appreciation ETF made up 0.35% of Quaker Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Quaker Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 22 quarters since.
  • Quaker Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.3M in Q4 2025.
  • 984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.