Redwood Financial Network’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Redwood Financial Network’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	$241K	Buy	1,017 +7	+0.7%	+$1.61K	0.13%	165
2026 Q1	$217K	Hold	1,010	–	–	0.14%	160
2025 Q4	$222K	Buy	1,010 +4	+0.4%	+$874	0.14%	160
2025 Q3	$217K	Buy	1,006 +11	+1%	+$2.31K	0.14%	162
2025 Q2	$204K	Buy	+995	New	+$193K	0.14%	167

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

Redwood Financial Network's VIG Position: Q2 2026 in Review

Redwood Financial Network increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.69% in Q2 2026, buying an estimated $1.61K and bringing the position to 1,017 shares worth $241K. The position accounts for 0.13% of the portfolio, ranked #165.

Redwood Financial Network first reported a position in VIG in Q2 2025 and has held it in 5 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Redwood Financial Network held 1,017 shares of Vanguard Dividend Appreciation ETF worth $241K as of Q2 2026.
Redwood Financial Network bought 7 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.61K.
Vanguard Dividend Appreciation ETF made up 0.13% of Redwood Financial Network's portfolio in Q2 2026, its #165 holding.
Redwood Financial Network first reported a position in Vanguard Dividend Appreciation ETF in Q2 2025 and has held it in 5 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.