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

Rialto 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	$18K	Buy	+76	New	+$17.5K	﹤0.01%	446
2025 Q4	–	Sell	-491	Closed	-$106K	–	1812
2025 Q3	$106K	Sell	491 -4	-0.8%	-$840	0.03%	197
2025 Q2	$101K	Sell	495 -336	-40%	-$65.1K	0.03%	198
2025 Q1	$161K	Hold	831	–	–	0.05%	161
2024 Q4	$163K	Buy	+831	New	+$166K	0.05%	159

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

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

Rialto Wealth Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 76 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #446 among its holdings. This is a return to the name: Rialto Wealth Management previously reported a position in VIG as recently as Q3 2025.

Rialto Wealth Management first reported a position in VIG in Q4 2024 and has held it in 5 quarters since. The position peaked at $163K in Q4 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Rialto Wealth Management held 76 shares of Vanguard Dividend Appreciation ETF worth $18K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Rialto Wealth Management position in Q2 2026.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #446 holding.
Rialto Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 5 quarters since.
Rialto Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $163K in Q4 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.