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

Ritholtz 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 		$3.37M Buy
14,259
+420
+3% +$96.4K 0.05% 277
2026
Q1 		$2.98M Buy
13,839
+460
+3% +$103K 0.05% 277
2025
Q4 		$2.94M Sell
13,379
-8
-0.1% -$1.75K 0.05% 261
2025
Q3 		$2.89M Buy
13,387
+231
+2% +$48.5K 0.06% 241
2025
Q2 		$2.69M Buy
13,156
+68
+0.5% +$13.2K 0.06% 222
2025
Q1 		$2.54M Sell
13,088
-26
-0.2% -$5.17K 0.08% 194
2024
Q4 		$2.57M Buy
13,114
+1,760
+16% +$351K 0.08% 184
2024
Q3 		$2.25M Sell
11,354
-639
-5% -$122K 0.07% 206
2024
Q2 		$2.19M Sell
11,993
-256
-2% -$46.1K 0.07% 187
2024
Q1 		$2.24M Buy
12,249
+877
+8% +$154K 0.08% 178
2023
Q4 		$1.94M Sell
11,372
-438
-4% -$70.5K 0.08% 173
2023
Q3 		$1.84M Buy
11,810
+423
+4% +$68.6K 0.08% 155
2023
Q2 		$1.85M Buy
11,387
+1,680
+17% +$263K 0.08% 153
2023
Q1 		$1.49M Sell
9,707
-3,204
-25% -$491K 0.07% 174
2022
Q4 		$1.96M Sell
12,911
-2,543
-16% -$379K 0.11% 129
2022
Q3 		$2.09M Buy
15,454
+2,085
+16% +$310K 0.11% 130
2022
Q2 		$1.92M Buy
13,369
+127
+1% +$19.3K 0.12% 98
2022
Q1 		$2.15M Sell
13,242
-48
-0.4% -$7.74K 0.15% 85
2021
Q4 		$2.28M Buy
13,290
+162
+1% +$26.7K 0.14% 70
2021
Q3 		$2.02M Buy
13,128
+276
+2% +$44K 0.14% 73
2021
Q2 		$1.99M Buy
12,852
+354
+3% +$54.3K 0.14% 71
2021
Q1 		$1.84M Sell
12,498
-2,048
-14% -$291K 0.15% 67
2020
Q4 		$2.05M Hold
14,546
– – 0.2% 55
2020
Q3 		$1.87M Buy
14,546
+9,440
+185% +$1.19M 0.21% 47
2020
Q2 		$598K Buy
5,106
+40
+0.8% +$4.55K 0.08% 96
2020
Q1 		$524K Sell
5,066
-804
-14% -$95.9K 0.08% 72
2019
Q4 		$732K Sell
5,870
-132
-2% -$16K 0.11% 67
2019
Q3 		$718K Buy
6,002
+465
+8% +$54.9K 0.12% 60
2019
Q2 		$638K Sell
5,537
-190
-3% -$21.3K 0.11% 61
2019
Q1 		$628K Sell
5,727
-551
-9% -$58.1K 0.12% 65
2018
Q4 		$615K Buy
6,278
+537
+9% +$56K 0.14% 56
2018
Q3 		$636K Sell
5,741
-33
-0.6% -$3.55K 0.16% 51
2018
Q2 		$587K Sell
5,774
-103
-2% -$10.5K 0.16% 52
2018
Q1 		$594K Sell
5,877
-9,667
-62% -$1M 0.17% 51
2017
Q4 		$1.59M Buy
15,544
+1,081
+7% +$106K 0.47% 24
2017
Q3 		$1.37M Sell
14,463
-99
-0.7% -$9.24K 0.51% 20
2017
Q2 		$1.35M Buy
+14,562
New +$1.34M 0.57% 20
2016
Q4 		$403K Buy
+4,729
New +$398K 0.21% 49

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Ritholtz Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3% in Q2 2026, buying an estimated $96.4K and bringing the position to 14,259 shares worth $3.37M. The position accounts for 0.05% of the portfolio, ranked #277.

Ritholtz Wealth Management first reported a position in VIG in Q4 2016 and has held it in 38 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Ritholtz Wealth Management held 14,259 shares of Vanguard Dividend Appreciation ETF worth $3.37M as of Q2 2026.
  • Ritholtz Wealth Management bought 420 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $96.4K.
  • Vanguard Dividend Appreciation ETF made up 0.05% of Ritholtz Wealth Management's portfolio in Q2 2026, its #277 holding.
  • Ritholtz Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 38 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.