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

Riverbend 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	$764K	Sell	3,229 -93	-3%	-$21.4K	0.38%	72
2026 Q1	$714K	Buy	3,322 +99	+3%	+$22.1K	0.41%	68
2025 Q4	$708K	Buy	3,223 +7	+0.2%	+$1.53K	0.44%	66
2025 Q3	$694K	Sell	3,216 -68	-2%	-$14.3K	0.48%	55
2025 Q2	$672K	Buy	+3,284	New	+$636K	0.51%	52
2025 Q1	–	Sell	-1,020	Closed	-$200K	–	124
2024 Q4	$200K	Buy	+1,020	New	+$204K	0.18%	113

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Riverbend Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.8% in Q2 2026, selling an estimated $21.4K and leaving 3,229 shares worth $764K. The position accounts for 0.38% of the portfolio, ranked #72.

Riverbend Wealth Management first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. 1,406 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Riverbend Wealth Management held 3,229 shares of Vanguard Dividend Appreciation ETF worth $764K as of Q2 2026.
Riverbend Wealth Management sold 93 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $21.4K.
Vanguard Dividend Appreciation ETF made up 0.38% of Riverbend Wealth Management's portfolio in Q2 2026, its #72 holding.
Riverbend Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
1,406 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.