RWMH
VIG icon

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

Riverpoint Wealth Management Holdings’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 		$4.54M Buy
19,205
+57
+0.3% +$13.1K 0.83% 15
2026
Q1 		$4.12M Buy
19,148
+52
+0.3% +$11.6K 0.88% 14
2025
Q4 		$4.2M Buy
19,096
+150
+0.8% +$32.8K 0.9% 14
2025
Q3 		$4.09M Sell
18,946
-22
-0.1% -$4.62K 0.9% 14
2025
Q2 		$3.88M Sell
18,968
-41
-0.2% -$7.95K 0.91% 13
2025
Q1 		$3.69M Buy
19,009
+68
+0.4% +$13.5K 0.95% 15
2024
Q4 		$3.71M Buy
18,941
+20
+0.1% +$3.99K 0.97% 15
2024
Q3 		$3.75M Sell
18,921
-709
-4% -$135K 0.96% 15
2024
Q2 		$3.58M Sell
19,630
-451
-2% -$81.2K 0.99% 15
2024
Q1 		$3.67M Sell
20,081
-12
-0.1% -$2.11K 1.02% 15
2023
Q4 		$3.42M Buy
20,093
+172
+0.9% +$27.7K 1.01% 15
2023
Q3 		$3.1M Buy
19,921
+61
+0.3% +$9.89K 1.02% 14
2023
Q2 		$3.23M Hold
19,860
– – 1.02% 14
2023
Q1 		$3.06M Buy
19,860
+18
+0.1% +$2.76K 1.06% 13
2022
Q4 		$3.01M Buy
19,842
+80
+0.4% +$11.9K 1.11% 13
2022
Q3 		$2.67M Buy
19,762
+70
+0.4% +$10.4K 1.14% 13
2022
Q2 		$2.83M Buy
19,692
+67
+0.3% +$10.2K 1.14% 13
2022
Q1 		$3.18M Buy
19,625
+69
+0.4% +$11.1K 1.1% 13
2021
Q4 		$3.36M Sell
19,556
-405
-2% -$66.8K 1.14% 13
2021
Q3 		$3.07M Buy
19,961
+73
+0.4% +$11.6K 1.08% 13
2021
Q2 		$3.08M Buy
19,888
+71
+0.4% +$10.9K 0.85% 19
2021
Q1 		$2.92M Buy
19,817
+57
+0.3% +$8.11K 0.88% 19
2020
Q4 		$2.79M Sell
19,760
-690
-3% -$93.5K 0.88% 19
2020
Q3 		$2.63M Buy
20,450
+84
+0.4% +$10.6K 0.96% 18
2020
Q2 		$2.39M Hold
20,366
– – 0.93% 19
2020
Q1 		$2.11M Buy
20,366
+258
+1% +$30.8K 1.03% 19
2019
Q4 		$2.51M Buy
20,108
+78
+0.4% +$9.44K 1% 18
2019
Q3 		$2.4M Buy
20,030
+75
+0.4% +$8.85K 1.06% 17
2019
Q2 		$2.3M Buy
19,955
+1,375
+7% +$154K 1.05% 17
2019
Q1 		$2.04M Sell
18,580
-1,233
-6% -$130K 0.98% 17
2018
Q4 		$1.94M Sell
19,813
-767
-4% -$80K 1.08% 17
2018
Q3 		$2.28M Buy
20,580
+93
+0.5% +$10K 1.16% 13
2018
Q2 		$2.08M Buy
20,487
+1
+0% +$102 1.16% 14
2018
Q1 		$2.07M Buy
20,486
+63
+0.3% +$6.53K 1.25% 14
2017
Q4 		$2.08M Buy
20,423
+91
+0.4% +$8.96K 1.3% 13
2017
Q3 		$1.94M Sell
20,332
-510
-2% -$47.6K 1.27% 14
2017
Q2 		$1.93M Sell
20,842
-232
-1% -$21.3K 1.36% 12
2017
Q1 		$1.88M Buy
21,074
+83
+0.4% +$7.36K 1.42% 12
2016
Q4 		$1.81M Buy
+20,991
New +$1.77M 1.47% 11

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Riverpoint Wealth Management Holdings's VIG Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.3% in Q2 2026, buying an estimated $13.1K and bringing the position to 19,205 shares worth $4.54M. The position accounts for 0.83% of the portfolio, ranked #15.

Riverpoint Wealth Management Holdings first reported a position in VIG in Q4 2016 and has held it in 39 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Riverpoint Wealth Management Holdings held 19,205 shares of Vanguard Dividend Appreciation ETF worth $4.54M as of Q2 2026.
  • Riverpoint Wealth Management Holdings bought 57 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $13.1K.
  • Vanguard Dividend Appreciation ETF made up 0.83% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #15 holding.
  • Riverpoint Wealth Management Holdings first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 39 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.