RMR Wealth Builders’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

RMR Wealth Builders’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	$346K	Buy	1,460 +4	+0.3%	+$918	0.02%	234
2026 Q1	$313K	Buy	1,456 +3	+0.2%	+$669	0.02%	226
2025 Q4	$319K	Buy	1,453 +458	+46%	+$100K	0.03%	224
2025 Q3	$216K	Sell	995 -38	-4%	-$7.98K	0.02%	266
2025 Q2	$212K	Buy	+1,033	New	+$200K	0.02%	270
2021 Q2	–	Sell	-273	Closed	-$40K	–	688
2021 Q1	$40K	Buy	273 +115	+73%	+$16.4K	0.01%	399
2020 Q4	$22K	Buy	+158	New	+$21.4K	0.01%	344

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

RMR Wealth Builders's VIG Position: Q2 2026 in Review

RMR Wealth Builders increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.27% in Q2 2026, buying an estimated $918 and bringing the position to 1,460 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #234.

RMR Wealth Builders first reported a position in VIG in Q4 2020 and has held it in 7 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

RMR Wealth Builders held 1,460 shares of Vanguard Dividend Appreciation ETF worth $346K as of Q2 2026.
RMR Wealth Builders bought 4 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $918.
Vanguard Dividend Appreciation ETF made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #234 holding.
RMR Wealth Builders first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 7 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.