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

Rockline 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	$243K	Buy	1,029 +9	+0.9%	+$2.07K	0.05%	95
2026 Q1	$219K	Hold	1,020	–	–	0.05%	97
2025 Q4	$224K	Hold	1,020	–	–	0.05%	94
2025 Q3	$220K	Sell	1,020 -925	-48%	-$194K	0.05%	96
2025 Q2	$398K	Sell	1,945 -35	-2%	-$6.78K	0.09%	71
2025 Q1	$384K	Sell	1,980 -29	-1%	-$5.77K	0.11%	71
2024 Q4	$393K	Sell	2,009 -64	-3%	-$12.8K	0.11%	74
2024 Q3	$411K	Sell	2,073 -31	-1%	-$5.9K	0.12%	73
2024 Q2	$384K	Buy	2,104 +48	+2%	+$8.64K	0.12%	73
2024 Q1	$375K	Buy	2,056 +267	+15%	+$46.9K	0.13%	73
2023 Q4	$305K	Buy	+1,789	New	+$288K	0.13%	77

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

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

Rockline Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.88% in Q2 2026, buying an estimated $2.07K and bringing the position to 1,029 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #95.

Rockline Wealth Management first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $411K in Q3 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Rockline Wealth Management held 1,029 shares of Vanguard Dividend Appreciation ETF worth $243K as of Q2 2026.
Rockline Wealth Management bought 9 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.07K.
Vanguard Dividend Appreciation ETF made up 0.05% of Rockline Wealth Management's portfolio in Q2 2026, its #95 holding.
Rockline Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
Rockline Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $411K in Q3 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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