RWIA
VIG icon

Roger Wittlin Investment Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Roger Wittlin Investment Advisory’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 		$1.1M Buy
4,639
+22
+0.5% +$5.05K 0.86% 20
2026
Q1 		$993K Sell
4,617
-2,987
-39% -$666K 0.81% 22
2025
Q4 		$1.67M Sell
7,604
-878
-10% -$192K 1.17% 14
2025
Q3 		$1.83M Sell
8,482
-52
-0.6% -$10.9K 1.02% 18
2025
Q2 		$1.75M Sell
8,534
-56
-0.7% -$10.9K 0.97% 19
2025
Q1 		$1.67M Buy
8,590
+7
+0.1% +$1.39K 0.98% 20
2024
Q4 		$1.68M Buy
8,583
+74
+0.9% +$14.8K 0.94% 20
2024
Q3 		$1.69M Sell
8,509
-97
-1% -$18.5K 0.97% 19
2024
Q2 		$1.57M Sell
8,606
-4,018
-32% -$723K 1.01% 20
2024
Q1 		$2.31M Sell
12,624
-5,161
-29% -$907K 1.62% 16
2023
Q4 		$3.03M Buy
17,785
+182
+1% +$29.3K 2.24% 15
2023
Q3 		$2.74M Sell
17,603
-346
-2% -$56.1K 2.32% 14
2023
Q2 		$2.92M Buy
17,949
+1,439
+9% +$225K 2.36% 14
2023
Q1 		$2.54M Buy
16,510
+361
+2% +$55.3K 2.27% 15
2022
Q4 		$2.45M Buy
16,149
+13,730
+568% +$2.05M 2.45% 16
2022
Q3 		$326K Sell
2,419
-36,736
-94% -$5.47M 8.86% 4
2022
Q2 		$5.62M Buy
39,155
+20
+0.1% +$3.04K 5.54% 8
2022
Q1 		$6.35M Buy
+39,135
New +$6.31M 5.84% 6

Other funds holding VIG

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
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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Roger Wittlin Investment Advisory's VIG Position: Q2 2026 in Review

Roger Wittlin Investment Advisory increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.48% in Q2 2026, buying an estimated $5.05K and bringing the position to 4,639 shares worth $1.1M. The position accounts for 0.86% of the portfolio, ranked #20.

Roger Wittlin Investment Advisory first reported a position in VIG in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.35M in Q1 2022. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Roger Wittlin Investment Advisory held 4,639 shares of Vanguard Dividend Appreciation ETF worth $1.1M as of Q2 2026.
  • Roger Wittlin Investment Advisory bought 22 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $5.05K.
  • Vanguard Dividend Appreciation ETF made up 0.86% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #20 holding.
  • Roger Wittlin Investment Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 18 quarters since.
  • Roger Wittlin Investment Advisory's Vanguard Dividend Appreciation ETF position peaked at $6.35M in Q1 2022.
  • 984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.