Rooted Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Rooted Wealth Advisors’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	$3.99M	Buy	16,852 +952	+6%	+$219K	0.98%	27
2026 Q1	$3.61M	Buy	15,900 +1,018	+7%	+$227K	0.95%	29
2025 Q4	$3.37M	Sell	14,882 -42,757	-74%	-$9.34M	0.95%	23
2025 Q3	$12.6M	Buy	57,639 +3,326	+6%	+$698K	3.83%	7
2025 Q2	$11.2M	Buy	54,313 +1,094	+2%	+$212K	3.87%	8
2025 Q1	$9.42M	Buy	53,219 +727	+1%	+$145K	4.06%	8
2024 Q4	$10.2M	Buy	52,492 +5,760	+12%	+$1.15M	4.01%	8
2024 Q3	$9.13M	Buy	46,732 +7,121	+18%	+$1.36M	4.08%	7
2024 Q2	$7.47M	Buy	39,611 +2,490	+7%	+$448K	3.3%	9
2024 Q1	$6.69M	Buy	37,121 +1,288	+4%	+$226K	3.3%	9
2023 Q4	$6.24M	Buy	35,833 +4,222	+13%	+$679K	3.26%	9
2023 Q3	$5.13M	Buy	31,611 +3,783	+14%	+$613K	3.16%	11
2023 Q2	$4.5M	Buy	27,828 +1,081	+4%	+$169K	3.03%	9
2023 Q1	$4.17M	Buy	26,747 +7,528	+39%	+$1.15M	3.09%	8
2022 Q4	$2.92M	Buy	+19,219	New	+$2.86M	2.45%	9

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

Rooted Wealth Advisors's VIG Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 6% in Q2 2026, buying an estimated $219K and bringing the position to 16,852 shares worth $3.99M. The position accounts for 0.98% of the portfolio, ranked #27.

Rooted Wealth Advisors first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.6M in Q3 2025. 2,586 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Rooted Wealth Advisors held 16,852 shares of Vanguard Dividend Appreciation ETF worth $3.99M as of Q2 2026.
Rooted Wealth Advisors bought 952 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $219K.
Vanguard Dividend Appreciation ETF made up 0.98% of Rooted Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Rooted Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
Rooted Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $12.6M in Q3 2025.
2,586 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.