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

Sard Wealth Management Group’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	$5.5M	Buy	23,241 +142	+0.6%	+$32.6K	2.63%	10
2026 Q1	$4.97M	Sell	23,099 -53	-0.2%	-$11.8K	2.7%	10
2025 Q4	$5.09M	Buy	23,152 +599	+3%	+$131K	2.79%	9
2025 Q3	$4.87M	Buy	22,553 +269	+1%	+$56.5K	2.78%	9
2025 Q2	$4.56M	Sell	22,284 -42	-0.2%	-$8.14K	2.81%	9
2025 Q1	$4.33M	Buy	22,326 +28	+0.1%	+$5.57K	2.9%	9
2024 Q4	$4.37M	Buy	22,298 +265	+1%	+$52.9K	2.93%	9
2024 Q3	$4.36M	Buy	22,033 +194	+0.9%	+$36.9K	2.88%	9
2024 Q2	$3.99M	Buy	21,839 +3,484	+19%	+$627K	2.8%	9
2024 Q1	$3.35M	Buy	18,355 +826	+5%	+$145K	3.03%	10
2023 Q4	$2.99M	Buy	+17,529	New	+$2.82M	3.02%	10

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

Sard Wealth Management Group's VIG Position: Q2 2026 in Review

Sard Wealth Management Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.61% in Q2 2026, buying an estimated $32.6K and bringing the position to 23,241 shares worth $5.5M. The position accounts for 2.63% of the portfolio, ranked #10.

Sard Wealth Management Group first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Sard Wealth Management Group held 23,241 shares of Vanguard Dividend Appreciation ETF worth $5.5M as of Q2 2026.
Sard Wealth Management Group bought 142 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $32.6K.
Vanguard Dividend Appreciation ETF made up 2.63% of Sard Wealth Management Group's portfolio in Q2 2026, its #10 holding.
Sard Wealth Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.