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

Sax 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	$15.6M	Buy	72,700 +27,402	+60%	+$6.29M	0.64%	29
2026 Q1	$9.96M	Hold	45,298	–	–	0.48%	33
2025 Q4	$9.96M	Buy	45,298 +29,995	+196%	+$6.55M	0.47%	35
2025 Q3	$3.3M	Sell	15,303 -594	-4%	-$125K	0.18%	79
2025 Q2	$3.25M	Buy	15,897 +1,028	+7%	+$199K	0.2%	74
2025 Q1	$2.88M	Buy	14,869 +238	+2%	+$47.3K	0.21%	72
2024 Q4	$2.87M	Buy	14,631 +621	+4%	+$124K	0.22%	58
2024 Q3	$2.77M	Buy	14,010 +29	+0.2%	+$5.52K	0.25%	52
2024 Q2	$2.55M	Sell	13,981 -1,515	-10%	-$273K	0.24%	54
2024 Q1	$2.83M	Buy	15,496 +1,469	+10%	+$258K	0.33%	37
2023 Q4	$2.39M	Buy	14,027 +3	+0%	+$483	0.39%	47
2023 Q3	$2.18M	Buy	14,024 +816	+6%	+$132K	0.43%	43
2023 Q2	$2.15M	Buy	13,208 +888	+7%	+$139K	0.43%	42
2023 Q1	$1.9M	Buy	12,320 +241	+2%	+$36.9K	0.41%	44
2022 Q4	$1.83M	Sell	12,079 -1,610	-12%	-$240K	0.42%	42
2022 Q3	$1.85M	Buy	13,689 +1	+0%	+$149	0.48%	40
2022 Q2	$1.96M	Sell	13,688 -298	-2%	-$45.4K	0.5%	37
2022 Q1	$2.27M	Sell	13,986 -589	-4%	-$95K	0.55%	37
2021 Q4	$2.5M	Buy	14,575 +762	+6%	+$126K	0.52%	38
2021 Q3	$2.12M	Sell	13,813 -77	-0.6%	-$12.3K	0.5%	40
2021 Q2	$2.15M	Sell	13,890 -12,039	-46%	-$1.85M	0.74%	36
2021 Q1	$3.81M	Buy	25,929 +14,278	+123%	+$2.03M	1.4%	19
2020 Q4	$1.65M	Buy	+11,651	New	+$1.58M	0.76%	38

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

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

Sax Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 60% in Q2 2026, buying an estimated $6.29M and bringing the position to 72,700 shares worth $15.6M. The position accounts for 0.64% of the portfolio, ranked #29.

Sax Wealth Advisors first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Sax Wealth Advisors held 72,700 shares of Vanguard Dividend Appreciation ETF worth $15.6M as of Q2 2026.
Sax Wealth Advisors bought 27,402 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $6.29M.
Vanguard Dividend Appreciation ETF made up 0.64% of Sax Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Sax Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.