Schaper Benz & Wise Investment Counsel’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Schaper Benz & Wise Investment Counsel’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	$732K	Buy	3,094 +1,864	+152%	+$428K	0.05%	118
2026 Q1	$265K	Buy	1,230 +1	+0.1%	+$223	0.02%	146
2025 Q4	$270K	Buy	+1,229	New	+$269K	0.02%	143
2024 Q1	–	Sell	-1,593	Closed	-$271K	–	150
2023 Q4	$271K	Hold	1,593	–	–	0.02%	121
2023 Q3	$248K	Buy	+1,593	New	+$258K	0.02%	125
2022 Q1	–	Sell	-1,200	Closed	-$206K	–	153
2021 Q4	$206K	Buy	+1,200	New	+$198K	0.02%	145

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's VIG Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel increased its Vanguard Dividend Appreciation ETF (VIG) stake by 152% in Q2 2026, buying an estimated $428K and bringing the position to 3,094 shares worth $732K. The position accounts for 0.05% of the portfolio, ranked #118.

Schaper Benz & Wise Investment Counsel first reported a position in VIG in Q4 2021 and has held it in 6 quarters since. 1,270 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Schaper Benz & Wise Investment Counsel held 3,094 shares of Vanguard Dividend Appreciation ETF worth $732K as of Q2 2026.
Schaper Benz & Wise Investment Counsel bought 1,864 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $428K.
Vanguard Dividend Appreciation ETF made up 0.05% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #118 holding.
Schaper Benz & Wise Investment Counsel first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 6 quarters since.
1,270 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.