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

Schwallier Wealth Management’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	$565K	Buy	2,389 +8	+0.3%	+$1.84K	0.36%	40
2026 Q1	$512K	Sell	2,381 -666	-22%	-$148K	0.37%	31
2025 Q4	$683K	Sell	3,047 -217	-7%	-$47.4K	0.44%	24
2025 Q3	$704K	Buy	3,264 +165	+5%	+$34.6K	0.44%	23
2025 Q2	$634K	Sell	3,099 -2	-0.1%	-$388	0.39%	24
2025 Q1	$602K	Sell	3,101 -5	-0.2%	-$994	0.44%	26
2024 Q4	$608K	Buy	3,106 +21	+0.7%	+$4.19K	0.46%	20
2024 Q3	$611K	Sell	3,085 -40	-1%	-$7.62K	0.44%	21
2024 Q2	$570K	Sell	3,125 -11,034	-78%	-$1.99M	0.46%	20
2024 Q1	$2.59M	Sell	14,159 -747	-5%	-$131K	2.08%	12
2023 Q4	$2.54M	Buy	+14,906	New	+$2.4M	2.11%	11

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

Schwallier Wealth Management's VIG Position: Q2 2026 in Review

Schwallier Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.34% in Q2 2026, buying an estimated $1.84K and bringing the position to 2,389 shares worth $565K. The position accounts for 0.36% of the portfolio, ranked #40.

Schwallier Wealth Management first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.59M in Q1 2024. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Schwallier Wealth Management held 2,389 shares of Vanguard Dividend Appreciation ETF worth $565K as of Q2 2026.
Schwallier Wealth Management bought 8 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.84K.
Vanguard Dividend Appreciation ETF made up 0.36% of Schwallier Wealth Management's portfolio in Q2 2026, its #40 holding.
Schwallier Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
Schwallier Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $2.59M in Q1 2024.
2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.