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

Seaside 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	$969K	Buy	4,095 +333	+9%	+$76.5K	0.24%	26
2026 Q1	$809K	Buy	3,762 +15	+0.4%	+$3.34K	0.23%	29
2025 Q4	$824K	Buy	3,747 +29	+0.8%	+$6.34K	0.24%	28
2025 Q3	$802K	Buy	3,718 +16	+0.4%	+$3.36K	0.24%	29
2025 Q2	$758K	Hold	3,702	–	–	0.24%	29
2025 Q1	$718K	Sell	3,702 -33	-0.9%	-$6.56K	0.26%	27
2024 Q4	$731K	Buy	3,735 +32	+0.9%	+$6.39K	0.27%	28
2024 Q3	$733K	Buy	3,703 +18	+0.5%	+$3.43K	0.28%	27
2024 Q2	$673K	Hold	3,685	–	–	0.28%	28
2024 Q1	$673K	Buy	3,685 +15	+0.4%	+$2.63K	0.29%	27
2023 Q4	$625K	Buy	3,670 +38	+1%	+$6.11K	0.29%	26
2023 Q3	$564K	Buy	3,632 +17	+0.5%	+$2.76K	0.29%	26
2023 Q2	$587K	Sell	3,615 -6	-0.2%	-$940	0.3%	27
2023 Q1	$558K	Buy	3,621 +18	+0.5%	+$2.76K	0.34%	26
2022 Q4	$547K	Buy	3,603 +21	+0.6%	+$3.13K	0.36%	26
2022 Q3	$533K	Buy	3,582 +18	+0.5%	+$2.68K	0.37%	26
2022 Q2	$547K	Buy	+3,564	New	+$542K	0.41%	24

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

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

Seaside Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 8.9% in Q2 2026, buying an estimated $76.5K and bringing the position to 4,095 shares worth $969K. The position accounts for 0.24% of the portfolio, ranked #26.

Seaside Wealth Management first reported a position in VIG in Q2 2022 and has held it in 17 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Seaside Wealth Management held 4,095 shares of Vanguard Dividend Appreciation ETF worth $969K as of Q2 2026.
Seaside Wealth Management bought 333 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $76.5K.
Vanguard Dividend Appreciation ETF made up 0.24% of Seaside Wealth Management's portfolio in Q2 2026, its #26 holding.
Seaside Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 17 quarters since.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.