Secure Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Secure Asset 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	$1.28M	Hold	5,423	–	–	0.18%	119
2026 Q1	$1.17M	Hold	5,423	–	–	0.18%	119
2025 Q4	$1.19M	Sell	5,423 -201	-4%	-$43.9K	0.19%	119
2025 Q3	$1.22M	Sell	5,624 -335	-6%	-$70.3K	0.2%	116
2025 Q2	$1.22M	Buy	5,959 +690	+13%	+$134K	0.22%	111
2025 Q1	$1.02M	Sell	5,269 -13,635	-72%	-$2.71M	0.2%	121
2024 Q4	$3.7M	Buy	18,904 +512	+3%	+$102K	0.56%	35
2024 Q3	$3.64M	Buy	18,392 +2,406	+15%	+$458K	0.61%	31
2024 Q2	$2.92M	Sell	15,986 -3,317	-17%	-$597K	0.55%	36
2024 Q1	$3.52M	Sell	19,303 -5,340	-22%	-$938K	0.83%	22
2023 Q4	$4.2M	Sell	24,643 -415	-2%	-$66.8K	1.13%	13
2023 Q3	$3.89M	Sell	25,058 -543	-2%	-$88K	1.16%	16
2023 Q2	$4.16M	Buy	25,601 +13,570	+113%	+$2.13M	1.26%	12
2023 Q1	$1.85M	Sell	12,031 -271	-2%	-$41.5K	0.62%	43
2022 Q4	$1.87M	Sell	12,302 -193	-2%	-$28.8K	0.67%	33
2022 Q3	$1.69M	Sell	12,495 -322	-3%	-$47.9K	0.95%	13
2022 Q2	$1.84M	Sell	12,817 -464	-3%	-$70.6K	1.02%	17
2022 Q1	$2.15M	Sell	13,281 -1,913	-13%	-$309K	0.97%	16
2021 Q4	$2.61M	Buy	15,194 +2,116	+16%	+$349K	1.06%	14
2021 Q3	$2.01M	Buy	13,078 +358	+3%	+$57K	0.99%	20
2021 Q2	$1.97M	Buy	12,720 +657	+5%	+$101K	1%	19
2021 Q1	$1.77M	Buy	12,063 +1,536	+15%	+$219K	0.99%	20
2020 Q4	$1.49M	Buy	10,527 +502	+5%	+$68K	0.88%	24
2020 Q3	$1.29M	Sell	10,025 -297	-3%	-$37.4K	0.88%	25
2020 Q2	$1.21M	Sell	10,322 -296	-3%	-$33.7K	0.85%	28
2020 Q1	$1.1M	Sell	10,618 -329	-3%	-$39.3K	1.18%	21
2019 Q4	$1.36M	Buy	+10,947	New	+$1.32M	0.96%	25

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

Secure Asset Management's VIG Position: Q2 2026 in Review

Secure Asset Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 5,423 shares worth $1.28M. The position accounts for 0.18% of the portfolio, ranked #119.

Secure Asset Management first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.2M in Q4 2023. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Secure Asset Management held 5,423 shares of Vanguard Dividend Appreciation ETF worth $1.28M as of Q2 2026.
Secure Asset Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.18% of Secure Asset Management's portfolio in Q2 2026, its #119 holding.
Secure Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
Secure Asset Management's Vanguard Dividend Appreciation ETF position peaked at $4.2M in Q4 2023.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.