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

Selective 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 		$436K Buy
1,836
+115
+7% +$26.4K 0.11% 93
2026
Q1 		$388K Hold
1,721
– – 0.12% 91
2025
Q4 		$388K Sell
1,721
-314
-15% -$68.6K 0.12% 75
2025
Q3 		$442K Sell
2,035
-1,279
-39% -$269K 0.14% 66
2025
Q2 		$685K Buy
3,314
+1
+0% +$194 0.25% 43
2025
Q1 		$612K Sell
3,313
-286
-8% -$56.9K 0.27% 49
2024
Q4 		$703K Sell
3,599
-221
-6% -$44.1K 0.29% 46
2024
Q3 		$752K Buy
3,820
+85
+2% +$16.2K 0.31% 46
2024
Q2 		$686K Buy
3,735
+16
+0.4% +$2.88K 0.3% 45
2024
Q1 		$660K Buy
+3,719
New +$653K 0.29% 46
2022
Q4 		– Sell
-845
Closed -$114K – 700
2022
Q3 		$114K Buy
845
+205
+32% +$30.5K 0.05% 189
2022
Q2 		$92K Buy
640
+3
+0.5% +$457 0.03% 228
2022
Q1 		$103K Buy
637
+2
+0.3% +$323 0.04% 203
2021
Q4 		$109K Buy
635
+2
+0.3% +$330 0.04% 187
2021
Q3 		$97K Buy
633
+2
+0.3% +$319 0.05% 190
2021
Q2 		$98K Sell
631
-869
-58% -$133K 0.08% 124
2021
Q1 		$221K Sell
1,500
-338
-18% -$48.1K 0.2% 53
2020
Q4 		$260K Buy
1,838
+47
+3% +$6.37K 0.17% 49
2020
Q3 		$230K Buy
1,791
+5
+0.3% +$629 0.18% 43
2020
Q2 		$209K Buy
1,786
+104
+6% +$11.8K 0.17% 43
2020
Q1 		$174K Hold
1,682
– – 0.27% 22
2019
Q4 		$210K Sell
1,682
-65
-4% -$7.86K 0.25% 24
2019
Q3 		$209K Sell
1,747
-525
-23% -$61.9K 0.29% 30
2019
Q2 		$262K Buy
+2,272
New +$255K 0.42% 29

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Selective Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 6.7% in Q2 2026, buying an estimated $26.4K and bringing the position to 1,836 shares worth $436K. The position accounts for 0.11% of the portfolio, ranked #93.

Selective Wealth Management first reported a position in VIG in Q2 2019 and has held it in 24 quarters since. The position peaked at $752K in Q3 2024. 1,349 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Selective Wealth Management held 1,836 shares of Vanguard Dividend Appreciation ETF worth $436K as of Q2 2026.
  • Selective Wealth Management bought 115 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $26.4K.
  • Vanguard Dividend Appreciation ETF made up 0.11% of Selective Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Selective Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2019 and has held it in 24 quarters since.
  • Selective Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $752K in Q3 2024.
  • 1,349 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.