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

Shakespeare 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	$367K	Buy	1,553 +170	+12%	+$39K	0.1%	60
2026 Q1	$297K	Buy	+1,383	New	+$308K	0.07%	82

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

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

Shakespeare Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 12% in Q2 2026, buying an estimated $39K and bringing the position to 1,553 shares worth $367K. The position accounts for 0.1% of the portfolio, ranked #60.

Shakespeare Wealth Management first reported a position in VIG in Q1 2026 and has held it in 2 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Shakespeare Wealth Management held 1,553 shares of Vanguard Dividend Appreciation ETF worth $367K as of Q2 2026.
Shakespeare Wealth Management bought 170 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $39K.
Vanguard Dividend Appreciation ETF made up 0.1% of Shakespeare Wealth Management's portfolio in Q2 2026, its #60 holding.
Shakespeare Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2026 and has held it in 2 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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