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

Sheets Smith 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	$5.56M	Buy	23,485 +15	+0.1%	+$3.44K	0.56%	47
2026 Q1	$5.05M	Buy	23,470 +112	+0.5%	+$25K	0.57%	44
2025 Q4	$5.13M	Sell	23,358 -152	-0.6%	-$33.2K	0.56%	42
2025 Q3	$5.07M	Sell	23,510 -232	-1%	-$48.7K	0.57%	42
2025 Q2	$4.86M	Sell	23,742 -30	-0.1%	-$5.82K	0.57%	46
2025 Q1	$4.61M	Sell	23,772 -237	-1%	-$47.1K	0.57%	48
2024 Q4	$4.7M	Sell	24,009 -254	-1%	-$50.7K	0.57%	46
2024 Q3	$4.81M	Buy	24,263 +96	+0.4%	+$18.3K	0.59%	46
2024 Q2	$4.41M	Sell	24,167 -17,627	-42%	-$3.17M	0.53%	50
2024 Q1	$7.63M	Buy	41,794 +17,661	+73%	+$3.1M	0.85%	30
2023 Q4	$4.11M	Buy	24,133 +369	+2%	+$59.4K	0.59%	45
2023 Q3	$3.69M	Sell	23,764 -660	-3%	-$107K	0.56%	47
2023 Q2	$3.97M	Sell	24,424 -205	-0.8%	-$32.1K	0.58%	45
2023 Q1	$3.79M	Sell	24,629 -275	-1%	-$42.1K	0.58%	46
2022 Q4	$3.78M	Sell	24,904 -683	-3%	-$102K	0.59%	45
2022 Q3	$3.46M	Buy	25,587 +1	+0%	+$149	0.58%	47
2022 Q2	$3.67M	Sell	25,586 -260	-1%	-$39.6K	0.6%	45
2022 Q1	$4.19M	Buy	25,846 +976	+4%	+$157K	0.58%	46
2021 Q4	$4.27M	Sell	24,870 -103	-0.4%	-$17K	0.53%	49
2021 Q3	$3.84M	Buy	24,973 +491	+2%	+$78.2K	0.52%	51
2021 Q2	$3.79M	Sell	24,482 -2,433	-9%	-$373K	0.51%	51
2021 Q1	$3.96M	Buy	26,915 +1,768	+7%	+$252K	0.58%	44
2020 Q4	$3.55M	Buy	25,147 +157	+0.6%	+$21.3K	0.54%	49
2020 Q3	$3.21M	Buy	24,990 +3,285	+15%	+$413K	0.56%	47
2020 Q2	$2.54M	Buy	21,705 +2,214	+11%	+$252K	0.51%	54
2020 Q1	$2.02M	Sell	19,491 -100	-0.5%	-$11.9K	0.42%	59
2019 Q4	$2.44M	Buy	19,591 +3	+0%	+$363	0.47%	54
2019 Q3	$2.34M	Buy	19,588 +2	+0%	+$236	0.48%	53
2019 Q2	$2.26M	Sell	19,586 -496	-2%	-$55.6K	0.46%	58
2019 Q1	$2.2M	Hold	20,082	–	–	0.48%	59
2018 Q4	$1.97M	Buy	20,082 +2	+0%	+$209	0.53%	52
2018 Q3	$2.22M	Hold	20,080	–	–	0.46%	56
2018 Q2	$2.04M	Buy	20,080 +256	+1%	+$26.1K	0.48%	56
2018 Q1	$2M	Buy	19,824 +500	+3%	+$51.8K	0.48%	55
2017 Q4	$1.97M	Buy	19,324 +201	+1%	+$19.8K	0.46%	58
2017 Q3	$1.81M	Hold	19,123	–	–	0.46%	62
2017 Q2	$1.77M	Hold	19,123	–	–	0.47%	65
2017 Q1	$1.72M	Hold	19,123	–	–	0.46%	69
2016 Q4	$1.63M	Buy	19,123 +130	+0.7%	+$10.9K	0.46%	66
2016 Q3	$1.59M	Hold	18,993	–	–	0.45%	65
2016 Q2	$1.58M	Hold	18,993	–	–	0.46%	65
2016 Q1	$1.54M	Buy	18,993 +3	+0%	+$230	0.47%	62
2015 Q4	$1.48M	Buy	18,990 +4	+0%	+$312	0.45%	68
2015 Q3	$1.4M	Buy	18,986 +6	+0%	+$465	0.47%	65
2015 Q2	$1.49M	Hold	18,980	–	–	0.41%	73
2015 Q1	$1.53M	Buy	18,980 +3	+0%	+$243	0.42%	71
2014 Q4	$1.54M	Buy	18,977 +3	+0%	+$237	0.4%	74
2014 Q3	$1.46M	Buy	18,974 +3	+0%	+$233	0.4%	74
2014 Q2	$1.48M	Sell	18,971 -107	-0.6%	-$8.19K	0.4%	69
2014 Q1	$1.44M	Buy	19,078 +2	+0%	+$148	0.4%	67
2013 Q4	$1.44M	Buy	19,076 +3	+0%	+$218	0.4%	60
2013 Q3	$1.33M	Buy	19,073 +5	+0%	+$346	0.43%	62
2013 Q2	$1.26M	Buy	+19,068	New	+$1.28M	0.43%	65

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

Sheets Smith Wealth Management's VIG Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.06% in Q2 2026, buying an estimated $3.44K and bringing the position to 23,485 shares worth $5.56M. The position accounts for 0.56% of the portfolio, ranked #47.

Sheets Smith Wealth Management first reported a position in VIG in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.63M in Q1 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Sheets Smith Wealth Management held 23,485 shares of Vanguard Dividend Appreciation ETF worth $5.56M as of Q2 2026.
Sheets Smith Wealth Management bought 15 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $3.44K.
Vanguard Dividend Appreciation ETF made up 0.56% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #47 holding.
Sheets Smith Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 53 quarters since.
Sheets Smith Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $7.63M in Q1 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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