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

Shira Ridge 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	$2.29M	Buy	9,675 +2	+0%	+$459	0.8%	23
2026 Q1	$2.08M	Sell	9,673 -7,427	-43%	-$1.66M	0.82%	23
2025 Q4	$3.76M	Sell	17,100 -9,565	-36%	-$2.09M	1.51%	20
2025 Q3	$5.75M	Buy	26,665 +543	+2%	+$114K	2.44%	13
2025 Q2	$5.35M	Sell	26,122 -1,093	-4%	-$212K	2.44%	13
2025 Q1	$5.28M	Buy	27,215 +2,688	+11%	+$535K	2.63%	12
2024 Q4	$4.8M	Buy	24,527 +1,098	+5%	+$219K	2.35%	12
2024 Q3	$4.64M	Buy	23,429 +9,191	+65%	+$1.75M	2.37%	12
2024 Q2	$2.6M	Buy	14,238 +926	+7%	+$167K	1.45%	19
2024 Q1	$2.43M	Sell	13,312 -532	-4%	-$93.5K	1.39%	19
2023 Q4	$2.36M	Buy	13,844 +99	+0.7%	+$15.9K	1.42%	20
2023 Q3	$2.14M	Buy	13,745 +1,000	+8%	+$162K	1.4%	20
2023 Q2	$2.07M	Buy	12,745 +143	+1%	+$22.4K	1.3%	21
2023 Q1	$1.94M	Sell	12,602 -4,126	-25%	-$632K	1.28%	22
2022 Q4	$2.54M	Buy	+16,728	New	+$2.49M	1.75%	18

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

Shira Ridge Wealth Management's VIG Position: Q2 2026 in Review

Shira Ridge Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.02% in Q2 2026, buying an estimated $459 and bringing the position to 9,675 shares worth $2.29M. The position accounts for 0.8% of the portfolio, ranked #23.

Shira Ridge Wealth Management first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.75M in Q3 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Shira Ridge Wealth Management held 9,675 shares of Vanguard Dividend Appreciation ETF worth $2.29M as of Q2 2026.
Shira Ridge Wealth Management bought 2 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $459.
Vanguard Dividend Appreciation ETF made up 0.8% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #23 holding.
Shira Ridge Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
Shira Ridge Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $5.75M in Q3 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.