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

Shulman DeMeo 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	$416K	Buy	1,759 +1	+0.1%	+$230	0.08%	89
2026 Q1	$378K	Sell	1,758 -3	-0.2%	-$669	0.08%	90
2025 Q4	$387K	Sell	1,761 -126	-7%	-$27.5K	0.09%	78
2025 Q3	$407K	Buy	1,887 +1	+0.1%	+$210	0.09%	79
2025 Q2	$386K	Sell	1,886 -2	-0.1%	-$388	0.1%	77
2025 Q1	$366K	Hold	1,888	–	–	0.1%	79
2024 Q4	$370K	Buy	1,888 +2	+0.1%	+$399	0.1%	80
2024 Q3	$374K	Buy	1,886 +3	+0.2%	+$571	0.09%	87
2024 Q2	$344K	Hold	1,883	–	–	0.09%	90
2024 Q1	$344K	Sell	1,883 -93	-5%	-$16.3K	0.09%	95
2023 Q4	$337K	Buy	1,976 +7	+0.4%	+$1.13K	0.1%	92
2023 Q3	$306K	Buy	1,969 +3	+0.2%	+$486	0.1%	89
2023 Q2	$319K	Hold	1,966	–	–	0.1%	93
2023 Q1	$303K	Buy	1,966 +3	+0.2%	+$460	0.1%	98
2022 Q4	$298K	Buy	1,963 +4	+0.2%	+$596	0.1%	99
2022 Q3	$265K	Buy	1,959 +3	+0.2%	+$446	0.09%	105
2022 Q2	$281K	Buy	1,956 +3	+0.2%	+$457	0.09%	103
2022 Q1	$317K	Buy	1,953 +3	+0.2%	+$484	0.09%	106
2021 Q4	$335K	Buy	1,950 +3	+0.2%	+$494	0.09%	110
2021 Q3	$299K	Buy	+1,947	New	+$310K	0.26%	64
2021 Q2	–	Sell	-1,903	Closed	-$280K	–	138
2021 Q1	$280K	Sell	1,903 -1	-0.1%	-$142	0.08%	110
2020 Q4	$269K	Buy	1,904 +53	+3%	+$7.18K	0.08%	113
2020 Q3	$238K	Buy	1,851 +27	+1%	+$3.4K	0.08%	99
2020 Q2	$214K	Sell	1,824 -664	-27%	-$75.6K	0.08%	100
2020 Q1	$257K	Sell	2,488 -371	-13%	-$44.3K	0.12%	78
2019 Q4	$356K	Buy	2,859 +4	+0.1%	+$484	0.12%	86
2019 Q3	$341K	Buy	2,855 +4	+0.1%	+$472	0.11%	88
2019 Q2	$328K	Buy	2,851 +7	+0.2%	+$785	0.12%	86
2019 Q1	$312K	Buy	+2,844	New	+$300K	0.12%	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

Shulman DeMeo Asset Management's VIG Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.06% in Q2 2026, buying an estimated $230 and bringing the position to 1,759 shares worth $416K. The position accounts for 0.08% of the portfolio, ranked #89.

Shulman DeMeo Asset Management first reported a position in VIG in Q1 2019 and has held it in 29 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Shulman DeMeo Asset Management held 1,759 shares of Vanguard Dividend Appreciation ETF worth $416K as of Q2 2026.
Shulman DeMeo Asset Management bought 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
Vanguard Dividend Appreciation ETF made up 0.08% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #89 holding.
Shulman DeMeo Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and has held it in 29 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.