SimplyRich’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.11M | Buy |
4,716
+1,614
| +52% | +$371K | 0.26% | 90 |
|
|
2026
Q1 | $667K | Hold |
3,102
| – | – | 0.17% | 114 |
|
|
2025
Q4 | $681K | Hold |
3,102
| – | – | 0.18% | 106 |
|
|
2025
Q3 | $669K | Hold |
3,102
| – | – | 0.18% | 112 |
|
|
2025
Q2 | $634K | Hold |
3,102
| – | – | 0.18% | 113 |
|
|
2025
Q1 | $601K | Hold |
3,102
| – | – | 0.17% | 115 |
|
|
2024
Q4 | $607K | Hold |
3,102
| – | – | 0.17% | 115 |
|
|
2024
Q3 | $614K | Hold |
3,102
| – | – | 0.17% | 112 |
|
|
2024
Q2 | $566K | Hold |
3,102
| – | – | 0.18% | 107 |
|
|
2024
Q1 | $567K | Hold |
3,102
| – | – | 0.18% | 109 |
|
|
2023
Q4 | $529K | Buy |
+3,102
| New | +$499K | 0.18% | 106 |
|
|
2023
Q3 | – | Sell |
-3,102
| Closed | -$503K | – | 166 |
|
|
2023
Q2 | $503K | Hold |
3,102
| – | – | 0.18% | 112 |
|
|
2023
Q1 | $477K | Hold |
3,102
| – | – | 0.18% | 112 |
|
|
2022
Q4 | $471K | Hold |
3,102
| – | – | 0.19% | 117 |
|
|
2022
Q3 | $419K | Hold |
3,102
| – | – | 0.19% | 107 |
|
|
2022
Q2 | $445K | Hold |
3,102
| – | – | 0.18% | 108 |
|
|
2022
Q1 | $503K | Hold |
3,102
| – | – | 0.18% | 113 |
|
|
2021
Q4 | $533K | Hold |
3,102
| – | – | 0.18% | 113 |
|
|
2021
Q3 | $476K | Buy |
+3,102
| New | +$494K | 0.17% | 114 |
|
|
2021
Q2 | – | Sell |
-3,102
| Closed | -$456K | – | 180 |
|
|
2021
Q1 | $456K | Buy |
3,102
+121
| +4% | +$17.2K | 0.18% | 110 |
|
|
2020
Q4 | $421K | Hold |
2,981
| – | – | 0.19% | 103 |
|
|
2020
Q3 | $384K | Hold |
2,981
| – | – | 0.19% | 104 |
|
|
2020
Q2 | $345K | Hold |
2,981
| – | – | 0.19% | 108 |
|
|
2020
Q1 | $314K | Hold |
2,981
| – | – | 0.21% | 97 |
|
|
2019
Q4 | $371K | Hold |
2,981
| – | – | 0.19% | 121 |
|
|
2019
Q3 | $354K | Hold |
2,981
| – | – | 0.19% | 117 |
|
|
2019
Q2 | $343K | Buy |
+2,981
| New | +$334K | 0.19% | 124 |
|
|
2018
Q4 | – | Sell |
-2,981
| Closed | -$330K | – | 142 |
|
|
2018
Q3 | $330K | Hold |
2,981
| – | – | 0.18% | 132 |
|
|
2018
Q2 | $303K | Hold |
2,981
| – | – | 0.17% | 135 |
|
|
2018
Q1 | $301K | Hold |
2,981
| – | – | 0.17% | 141 |
|
|
2017
Q4 | $304K | Buy |
+2,981
| New | +$294K | 0.17% | 139 |
|
Other funds holding VIG
HWM
SimplyRich's VIG Position: Q2 2026 in Review
SimplyRich increased its Vanguard Dividend Appreciation ETF (VIG) stake by 52% in Q2 2026, buying an estimated $371K and bringing the position to 4,716 shares worth $1.11M. The position accounts for 0.26% of the portfolio, ranked #90.
SimplyRich first reported a position in VIG in Q4 2017 and has held it in 31 quarters since. 2,601 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- SimplyRich held 4,716 shares of Vanguard Dividend Appreciation ETF worth $1.11M as of Q2 2026.
- SimplyRich bought 1,614 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $371K.
- Vanguard Dividend Appreciation ETF made up 0.26% of SimplyRich's portfolio in Q2 2026, its #90 holding.
- SimplyRich first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 31 quarters since.
- 2,601 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.