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

Smartleaf 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	$4.37M	Hold	18,514	–	–	0.14%	123
2026 Q1	$3.9M	Buy	18,514 +172	+0.9%	+$38.3K	0.14%	128
2025 Q4	$4.06M	Buy	18,342 +11,978	+188%	+$2.62M	0.15%	119
2025 Q3	$1.37M	Sell	6,364 -2,456	-28%	-$516K	0.08%	256
2025 Q2	$1.8M	Buy	8,820 +38	+0.4%	+$7.37K	0.16%	138
2025 Q1	$1.69M	Buy	8,782 +3,275	+59%	+$651K	0.16%	144
2024 Q4	$1.08M	Buy	5,507 +654	+13%	+$131K	0.11%	199
2024 Q3	$957K	Sell	4,853 -14	-0.3%	-$2.67K	0.12%	197
2024 Q2	$894K	Sell	4,867 -62	-1%	-$11.2K	0.15%	161
2024 Q1	$899K	Buy	4,929 +4,880	+9,959%	+$857K	0.17%	140
2023 Q4	$8.36K	Buy	+49	New	+$7.88K	﹤0.01%	795

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

Smartleaf Asset Management's VIG Position: Q2 2026 in Review

Smartleaf Asset Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 18,514 shares worth $4.37M. The position accounts for 0.14% of the portfolio, ranked #123.

Smartleaf Asset Management first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,602 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Smartleaf Asset Management held 18,514 shares of Vanguard Dividend Appreciation ETF worth $4.37M as of Q2 2026.
Smartleaf Asset Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.14% of Smartleaf Asset Management's portfolio in Q2 2026, its #123 holding.
Smartleaf Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
2,602 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.