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

Smith Salley 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	$2.47M	Hold	10,430	–	–	0.11%	114
2026 Q1	$2.24M	Sell	10,430 -418	-4%	-$93.2K	0.11%	117
2025 Q4	$2.38M	Sell	10,848 -448	-4%	-$97.9K	0.12%	112
2025 Q3	$2.44M	Buy	11,296 +190	+2%	+$39.9K	0.13%	111
2025 Q2	$2.27M	Sell	11,106 -16	-0.1%	-$3.1K	0.13%	107
2025 Q1	$2.16M	Sell	11,122 -721	-6%	-$143K	0.14%	99
2024 Q4	$2.32M	Buy	11,843 +536	+5%	+$107K	0.15%	97
2024 Q3	$2.24M	Buy	11,307 +454	+4%	+$86.4K	0.15%	100
2024 Q2	$1.98M	Sell	10,853 -2,180	-17%	-$392K	0.14%	99
2024 Q1	$2.38M	Buy	13,033 +6	+0%	+$1.05K	0.18%	82
2023 Q4	$2.22M	Sell	13,027 -654	-5%	-$105K	0.14%	105
2023 Q3	$2.13M	Sell	13,681 -166	-1%	-$26.9K	0.16%	98
2023 Q2	$2.25M	Sell	13,847 -578	-4%	-$90.5K	0.17%	92
2023 Q1	$2.22M	Sell	14,425 -821	-5%	-$126K	0.18%	92
2022 Q4	$2.32M	Hold	15,246	–	–	0.2%	91
2022 Q3	$2.06M	Sell	15,246 -109	-0.7%	-$16.2K	0.19%	93
2022 Q2	$2.2M	Sell	15,355 -207	-1%	-$31.5K	0.19%	96
2022 Q1	$2.52M	Buy	15,562 +207	+1%	+$33.4K	0.19%	94
2021 Q4	$2.64M	Hold	15,355	–	–	0.19%	96
2021 Q3	$2.36M	Buy	15,355 +678	+5%	+$108K	0.19%	94
2021 Q2	$2.27M	Hold	14,677	–	–	0.18%	94
2021 Q1	$2.16M	Hold	14,677	–	–	0.19%	85
2020 Q4	$2.07M	Buy	+14,677	New	+$1.99M	0.21%	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

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

Smith Salley Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 10,430 shares worth $2.47M. The position accounts for 0.11% of the portfolio, ranked #114.

Smith Salley Wealth Management first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.64M in Q4 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Smith Salley Wealth Management held 10,430 shares of Vanguard Dividend Appreciation ETF worth $2.47M as of Q2 2026.
Smith Salley Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.11% of Smith Salley Wealth Management's portfolio in Q2 2026, its #114 holding.
Smith Salley Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
Smith Salley Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $2.64M in Q4 2021.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.