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

SP 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	$200K	Buy	+846	New	+$194K	0.02%	137

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

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

SP Asset Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 846 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #137 among its holdings.

1,552 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

SP Asset Management held 846 shares of Vanguard Dividend Appreciation ETF worth $200K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new SP Asset Management position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.02% of SP Asset Management's portfolio in Q2 2026, its #137 holding.
1,552 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on SP Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.