Sterling Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sterling Wealth Advisors’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	$3.31M	Hold	13,978	–	–	1.8%	10
2026 Q1	$3.18M	Hold	13,978	–	–	1.81%	10
2025 Q4	$3.07M	Sell	13,978 -1,430	-9%	-$312K	1.85%	10
2025 Q3	$3.32M	Hold	15,408	–	–	2.12%	9
2025 Q2	$3.17M	Sell	15,408 -605	-4%	-$117K	2.25%	9
2025 Q1	$3.11M	Sell	16,013 -363	-2%	-$72.2K	2.39%	9
2024 Q4	$3.21M	Buy	+16,376	New	+$3.27M	2.52%	9

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

Sterling Wealth Advisors's VIG Position: Q2 2026 in Review

Sterling Wealth Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 13,978 shares worth $3.31M. The position accounts for 1.8% of the portfolio, ranked #10.

Sterling Wealth Advisors first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.32M in Q3 2025. 2,586 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Sterling Wealth Advisors held 13,978 shares of Vanguard Dividend Appreciation ETF worth $3.31M as of Q2 2026.
Sterling Wealth Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 1.8% of Sterling Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Sterling Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
Sterling Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $3.32M in Q3 2025.
2,586 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Sterling Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.