Strait & Sound Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Strait & Sound 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	$410K	Buy	1,733 +1	+0.1%	+$230	0.14%	109
2026 Q1	$373K	Hold	1,732	–	–	0.14%	113
2025 Q4	$381K	Sell	1,732 -25	-1%	-$5.46K	0.14%	104
2025 Q3	$379K	Sell	1,757 -357	-17%	-$75K	0.15%	107
2025 Q2	$433K	Hold	2,114	–	–	0.18%	95
2025 Q1	$410K	Sell	2,114 -29	-1%	-$5.77K	0.19%	91
2024 Q4	$420K	Sell	2,143 -197	-8%	-$39.3K	0.19%	89
2024 Q3	$463K	Sell	2,340 -13	-0.6%	-$2.48K	0.23%	84
2024 Q2	$430K	Buy	2,353 +15	+0.6%	+$2.7K	0.22%	76
2024 Q1	$416K	Buy	2,338 +2	+0.1%	+$351	0.23%	72
2023 Q4	$398K	Buy	2,336 +3	+0.1%	+$483	0.25%	74
2023 Q3	$362K	Sell	2,333 -270	-10%	-$43.8K	0.31%	74
2023 Q2	$423K	Sell	2,603 -1,198	-32%	-$188K	0.42%	54
2023 Q1	$585K	Buy	3,801 +3	+0.1%	+$460	0.58%	42
2022 Q4	$591K	Buy	+3,798	New	+$566K	0.65%	42

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

Strait & Sound Wealth Management's VIG Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.06% in Q2 2026, buying an estimated $230 and bringing the position to 1,733 shares worth $410K. The position accounts for 0.14% of the portfolio, ranked #109.

Strait & Sound Wealth Management first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $591K in Q4 2022. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Strait & Sound Wealth Management held 1,733 shares of Vanguard Dividend Appreciation ETF worth $410K as of Q2 2026.
Strait & Sound Wealth Management bought 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
Vanguard Dividend Appreciation ETF made up 0.14% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #109 holding.
Strait & Sound Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
Strait & Sound Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $591K in Q4 2022.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.