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StrongBox Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

StrongBox Wealth’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 		$6.42M Buy
27,115
+127
+0.5% +$29.2K 1.83% 22
2026
Q1 		$5.8M Buy
26,988
+337
+1% +$75.1K 1.86% 22
2025
Q4 		$5.86M Sell
26,651
-84
-0.3% -$18.4K 1.93% 19
2025
Q3 		$5.77M Buy
26,735
+1,104
+4% +$232K 1.95% 19
2025
Q2 		$5.25M Buy
25,631
+251
+1% +$48.6K 1.99% 17
2025
Q1 		$4.92M Sell
25,380
-746
-3% -$148K 2.05% 17
2024
Q4 		$5.12M Sell
26,126
-416
-2% -$83.1K 2.17% 16
2024
Q3 		$5.26M Sell
26,542
-637
-2% -$121K 2.25% 15
2024
Q2 		$4.96M Sell
27,179
-9,565
-26% -$1.72M 2.34% 16
2024
Q1 		$6.71M Sell
36,744
-2,882
-7% -$506K 3.54% 7
2023
Q4 		$6.75M Buy
39,626
+292
+0.7% +$47K 3.94% 4
2023
Q3 		$6.11M Buy
39,334
+316
+0.8% +$51.2K 3.89% 3
2023
Q2 		$6.34M Buy
39,018
+153
+0.4% +$24K 4% 3
2023
Q1 		$5.99M Buy
38,865
+3,295
+9% +$505K 4.02% 3
2022
Q4 		$5.4M Buy
35,570
+7,062
+25% +$1.05M 3.82% 3
2022
Q3 		$3.85M Buy
28,508
+12,172
+75% +$1.81M 2.79% 9
2022
Q2 		$2.34M Sell
16,336
-457
-3% -$69.6K 1.52% 25
2022
Q1 		$2.72M Sell
16,793
-1,139
-6% -$184K 1.55% 25
2021
Q4 		$3.08M Buy
17,932
+194
+1% +$32K 1.54% 25
2021
Q3 		$2.73M Sell
17,738
-132
-0.7% -$21K 1.53% 25
2021
Q2 		$2.77M Sell
17,870
-634
-3% -$97.3K 1.59% 22
2021
Q1 		$2.72M Sell
18,504
-4,062
-18% -$578K 1.69% 20
2020
Q4 		$3.19M Sell
22,566
-557
-2% -$75.5K 2.06% 16
2020
Q3 		$2.98M Sell
23,123
-1,449
-6% -$182K 2.18% 16
2020
Q2 		$2.88M Sell
24,572
-3,966
-14% -$451K 2.62% 12
2020
Q1 		$2.95M Buy
+28,538
New +$3.41M 3.35% 6

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

StrongBox Wealth's VIG Position: Q2 2026 in Review

StrongBox Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.47% in Q2 2026, buying an estimated $29.2K and bringing the position to 27,115 shares worth $6.42M. The position accounts for 1.83% of the portfolio, ranked #22.

StrongBox Wealth first reported a position in VIG in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.75M in Q4 2023. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • StrongBox Wealth held 27,115 shares of Vanguard Dividend Appreciation ETF worth $6.42M as of Q2 2026.
  • StrongBox Wealth bought 127 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $29.2K.
  • Vanguard Dividend Appreciation ETF made up 1.83% of StrongBox Wealth's portfolio in Q2 2026, its #22 holding.
  • StrongBox Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 26 quarters since.
  • StrongBox Wealth's Vanguard Dividend Appreciation ETF position peaked at $6.75M in Q4 2023.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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