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

Talisman 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	–	Sell	-8,307	Closed	-$1.79M	–	143
2026 Q1	$1.79M	Buy	8,307 +10	+0.1%	+$2.23K	1.44%	21
2025 Q4	$1.83M	Sell	8,297 -436	-5%	-$95.3K	1.42%	19
2025 Q3	$1.88M	Buy	8,733 +18	+0.2%	+$3.78K	1.56%	20
2025 Q2	$1.78M	Hold	8,715	–	–	1.63%	18
2025 Q1	$1.69M	Buy	8,715 +19	+0.2%	+$3.78K	1.74%	18
2024 Q4	$1.7M	Buy	8,696 +40	+0.5%	+$7.99K	1.81%	15
2024 Q3	$1.71M	Buy	8,656 +39	+0.5%	+$7.43K	1.8%	15
2024 Q2	$1.57M	Hold	8,617	–	–	1.82%	14
2024 Q1	$1.57M	Sell	8,617 -160	-2%	-$28.1K	1.98%	13
2023 Q4	$1.5M	Buy	8,777 +294	+3%	+$47.3K	2.22%	12
2023 Q3	$1.32M	Buy	8,483 +36	+0.4%	+$5.84K	2.28%	13
2023 Q2	$1.37M	Buy	8,447 +75	+0.9%	+$11.7K	2.34%	12
2023 Q1	$1.29M	Buy	8,372 +24	+0.3%	+$3.68K	2.33%	12
2022 Q4	$1.27M	Buy	+8,348	New	+$1.24M	2.7%	11

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

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

Talisman Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 8,307 shares — an estimated $1.79M sold.

Talisman Wealth Advisors first reported a position in VIG in Q4 2022 and held it in 14 quarters. The position peaked at $1.88M in Q3 2025. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Talisman Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
Talisman Wealth Advisors sold 8,307 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.79M.
Talisman Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and held it in 14 quarters.
Talisman Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.88M in Q3 2025.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.