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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
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

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. 2,584 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.
  • 2,584 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.