TMWM
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Taylor & Morgan Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Taylor & Morgan 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 		$661K Buy
2,793
+47
+2% +$10.8K 0.33% 41
2026
Q1 		$591K Sell
2,746
-411
-13% -$91.6K 0.34% 44
2025
Q4 		$694K Buy
3,157
+121
+4% +$26.4K 0.39% 42
2025
Q3 		$655K Sell
3,036
-20
-0.7% -$4.2K 0.4% 39
2025
Q2 		$626K Hold
3,056
– – 0.42% 37
2025
Q1 		$593K Sell
3,056
-274
-8% -$54.5K 0.45% 35
2024
Q4 		$652K Buy
3,330
+7
+0.2% +$1.4K 0.46% 35
2024
Q3 		$658K Buy
3,323
+5
+0.2% +$952 0.44% 32
2024
Q2 		$606K Buy
3,318
+363
+12% +$65.3K 0.43% 33
2024
Q1 		$540K Sell
2,955
-160
-5% -$28.1K 0.4% 39
2023
Q4 		$531K Sell
3,115
-108
-3% -$17.4K 0.42% 37
2023
Q3 		$501K Buy
3,223
+163
+5% +$26.4K 0.45% 36
2023
Q2 		$497K Sell
3,060
-105
-3% -$16.4K 0.41% 40
2023
Q1 		$487K Sell
3,165
-281
-8% -$43K 0.42% 43
2022
Q4 		$523K Sell
3,446
-55
-2% -$8.2K 0.49% 39
2022
Q3 		$473K Sell
3,501
-183
-5% -$27.2K 0.47% 43
2022
Q2 		$529K Buy
3,684
+4
+0.1% +$609 0.5% 43
2022
Q1 		$597K Sell
3,680
-195
-5% -$31.5K 0.49% 41
2021
Q4 		$666K Buy
+3,875
New +$639K 0.54% 39

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Taylor & Morgan Wealth Management's VIG Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.7% in Q2 2026, buying an estimated $10.8K and bringing the position to 2,793 shares worth $661K. The position accounts for 0.33% of the portfolio, ranked #41.

Taylor & Morgan Wealth Management first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $694K in Q4 2025. 1,337 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Taylor & Morgan Wealth Management held 2,793 shares of Vanguard Dividend Appreciation ETF worth $661K as of Q2 2026.
  • Taylor & Morgan Wealth Management bought 47 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $10.8K.
  • Vanguard Dividend Appreciation ETF made up 0.33% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Taylor & Morgan Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • Taylor & Morgan Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $694K in Q4 2025.
  • 1,337 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.