The Wealth Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

The Wealth Group’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	$842K	Sell	3,558 -15	-0.4%	-$3.44K	0.16%	46
2026 Q1	$768K	Hold	3,573	–	–	0.18%	43
2025 Q4	$785K	Sell	3,573 -3	-0.1%	-$655	0.18%	42
2025 Q3	$772K	Sell	3,576 -45	-1%	-$9.45K	0.18%	42
2025 Q2	$741K	Sell	3,621 -221	-6%	-$42.8K	0.19%	42
2025 Q1	$745K	Buy	3,842 +100	+3%	+$19.9K	0.22%	36
2024 Q4	$733K	Sell	3,742 -64	-2%	-$12.8K	0.21%	34
2024 Q3	$754K	Hold	3,806	–	–	0.22%	33
2024 Q2	$695K	Sell	3,806 -4	-0.1%	-$720	0.21%	34
2024 Q1	$690K	Sell	3,810 -106	-3%	-$18.6K	0.21%	33
2023 Q4	$682K	Buy	+3,916	New	+$630K	0.23%	33

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

The Wealth Group's VIG Position: Q2 2026 in Review

The Wealth Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.42% in Q2 2026, selling an estimated $3.44K and leaving 3,558 shares worth $842K. The position accounts for 0.16% of the portfolio, ranked #46.

The Wealth Group first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

The Wealth Group held 3,558 shares of Vanguard Dividend Appreciation ETF worth $842K as of Q2 2026.
The Wealth Group sold 15 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $3.44K.
Vanguard Dividend Appreciation ETF made up 0.16% of The Wealth Group's portfolio in Q2 2026, its #46 holding.
The Wealth Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.