True Wealth Design’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

True Wealth Design’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	$23.7K	Hold	100	–	–	0.01%	758
2026 Q1	$21.5K	Sell	100 -127	-56%	-$28.3K	0.01%	689
2025 Q4	$49.9K	Sell	227 -106	-32%	-$23.2K	0.01%	331
2025 Q3	$71.9K	Sell	333 -6	-2%	-$1.26K	0.02%	230
2025 Q2	$69.4K	Sell	339 -186	-35%	-$36K	0.02%	159
2025 Q1	$102K	Buy	525 +425	+425%	+$84.5K	0.04%	84
2024 Q4	$19.6K	Hold	100	–	–	0.01%	323
2024 Q3	$19.8K	Sell	100 -22	-18%	-$4.19K	0.01%	326
2024 Q2	$22.3K	Sell	122 -25	-17%	-$4.5K	0.01%	206
2024 Q1	$26.8K	Hold	147	–	–	0.01%	195
2023 Q4	$25K	Hold	147	–	–	0.01%	191
2023 Q3	$22.8K	Hold	147	–	–	0.01%	172
2023 Q2	$23.9K	Sell	147 -367	-71%	-$57.5K	0.01%	180
2023 Q1	$79.2K	Hold	514	–	–	0.03%	144
2022 Q4	$78.1K	Buy	+514	New	+$76.6K	0.04%	132

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

True Wealth Design's VIG Position: Q2 2026 in Review

True Wealth Design held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 100 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #758.

True Wealth Design first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $102K in Q1 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

True Wealth Design held 100 shares of Vanguard Dividend Appreciation ETF worth $23.7K as of Q2 2026.
True Wealth Design left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #758 holding.
True Wealth Design first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Vanguard Dividend Appreciation ETF position peaked at $102K in Q1 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.