Trueblood Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Trueblood 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	$1.22M	Buy	5,147 +140	+3%	+$32.1K	0.43%	73
2026 Q1	$1.08M	Buy	5,007 +86	+2%	+$19.2K	0.42%	75
2025 Q4	$1.08M	Buy	4,921 +275	+6%	+$60.1K	0.42%	75
2025 Q3	$1M	Buy	4,646 +92	+2%	+$19.3K	0.39%	88
2025 Q2	$932K	Buy	4,554 +359	+9%	+$69.6K	0.39%	83
2025 Q1	$814K	Buy	4,195 +1,048	+33%	+$208K	0.38%	92
2024 Q4	$616K	Buy	3,147 +560	+22%	+$112K	0.3%	115
2024 Q3	$512K	Buy	2,587 +86	+3%	+$16.4K	0.26%	121
2024 Q2	$457K	Buy	2,501 +844	+51%	+$152K	0.26%	118
2024 Q1	$303K	Buy	+1,657	New	+$291K	0.17%	156

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

Trueblood Wealth Management's VIG Position: Q2 2026 in Review

Trueblood Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.8% in Q2 2026, buying an estimated $32.1K and bringing the position to 5,147 shares worth $1.22M. The position accounts for 0.43% of the portfolio, ranked #73.

Trueblood Wealth Management first reported a position in VIG in Q1 2024 and has held it in 10 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Trueblood Wealth Management held 5,147 shares of Vanguard Dividend Appreciation ETF worth $1.22M as of Q2 2026.
Trueblood Wealth Management bought 140 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $32.1K.
Vanguard Dividend Appreciation ETF made up 0.43% of Trueblood Wealth Management's portfolio in Q2 2026, its #73 holding.
Trueblood Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 10 quarters since.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.