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TrueWealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

TrueWealth 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 		$2.31M Sell
9,766
-5
-0.1% -$1.15K 0.52% 31
2026
Q1 		$2.1M Buy
9,771
+1
+0% +$223 0.53% 32
2025
Q4 		$2.15M Buy
9,770
+193
+2% +$42.2K 0.56% 36
2025
Q3 		$2.07M Sell
9,577
-11
-0.1% -$2.31K 0.56% 36
2025
Q2 		$1.96M Sell
9,588
-245
-2% -$47.5K 0.58% 35
2025
Q1 		$1.91M Buy
9,833
+2
+0% +$398 0.63% 35
2024
Q4 		$1.93M Sell
9,831
-1
-0% -$200 0.64% 33
2024
Q3 		$1.95M Sell
9,832
-841
-8% -$160K 0.65% 32
2024
Q2 		$1.95M Sell
10,673
-667
-6% -$120K 0.72% 29
2024
Q1 		$2.07M Sell
11,340
-122
-1% -$21.4K 0.8% 28
2023
Q4 		$1.95M Sell
11,462
-1,225
-10% -$197K 0.76% 28
2023
Q3 		$1.97M Sell
12,687
-128
-1% -$20.7K 0.83% 26
2023
Q2 		$2.08M Sell
12,815
-3,072
-19% -$481K 0.85% 28
2023
Q1 		$2.45M Sell
15,887
-6,107
-28% -$936K 1.03% 21
2022
Q4 		$3.34M Sell
21,994
-503
-2% -$75K 1.46% 17
2022
Q3 		$3.04M Sell
22,497
-5,042
-18% -$750K 1.44% 16
2022
Q2 		$3.95M Sell
27,539
-4,833
-15% -$736K 1.84% 14
2022
Q1 		$5.56M Hold
32,372
– – 2.5% 12
2021
Q4 		$5.56M Sell
32,372
-776
-2% -$128K 2.5% 12
2021
Q3 		$5.09M Sell
33,148
-533
-2% -$84.9K 2.86% 11
2021
Q2 		$5.21M Buy
33,681
+4,002
+13% +$614K 3.04% 10
2021
Q1 		$4.51M Buy
29,679
+4,190
+16% +$596K 2.93% 10
2020
Q4 		$3.63M Buy
+25,489
New +$3.45M 3.12% 9

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

TrueWealth Advisors's VIG Position: Q2 2026 in Review

TrueWealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.05% in Q2 2026, selling an estimated $1.15K and leaving 9,766 shares worth $2.31M. The position accounts for 0.52% of the portfolio, ranked #31.

TrueWealth Advisors first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.56M in Q1 2022. 1,377 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • TrueWealth Advisors held 9,766 shares of Vanguard Dividend Appreciation ETF worth $2.31M as of Q2 2026.
  • TrueWealth Advisors sold 5 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.15K.
  • Vanguard Dividend Appreciation ETF made up 0.52% of TrueWealth Advisors's portfolio in Q2 2026, its #31 holding.
  • TrueWealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
  • TrueWealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $5.56M in Q1 2022.
  • 1,377 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.