UWM
VIG icon

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

Urban 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 		$1.13M Sell
4,778
-400
-8% -$91.8K 0.99% 24
2026
Q1 		$1.11M Sell
5,178
-38
-0.7% -$8.47K 1.14% 21
2025
Q4 		$1.15M Buy
+5,216
New +$1.14M 1.07% 22

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

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

Urban Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.7% in Q2 2026, selling an estimated $91.8K and leaving 4,778 shares worth $1.13M. The position accounts for 0.99% of the portfolio, ranked #24.

Urban Wealth Management first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.15M in Q4 2025. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Urban Wealth Management held 4,778 shares of Vanguard Dividend Appreciation ETF worth $1.13M as of Q2 2026.
  • Urban Wealth Management sold 400 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $91.8K.
  • Vanguard Dividend Appreciation ETF made up 0.99% of Urban Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Urban Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • Urban Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.15M in Q4 2025.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.