Valued Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Valued Wealth 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	$39.3K	Sell	166 -2	-1%	-$459	0.01%	129
2026 Q1	$36.1K	Hold	168	–	–	0.01%	126
2025 Q4	$36.9K	Sell	168 -1	-0.6%	-$218	0.02%	111
2025 Q3	$36.6K	Buy	169 +24	+17%	+$5.04K	0.02%	109
2025 Q2	$29.8K	Sell	145 -155	-52%	-$30K	0.02%	122
2025 Q1	$58.3K	Buy	300 +31	+12%	+$6.16K	0.04%	79
2024 Q4	$52.8K	Buy	269 +1	+0.4%	+$200	0.03%	83
2024 Q3	$53.4K	Buy	268 +153	+133%	+$29.1K	0.03%	75
2024 Q2	$21.2K	Hold	115	–	–	0.01%	125
2024 Q1	$21.1K	Buy	+115	New	+$20.2K	0.01%	122

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Valued Wealth Advisors's VIG Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.2% in Q2 2026, selling an estimated $459 and leaving 166 shares worth $39.3K. The position accounts for 0.01% of the portfolio, ranked #129.

Valued Wealth Advisors first reported a position in VIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $58.3K in Q1 2025. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Valued Wealth Advisors held 166 shares of Vanguard Dividend Appreciation ETF worth $39.3K as of Q2 2026.
Valued Wealth Advisors sold 2 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $459.
Vanguard Dividend Appreciation ETF made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #129 holding.
Valued Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 10 quarters since.
Valued Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $58.3K in Q1 2025.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.