Vance Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Vance Wealth’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	$206K	Buy	+871	New	+$200K	0.05%	128
2026 Q1	–	Sell	-1,321	Closed	-$290K	–	122
2025 Q4	$290K	Hold	1,321	–	–	0.09%	98
2025 Q3	$286K	Hold	1,321	–	–	0.09%	96
2025 Q2	$270K	Buy	1,321 +152	+13%	+$29.5K	0.09%	95
2025 Q1	$227K	Hold	1,169	–	–	0.09%	94
2024 Q4	$229K	Hold	1,169	–	–	0.09%	89
2024 Q3	$232K	Buy	1,169 +25	+2%	+$4.76K	0.09%	88
2024 Q2	$209K	Hold	1,144	–	–	0.09%	87
2024 Q1	$209K	Buy	+1,144	New	+$201K	0.08%	86

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

Vance Wealth's VIG Position: Q2 2026 in Review

Vance Wealth opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 871 shares worth $206K. The stake represents 0.05% of the portfolio and ranks #128 among its holdings. This is a return to the name: Vance Wealth previously reported a position in VIG as recently as Q4 2025.

Vance Wealth first reported a position in VIG in Q1 2024 and has held it in 9 quarters since. The position peaked at $290K in Q4 2025. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Vance Wealth held 871 shares of Vanguard Dividend Appreciation ETF worth $206K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Vance Wealth position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.05% of Vance Wealth's portfolio in Q2 2026, its #128 holding.
Vance Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 9 quarters since.
Vance Wealth's Vanguard Dividend Appreciation ETF position peaked at $290K in Q4 2025.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.