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

Veridan 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	$374K	Sell	1,582 -239	-13%	-$54.9K	0.13%	67
2026 Q1	$392K	Buy	1,821 +41	+2%	+$9.14K	0.14%	60
2025 Q4	$391K	Buy	1,780 +14	+0.8%	+$3.06K	0.13%	58
2025 Q3	$381K	Buy	+1,766	New	+$371K	0.13%	57
2025 Q1	$346K	Sell	1,786 -8	-0.4%	-$1.59K	0.16%	59
2024 Q4	$362K	Buy	+1,794	New	+$358K	0.17%	64
2024 Q2	$360K	Buy	+1,759	New	+$317K	0.14%	60

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

Veridan Wealth's VIG Position: Q2 2026 in Review

Veridan Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 13% in Q2 2026, selling an estimated $54.9K and leaving 1,582 shares worth $374K. The position accounts for 0.13% of the portfolio, ranked #67.

Veridan Wealth first reported a position in VIG in Q2 2024 and has held it in 7 quarters since. The position peaked at $392K in Q1 2026. 2,602 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Veridan Wealth held 1,582 shares of Vanguard Dividend Appreciation ETF worth $374K as of Q2 2026.
Veridan Wealth sold 239 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $54.9K.
Vanguard Dividend Appreciation ETF made up 0.13% of Veridan Wealth's portfolio in Q2 2026, its #67 holding.
Veridan Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 7 quarters since.
Veridan Wealth's Vanguard Dividend Appreciation ETF position peaked at $392K in Q1 2026.
2,602 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.