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

Vigilare 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 		$16.4M Buy
69,399
+43,454
+167% +$9.98M 5.03% 4
2026
Q1 		$5.58M Buy
25,945
+959
+4% +$214K 1.89% 10
2025
Q4 		$5.49M Buy
24,986
+158
+0.6% +$34.5K 1.85% 16
2025
Q3 		$5.36M Sell
24,828
-1,180
-5% -$248K 1.86% 16
2025
Q2 		$5.32M Sell
26,008
-16,200
-38% -$3.14M 2% 15
2025
Q1 		$8.19M Buy
42,208
+2
+0% +$398 3.27% 6
2024
Q4 		$8.27M Buy
42,206
+10
+0% +$2K 3.36% 6
2024
Q3 		$8.36M Sell
42,196
-5,872
-12% -$1.12M 3.38% 8
2024
Q2 		$8.77M Buy
48,068
+1,170
+2% +$211K 3.88% 6
2024
Q1 		$8.56M Sell
46,898
-1,341
-3% -$236K 4.22% 4
2023
Q4 		$8.22M Buy
48,239
+100
+0.2% +$16.1K 4.23% 4
2023
Q3 		$7.48M Sell
48,139
-290
-0.6% -$47K 4.77% 4
2023
Q2 		$7.87M Buy
48,429
+898
+2% +$141K 4.54% 5
2023
Q1 		$7.32M Sell
47,531
-3,965
-8% -$607K 4.13% 5
2022
Q4 		$7.82M Buy
51,496
+3,889
+8% +$580K 4.56% 5
2022
Q3 		$6.43M Sell
47,607
-6,394
-12% -$951K 8.32% 2
2022
Q2 		$7.75M Sell
54,001
-4,995
-8% -$760K 8.41% 1
2022
Q1 		$9.57M Sell
58,996
-5,380
-8% -$868K 7.85% 1
2021
Q4 		$11.1M Buy
64,376
+3,923
+6% +$647K 6.53% 1
2021
Q3 		$9.29M Buy
60,453
+6,036
+11% +$962K 5.74% 1
2021
Q2 		$8.42M Buy
54,417
+1,777
+3% +$273K 5.11% 1
2021
Q1 		$7.74M Buy
52,640
+1,010
+2% +$144K 5.5% 1
2020
Q4 		$7.29M Buy
51,630
+381
+0.7% +$51.6K 6.91% 1
2020
Q3 		$6.59M Sell
51,249
-696
-1% -$87.6K 6.87% 1
2020
Q2 		$6.09M Sell
51,945
-15,297
-23% -$1.74M 6.18% 2
2020
Q1 		$6.95M Buy
67,242
+2,658
+4% +$317K 8.32% 1
2019
Q4 		$8.15M Buy
+64,584
New +$7.81M 5.43% 3

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Vigilare Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 167% in Q2 2026, buying an estimated $9.98M and bringing the position to 69,399 shares worth $16.4M. The position accounts for 5.03% of the portfolio, ranked #4.

Vigilare Wealth Management first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Vigilare Wealth Management held 69,399 shares of Vanguard Dividend Appreciation ETF worth $16.4M as of Q2 2026.
  • Vigilare Wealth Management bought 43,454 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $9.98M.
  • Vanguard Dividend Appreciation ETF made up 5.03% of Vigilare Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Vigilare Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.