VWMG
VIG icon

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

Virginia Wealth Management Group’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 		$215K Buy
+910
New +$209K 0.11% 55
2026
Q1 		– Sell
-910
Closed -$200K – 57
2025
Q4 		$200K Sell
910
-25
-3% -$5.46K 0.12% 54
2025
Q3 		$202K Buy
+935
New +$196K 0.12% 53

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

Virginia Wealth Management Group's VIG Position: Q2 2026 in Review

Virginia Wealth Management Group opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 910 shares worth $215K. The stake represents 0.11% of the portfolio and ranks #55 among its holdings. This is a return to the name: Virginia Wealth Management Group previously reported a position in VIG as recently as Q4 2025.

Virginia Wealth Management Group first reported a position in VIG in Q3 2025 and has held it in 3 quarters since. 1,333 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Virginia Wealth Management Group held 910 shares of Vanguard Dividend Appreciation ETF worth $215K as of Q2 2026.
  • Vanguard Dividend Appreciation ETF was a new Virginia Wealth Management Group position in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.11% of Virginia Wealth Management Group's portfolio in Q2 2026, its #55 holding.
  • Virginia Wealth Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Virginia Wealth Management Group's 13F filing for Q2 2026, filed 22 Jul 2026.