Vision Retirement’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Vision Retirement’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	$2.7M	Sell	11,411 -814	-7%	-$187K	0.65%	31
2026 Q1	$2.63M	Sell	12,225 -9	-0.1%	-$2.01K	0.75%	28
2025 Q4	$2.69M	Buy	+12,234	New	+$2.67M	0.72%	28

Other funds holding VIG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vision Retirement's VIG Position: Q2 2026 in Review

Vision Retirement reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.7% in Q2 2026, selling an estimated $187K and leaving 11,411 shares worth $2.7M. The position accounts for 0.65% of the portfolio, ranked #31.

Vision Retirement first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 2,517 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Vision Retirement held 11,411 shares of Vanguard Dividend Appreciation ETF worth $2.7M as of Q2 2026.
Vision Retirement sold 814 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $187K.
Vanguard Dividend Appreciation ETF made up 0.65% of Vision Retirement's portfolio in Q2 2026, its #31 holding.
Vision Retirement first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
2,517 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.