VSM Wealth Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

VSM Wealth Advisory’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	$567K	Sell	2,396 -314	-12%	-$72.1K	0.15%	58
2026 Q1	$583K	Buy	2,710 +1	+0%	+$223	0.17%	49
2025 Q4	$595K	Buy	2,709 +3	+0.1%	+$655	0.18%	50
2025 Q3	$584K	Buy	2,706 +2	+0.1%	+$420	0.18%	49
2025 Q2	$553K	Hold	2,704	–	–	0.18%	52
2025 Q1	$525K	Buy	2,704 +16	+0.6%	+$3.18K	0.19%	50
2024 Q4	$526K	Buy	+2,688	New	+$537K	0.19%	48

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

VSM Wealth Advisory's VIG Position: Q2 2026 in Review

VSM Wealth Advisory reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 12% in Q2 2026, selling an estimated $72.1K and leaving 2,396 shares worth $567K. The position accounts for 0.15% of the portfolio, ranked #58.

VSM Wealth Advisory first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $595K in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

VSM Wealth Advisory held 2,396 shares of Vanguard Dividend Appreciation ETF worth $567K as of Q2 2026.
VSM Wealth Advisory sold 314 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $72.1K.
Vanguard Dividend Appreciation ETF made up 0.15% of VSM Wealth Advisory's portfolio in Q2 2026, its #58 holding.
VSM Wealth Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Vanguard Dividend Appreciation ETF position peaked at $595K in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.