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Waddell & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Waddell & Associates’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 		$249K Buy
+1,054
New +$242K 0.01% 453
2022
Q2 		– Sell
-2,017
Closed -$327K – 154
2022
Q1 		$327K Buy
2,017
+463
+30% +$74.7K 0.05% 97
2021
Q4 		$267K Hold
1,554
– – 0.04% 103
2021
Q3 		$239K Buy
+1,554
New +$248K 0.04% 98

Other funds holding VIG

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
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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Waddell & Associates's VIG Position: Q2 2026 in Review

Waddell & Associates opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 1,054 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #453 among its holdings. This is a return to the name: Waddell & Associates previously reported a position in VIG as recently as Q1 2022.

Waddell & Associates first reported a position in VIG in Q3 2021 and has held it in 4 quarters since. The position peaked at $327K in Q1 2022. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Waddell & Associates held 1,054 shares of Vanguard Dividend Appreciation ETF worth $249K as of Q2 2026.
  • Vanguard Dividend Appreciation ETF was a new Waddell & Associates position in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #453 holding.
  • Waddell & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 4 quarters since.
  • Waddell & Associates's Vanguard Dividend Appreciation ETF position peaked at $327K in Q1 2022.
  • 984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.