Walker Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Walker Asset 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	$533K	Sell	2,253 -89	-4%	-$20.4K	0.27%	72
2026 Q1	$504K	Hold	2,342	–	–	0.27%	71
2025 Q4	$515K	Buy	2,342 +1	+0%	+$218	0.28%	66
2025 Q3	$505K	Hold	2,341	–	–	0.28%	65
2025 Q2	$479K	Buy	2,341 +290	+14%	+$56.2K	0.28%	63
2025 Q1	$398K	Buy	2,051 +1	+0%	+$199	0.24%	72
2024 Q4	$401K	Hold	2,050	–	–	0.25%	70
2024 Q3	$406K	Hold	2,050	–	–	0.25%	71
2024 Q2	$374K	Hold	2,050	–	–	0.25%	74
2024 Q1	$374K	Buy	2,050 +275	+15%	+$48.3K	0.25%	77
2023 Q4	$302K	Hold	1,775	–	–	0.22%	90
2023 Q3	$276K	Hold	1,775	–	–	0.25%	66
2023 Q2	$288K	Hold	1,775	–	–	0.24%	66
2023 Q1	$273K	Hold	1,775	–	–	0.24%	67
2022 Q4	$270K	Buy	1,775 +28	+2%	+$4.17K	0.23%	64
2022 Q3	$236K	Hold	1,747	–	–	0.21%	65
2022 Q2	$251K	Hold	1,747	–	–	0.23%	72
2022 Q1	$283K	Hold	1,747	–	–	0.23%	67
2021 Q4	$300K	Buy	+1,747	New	+$288K	0.26%	55

Other funds holding VIG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

PAM

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Walker Asset Management's VIG Position: Q2 2026 in Review

Walker Asset Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.8% in Q2 2026, selling an estimated $20.4K and leaving 2,253 shares worth $533K. The position accounts for 0.27% of the portfolio, ranked #72.

Walker Asset Management first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 533 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Walker Asset Management held 2,253 shares of Vanguard Dividend Appreciation ETF worth $533K as of Q2 2026.
Walker Asset Management sold 89 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $20.4K.
Vanguard Dividend Appreciation ETF made up 0.27% of Walker Asset Management's portfolio in Q2 2026, its #72 holding.
Walker Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
533 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.