Walkner Condon Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Walkner Condon Financial Advisors’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	$2.89M	Sell	12,230 -568	-4%	-$130K	0.33%	62
2026 Q1	$2.75M	Sell	12,798 -344	-3%	-$76.7K	0.36%	61
2025 Q4	$2.89M	Buy	13,142 +1,175	+10%	+$257K	0.4%	58
2025 Q3	$2.58M	Buy	11,967 +1,075	+10%	+$226K	0.41%	58
2025 Q2	$2.23M	Sell	10,892 -543	-5%	-$105K	0.41%	60
2025 Q1	$2.22M	Buy	11,435 +129	+1%	+$25.7K	0.45%	57
2024 Q4	$2.21M	Sell	11,306 -135	-1%	-$27K	0.45%	56
2024 Q3	$2.27M	Sell	11,441 -863	-7%	-$164K	0.46%	53
2024 Q2	$2.25M	Sell	12,304 -367	-3%	-$66.1K	0.48%	52
2024 Q1	$2.31M	Buy	12,671 +1,214	+11%	+$213K	0.49%	54
2023 Q4	$1.95M	Buy	11,457 +1,695	+17%	+$273K	0.44%	60
2023 Q3	$1.52M	Buy	9,762 +791	+9%	+$128K	0.4%	65
2023 Q2	$1.46M	Sell	8,971 -1,602	-15%	-$251K	0.39%	64
2023 Q1	$1.63M	Buy	10,573 +176	+2%	+$27K	0.46%	52
2022 Q4	$1.58M	Buy	10,397 +364	+4%	+$54.3K	0.47%	50
2022 Q3	$1.36M	Sell	10,033 -807	-7%	-$120K	0.44%	53
2022 Q2	$1.55M	Buy	10,840 +316	+3%	+$48.1K	0.49%	48
2022 Q1	$1.71M	Sell	10,524 -1,804	-15%	-$291K	0.49%	49
2021 Q4	$2.12M	Buy	+12,328	New	+$2.03M	1.38%	20
2021 Q2	–	Sell	-9,452	Closed	-$1.39M	–	183
2021 Q1	$1.39M	Buy	9,452 +3,246	+52%	+$462K	0.54%	48
2020 Q4	$876K	Buy	6,206 +2,277	+58%	+$309K	0.38%	57
2020 Q3	$505K	Buy	3,929 +577	+17%	+$72.6K	0.27%	65
2020 Q2	$393K	Sell	3,352 -19	-0.6%	-$2.16K	0.35%	37
2020 Q1	$349K	Hold	3,371	–	–	0.37%	36
2019 Q4	$420K	Buy	+3,371	New	+$408K	0.4%	40

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

Walkner Condon Financial Advisors's VIG Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.4% in Q2 2026, selling an estimated $130K and leaving 12,230 shares worth $2.89M. The position accounts for 0.33% of the portfolio, ranked #62.

Walkner Condon Financial Advisors first reported a position in VIG in Q4 2019 and has held it in 25 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Walkner Condon Financial Advisors held 12,230 shares of Vanguard Dividend Appreciation ETF worth $2.89M as of Q2 2026.
Walkner Condon Financial Advisors sold 568 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $130K.
Vanguard Dividend Appreciation ETF made up 0.33% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #62 holding.
Walkner Condon Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 25 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.