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

Walsh & 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 		$965K Buy
4,079
+1,306
+47% +$300K 0.79% 23
2026
Q1 		$596K Hold
2,773
– – 0.59% 30
2025
Q4 		$609K Buy
+2,773
New +$606K 0.6% 31

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Walsh & Associates increased its Vanguard Dividend Appreciation ETF (VIG) stake by 47% in Q2 2026, buying an estimated $300K and bringing the position to 4,079 shares worth $965K. The position accounts for 0.79% of the portfolio, ranked #23.

Walsh & Associates first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 2,579 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Walsh & Associates held 4,079 shares of Vanguard Dividend Appreciation ETF worth $965K as of Q2 2026.
  • Walsh & Associates bought 1,306 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $300K.
  • Vanguard Dividend Appreciation ETF made up 0.79% of Walsh & Associates's portfolio in Q2 2026, its #23 holding.
  • Walsh & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,579 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.