Wayfinding Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wayfinding Financial’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	$368K	Buy	1,557 +38	+3%	+$8.73K	0.14%	106
2026 Q1	$326K	Buy	1,519 +39	+3%	+$8.69K	0.14%	101
2025 Q4	$325K	Buy	1,480 +15	+1%	+$3.28K	0.14%	99
2025 Q3	$317K	Buy	1,465 +72	+5%	+$15.1K	0.14%	97
2025 Q2	$288K	Buy	1,393 +22	+2%	+$4.26K	0.13%	104
2025 Q1	$265K	Buy	1,371 +37	+3%	+$7.36K	0.12%	107
2024 Q4	$261K	Buy	+1,334	New	+$266K	0.14%	103
2024 Q3	–	Sell	-1,205	Closed	-$221K	–	121
2024 Q2	$221K	Sell	1,205 -7	-0.6%	-$1.26K	0.12%	114
2024 Q1	$217K	Buy	+1,212	New	+$213K	0.13%	112
2023 Q2	–	Sell	-1,442	Closed	-$222K	–	122
2023 Q1	$222K	Buy	+1,442	New	+$221K	0.17%	95

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

Wayfinding Financial's VIG Position: Q2 2026 in Review

Wayfinding Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.5% in Q2 2026, buying an estimated $8.73K and bringing the position to 1,557 shares worth $368K. The position accounts for 0.14% of the portfolio, ranked #106.

Wayfinding Financial first reported a position in VIG in Q1 2023 and has held it in 10 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Wayfinding Financial held 1,557 shares of Vanguard Dividend Appreciation ETF worth $368K as of Q2 2026.
Wayfinding Financial bought 38 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $8.73K.
Vanguard Dividend Appreciation ETF made up 0.14% of Wayfinding Financial's portfolio in Q2 2026, its #106 holding.
Wayfinding Financial first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 10 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.