WBH Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

WBH Advisory’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	$1.81M	Sell	7,647 -118	-2%	-$27.1K	0.12%	127
2026 Q1	$1.67M	Sell	7,765 -176	-2%	-$39.2K	0.13%	123
2025 Q4	$1.75M	Sell	7,941 -39	-0.5%	-$8.52K	0.13%	121
2025 Q3	$1.72M	Buy	7,980 +3	+0%	+$630	0.13%	120
2025 Q2	$1.63M	Sell	7,977 -806	-9%	-$156K	0.14%	115
2025 Q1	$1.7M	Sell	8,783 -6	-0.1%	-$1.19K	0.16%	108
2024 Q4	$1.72M	Sell	8,789 -97	-1%	-$19.4K	0.16%	106
2024 Q3	$1.76M	Buy	8,886 +715	+9%	+$136K	0.17%	107
2024 Q2	$1.49M	Buy	8,171 +728	+10%	+$131K	0.15%	111
2024 Q1	$1.36M	Sell	7,443 -210	-3%	-$36.9K	0.14%	122
2023 Q4	$1.3M	Sell	7,653 -83	-1%	-$13.4K	0.15%	127
2023 Q3	$1.2M	Sell	7,736 -53	-0.7%	-$8.59K	0.15%	123
2023 Q2	$1.27M	Buy	7,789 +368	+5%	+$57.6K	0.15%	129
2023 Q1	$1.14M	Buy	+7,421	New	+$1.14M	0.14%	139
2022 Q3	$854K	Sell	6,321 -595	-9%	-$88.5K	0.12%	150
2022 Q2	$1M	Sell	6,916 -25	-0.4%	-$3.81K	0.13%	140
2022 Q1	$1.1M	Hold	6,941	–	–	0.14%	134
2021 Q4	$1.19M	Buy	6,941 +17	+0.2%	+$2.8K	0.14%	136
2021 Q3	$1.06M	Buy	6,924 +37	+0.5%	+$5.9K	0.14%	132
2021 Q2	$1.1M	Hold	6,887	–	–	0.16%	116
2021 Q1	$1.01M	Buy	6,887 +5,235	+317%	+$745K	0.16%	114
2020 Q4	$235K	Hold	1,652	–	–	0.04%	242
2020 Q3	$213K	Buy	+1,652	New	+$208K	0.04%	235
2020 Q1	–	Sell	-1,644	Closed	-$204K	–	242
2019 Q4	$204K	Buy	+1,644	New	+$199K	0.04%	237

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

WBH Advisory's VIG Position: Q2 2026 in Review

WBH Advisory reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.5% in Q2 2026, selling an estimated $27.1K and leaving 7,647 shares worth $1.81M. The position accounts for 0.12% of the portfolio, ranked #127.

WBH Advisory first reported a position in VIG in Q4 2019 and has held it in 24 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

WBH Advisory held 7,647 shares of Vanguard Dividend Appreciation ETF worth $1.81M as of Q2 2026.
WBH Advisory sold 118 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $27.1K.
Vanguard Dividend Appreciation ETF made up 0.12% of WBH Advisory's portfolio in Q2 2026, its #127 holding.
WBH Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 24 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.