WCG Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

WCG Wealth 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	$5.21M	Buy	22,035 +146	+0.7%	+$33.5K	0.12%	167
2026 Q1	$4.71M	Buy	21,889 +2,074	+10%	+$462K	0.13%	164
2025 Q4	$4.35M	Buy	+19,815	New	+$4.33M	0.12%	162
2024 Q4	–	Sell	-16,450	Closed	-$3.26M	–	324
2024 Q3	$3.26M	Buy	16,450 +12	+0.1%	+$2.29K	0.22%	113
2024 Q2	$3M	Buy	16,438 +261	+2%	+$47K	0.22%	101
2024 Q1	$2.95M	Sell	16,177 -4,149	-20%	-$729K	0.25%	92
2023 Q4	$3.46M	Buy	20,326 +493	+2%	+$79.3K	0.25%	93
2023 Q3	$3.08M	Buy	+19,833	New	+$3.21M	0.23%	98
2022 Q4	–	Sell	-2,531	Closed	-$394K	–	274
2022 Q3	$394K	Buy	+2,531	New	+$377K	0.05%	203

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

WCG Wealth Advisors's VIG Position: Q2 2026 in Review

WCG Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.67% in Q2 2026, buying an estimated $33.5K and bringing the position to 22,035 shares worth $5.21M. The position accounts for 0.12% of the portfolio, ranked #167.

WCG Wealth Advisors first reported a position in VIG in Q3 2022 and has held it in 9 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

WCG Wealth Advisors held 22,035 shares of Vanguard Dividend Appreciation ETF worth $5.21M as of Q2 2026.
WCG Wealth Advisors bought 146 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $33.5K.
Vanguard Dividend Appreciation ETF made up 0.12% of WCG Wealth Advisors's portfolio in Q2 2026, its #167 holding.
WCG Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2022 and has held it in 9 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.