Wealth Architects’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $60.8M | Buy |
256,927
+5,673
| +2% | +$1.3M | 4.8% | 5 |
|
|
2026
Q1 | $54M | Buy |
251,254
+6,005
| +2% | +$1.34M | 4.82% | 5 |
|
|
2025
Q4 | $53.9M | Buy |
245,249
+1,187
| +0.5% | +$259K | 4.86% | 5 |
|
|
2025
Q3 | $52.7M | Sell |
244,062
-5,698
| -2% | -$1.2M | 4.97% | 5 |
|
|
2025
Q2 | $51.1M | Buy |
249,760
+12,003
| +5% | +$2.33M | 5.19% | 5 |
|
|
2025
Q1 | $46.1M | Sell |
237,757
-8,197
| -3% | -$1.63M | 5.09% | 5 |
|
|
2024
Q4 | $48.2M | Buy |
245,954
+9,317
| +4% | +$1.86M | 5.44% | 4 |
|
|
2024
Q3 | $46.9M | Buy |
236,637
+8,943
| +4% | +$1.7M | 5.3% | 5 |
|
|
2024
Q2 | $41.6M | Sell |
227,694
-3,601
| -2% | -$648K | 5.08% | 5 |
|
|
2024
Q1 | $42.2M | Sell |
231,295
-4,591
| -2% | -$807K | 5.57% | 5 |
|
|
2023
Q4 | $40.2M | Buy |
235,886
+1,020
| +0.4% | +$164K | 5.64% | 4 |
|
|
2023
Q3 | $36.5M | Sell |
234,866
-3,319
| -1% | -$538K | 6.21% | 4 |
|
|
2023
Q2 | $38.7M | Buy |
238,185
+4,868
| +2% | +$762K | 6.38% | 3 |
|
|
2023
Q1 | $35.9M | Buy |
233,317
+6,842
| +3% | +$1.05M | 6.36% | 4 |
|
|
2022
Q4 | $34.4M | Buy |
226,475
+5,662
| +3% | +$844K | 6.51% | 3 |
|
|
2022
Q3 | $29.8M | Buy |
220,813
+3,454
| +2% | +$514K | 6.25% | 3 |
|
|
2022
Q2 | $31.2M | Sell |
217,359
-1,023
| -0.5% | -$156K | 6.09% | 3 |
|
|
2022
Q1 | $35.4M | Sell |
218,382
-4,946
| -2% | -$798K | 6.02% | 4 |
|
|
2021
Q4 | $38.4M | Buy |
223,328
+7,939
| +4% | +$1.31M | 6.72% | 3 |
|
|
2021
Q3 | $33.1M | Buy |
215,389
+3,596
| +2% | +$573K | 6.42% | 3 |
|
|
2021
Q2 | $32.8M | Buy |
211,793
+22,449
| +12% | +$3.45M | 6.42% | 4 |
|
|
2021
Q1 | $27.8M | Buy |
189,344
+6,995
| +4% | +$995K | 6.03% | 4 |
|
|
2020
Q4 | $25.7M | Buy |
182,349
+2,004
| +1% | +$272K | 5.99% | 4 |
|
|
2020
Q3 | $23.2M | Sell |
180,345
-4,356
| -2% | -$548K | 6.3% | 4 |
|
|
2020
Q2 | $21.6M | Buy |
184,701
+12,005
| +7% | +$1.37M | 6.07% | 4 |
|
|
2020
Q1 | $17.9M | Buy |
172,696
+8,767
| +5% | +$1.05M | 6.2% | 4 |
|
|
2019
Q4 | $20.4M | Buy |
163,929
+3,857
| +2% | +$467K | 5.71% | 5 |
|
|
2019
Q3 | $19.1M | Sell |
160,072
-2,636
| -2% | -$311K | 5.83% | 5 |
|
|
2019
Q2 | $18.7M | Buy |
162,708
+9,321
| +6% | +$1.05M | 5.64% | 6 |
|
|
2019
Q1 | $16.8M | Buy |
153,387
+12,785
| +9% | +$1.35M | 5.24% | 6 |
|
|
2018
Q4 | $13.8M | Buy |
140,602
+9,421
| +7% | +$982K | 4.95% | 6 |
|
|
2018
Q3 | $14.5M | Buy |
131,181
+9,143
| +7% | +$983K | 4.48% | 7 |
|
|
2018
Q2 | $12.4M | Buy |
122,038
+14,195
| +13% | +$1.45M | 4.01% | 8 |
|
|
2018
Q1 | $10.9M | Buy |
107,843
+22,132
| +26% | +$2.29M | 3.61% | 8 |
|
|
2017
Q4 | $8.74M | Buy |
85,711
+31,429
| +58% | +$3.09M | 2.87% | 10 |
|
|
2017
Q3 | $5.14M | Buy |
+54,282
| New | +$5.06M | 1.79% | 11 |
|
|
2015
Q3 | – | Sell |
-10,645
| Closed | -$836K | – | 134 |
|
|
2015
Q2 | $836K | Buy |
+10,645
| New | +$863K | 0.45% | 31 |
|
Other funds holding VIG
HWM
Wealth Architects's VIG Position: Q2 2026 in Review
Wealth Architects increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.3% in Q2 2026, buying an estimated $1.3M and bringing the position to 256,927 shares worth $60.8M. The position accounts for 4.8% of the portfolio, ranked #5.
Wealth Architects first reported a position in VIG in Q2 2015 and has held it in 37 quarters since. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Wealth Architects held 256,927 shares of Vanguard Dividend Appreciation ETF worth $60.8M as of Q2 2026.
- Wealth Architects bought 5,673 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.3M.
- Vanguard Dividend Appreciation ETF made up 4.8% of Wealth Architects's portfolio in Q2 2026, its #5 holding.
- Wealth Architects first reported a position in Vanguard Dividend Appreciation ETF in Q2 2015 and has held it in 37 quarters since.
- 2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.