Wealth Dimensions Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wealth Dimensions Group’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	$1.24M	Hold	5,222	–	–	0.22%	57
2026 Q1	$1.12M	Sell	5,222 -22	-0.4%	-$4.9K	0.22%	56
2025 Q4	$1.15M	Sell	5,244 -83	-2%	-$18.1K	0.23%	56
2025 Q3	$1.15M	Buy	5,327 +211	+4%	+$44.3K	0.24%	60
2025 Q2	$1.05M	Buy	5,116 +421	+9%	+$81.6K	0.23%	58
2025 Q1	$911K	Sell	4,695 -224	-5%	-$44.5K	0.22%	61
2024 Q4	$963K	Buy	4,919 +1,640	+50%	+$327K	0.24%	56
2024 Q3	$649K	Hold	3,279	–	–	0.16%	73
2024 Q2	$599K	Buy	3,279 +83	+3%	+$14.9K	0.17%	71
2024 Q1	$584K	Hold	3,196	–	–	0.17%	74
2023 Q4	$545K	Sell	3,196 -1,931	-38%	-$311K	0.17%	70
2023 Q3	$797K	Buy	5,127 +9	+0.2%	+$1.46K	0.29%	48
2023 Q2	$831K	Buy	5,118 +2,622	+105%	+$411K	0.3%	47
2023 Q1	$384K	Buy	2,496 +880	+54%	+$135K	0.15%	91
2022 Q4	$245K	Hold	1,616	–	–	0.1%	115
2022 Q3	$218K	Hold	1,616	–	–	0.11%	110
2022 Q2	$232K	Hold	1,616	–	–	0.11%	113
2022 Q1	$262K	Hold	1,616	–	–	0.12%	113
2021 Q4	$278K	Hold	1,616	–	–	0.14%	108
2021 Q3	$248K	Hold	1,616	–	–	0.16%	109
2021 Q2	$250K	Hold	1,616	–	–	0.17%	103
2021 Q1	$238K	Buy	1,616 +6	+0.4%	+$854	0.18%	102
2020 Q4	$227K	Buy	+1,610	New	+$218K	0.2%	97

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

Wealth Dimensions Group's VIG Position: Q2 2026 in Review

Wealth Dimensions Group held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 5,222 shares worth $1.24M. The position accounts for 0.22% of the portfolio, ranked #57.

Wealth Dimensions Group first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Wealth Dimensions Group held 5,222 shares of Vanguard Dividend Appreciation ETF worth $1.24M as of Q2 2026.
Wealth Dimensions Group left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.22% of Wealth Dimensions Group's portfolio in Q2 2026, its #57 holding.
Wealth Dimensions Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.