Wealth Effects’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wealth Effects’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	$492K	Buy	2,080 +600	+41%	+$138K	0.13%	135
2026 Q1	$318K	Hold	1,480	–	–	0.11%	152
2025 Q4	$325K	Hold	1,480	–	–	0.1%	145
2025 Q3	$319K	Hold	1,480	–	–	0.1%	148
2025 Q2	$303K	Sell	1,480 -30	-2%	-$5.82K	0.11%	149
2025 Q1	$293K	Sell	1,510 -463	-23%	-$92.1K	0.12%	137
2024 Q4	$386K	Hold	1,973	–	–	0.14%	134
2024 Q3	$391K	Buy	1,973 +154	+8%	+$29.3K	0.14%	132
2024 Q2	$332K	Hold	1,819	–	–	0.12%	141
2024 Q1	$332K	Sell	1,819 -2,865	-61%	-$503K	0.12%	141
2023 Q4	$798K	Buy	4,684 +2,388	+104%	+$384K	0.3%	74
2023 Q3	$357K	Buy	2,296 +70	+3%	+$11.3K	0.18%	116
2023 Q2	$362K	Buy	2,226 +341	+18%	+$53.4K	0.16%	123
2023 Q1	$290K	Hold	1,885	–	–	0.15%	139
2022 Q4	$286K	Buy	+1,885	New	+$281K	0.16%	137

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 Effects's VIG Position: Q2 2026 in Review

Wealth Effects increased its Vanguard Dividend Appreciation ETF (VIG) stake by 41% in Q2 2026, buying an estimated $138K and bringing the position to 2,080 shares worth $492K. The position accounts for 0.13% of the portfolio, ranked #135.

Wealth Effects first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $798K in Q4 2023. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Wealth Effects held 2,080 shares of Vanguard Dividend Appreciation ETF worth $492K as of Q2 2026.
Wealth Effects bought 600 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $138K.
Vanguard Dividend Appreciation ETF made up 0.13% of Wealth Effects's portfolio in Q2 2026, its #135 holding.
Wealth Effects first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
Wealth Effects's Vanguard Dividend Appreciation ETF position peaked at $798K in Q4 2023.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.