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Wealth Enhancement Trust Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wealth Enhancement Trust Services’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 		$399K Buy
1,686
+491
+41% +$113K 0.04% 230
2026
Q1 		$257K Hold
1,195
– – 0.03% 256
2025
Q4 		$263K Buy
+1,195
New +$261K 0.03% 239

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Wealth Enhancement Trust Services's VIG Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 41% in Q2 2026, buying an estimated $113K and bringing the position to 1,686 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #230.

Wealth Enhancement Trust Services first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 2,214 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,686 shares of Vanguard Dividend Appreciation ETF worth $399K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 491 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $113K.
  • Vanguard Dividend Appreciation ETF made up 0.04% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #230 holding.
  • Wealth Enhancement Trust Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,214 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.