Wealth Management Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wealth Management Partners’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	$697K	Hold	2,945	–	–	0.16%	98
2026 Q1	$633K	Buy	2,945 +1,114	+61%	+$248K	0.18%	93
2025 Q4	$402K	Sell	1,831 -23	-1%	-$5.03K	0.11%	108
2025 Q3	$400K	Hold	1,854	–	–	0.13%	105
2025 Q2	$383K	Hold	1,854	–	–	0.14%	101
2025 Q1	$360K	Sell	1,854 -16	-0.9%	-$3.18K	0.17%	87
2024 Q4	$366K	Sell	1,870 -77	-4%	-$15.4K	0.16%	87
2024 Q3	$386K	Sell	1,947 -725	-27%	-$138K	0.18%	84
2024 Q2	$488K	Sell	2,672 -5	-0.2%	-$900	0.24%	66
2024 Q1	$489K	Hold	2,677	–	–	0.25%	71
2023 Q4	$456K	Hold	2,677	–	–	0.25%	69
2023 Q3	$416K	Buy	2,677 +25	+0.9%	+$4.05K	0.26%	72
2023 Q2	$431K	Buy	2,652 +446	+20%	+$69.8K	0.27%	72
2023 Q1	$340K	Buy	2,206 +206	+10%	+$31.6K	0.24%	79
2022 Q4	$335K	Hold	2,000	–	–	0.28%	70
2022 Q3	$302K	Hold	2,000	–	–	0.27%	70
2022 Q2	$298K	Hold	2,000	–	–	0.26%	73
2022 Q1	$337K	Hold	2,000	–	–	0.24%	76
2021 Q4	$357K	Sell	2,000 -78	-4%	-$12.9K	0.25%	78
2021 Q3	$319K	Hold	2,078	–	–	0.24%	82
2021 Q2	$322K	Buy	2,078 +70	+3%	+$10.7K	0.22%	90
2021 Q1	$300K	Hold	2,008	–	–	0.22%	89
2020 Q4	$283K	Buy	+2,008	New	+$272K	0.22%	94

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 Management Partners's VIG Position: Q2 2026 in Review

Wealth Management Partners held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,945 shares worth $697K. The position accounts for 0.16% of the portfolio, ranked #98.

Wealth Management Partners 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 Management Partners held 2,945 shares of Vanguard Dividend Appreciation ETF worth $697K as of Q2 2026.
Wealth Management Partners left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.16% of Wealth Management Partners's portfolio in Q2 2026, its #98 holding.
Wealth Management Partners 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 Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.