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

Wealth Management Strategies’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	$294K	Buy	1,243 +5	+0.4%	+$1.15K	0.12%	35
2026 Q1	$266K	Buy	1,238 +5	+0.4%	+$1.11K	0.12%	36
2025 Q4	$271K	Sell	1,233 -1,376	-53%	-$301K	0.12%	36
2025 Q3	$563K	Buy	2,609 +11	+0.4%	+$2.31K	0.28%	22
2025 Q2	$532K	Sell	2,598 -419	-14%	-$81.2K	0.29%	22
2025 Q1	$585K	Buy	3,017 +15	+0.5%	+$2.98K	0.39%	20
2024 Q4	$588K	Buy	+3,002	New	+$599K	0.45%	19

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 Strategies's VIG Position: Q2 2026 in Review

Wealth Management Strategies increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.4% in Q2 2026, buying an estimated $1.15K and bringing the position to 1,243 shares worth $294K. The position accounts for 0.12% of the portfolio, ranked #35.

Wealth Management Strategies first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $588K in Q4 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Wealth Management Strategies held 1,243 shares of Vanguard Dividend Appreciation ETF worth $294K as of Q2 2026.
Wealth Management Strategies bought 5 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.15K.
Vanguard Dividend Appreciation ETF made up 0.12% of Wealth Management Strategies's portfolio in Q2 2026, its #35 holding.
Wealth Management Strategies first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
Wealth Management Strategies's Vanguard Dividend Appreciation ETF position peaked at $588K in Q4 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Wealth Management Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.