WealthBridge Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

WealthBridge Capital Management’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	$7.3M	Sell	30,868 -75	-0.2%	-$17.2K	1.45%	16
2026 Q1	$6.65M	Buy	30,943 +925	+3%	+$206K	1.53%	14
2025 Q4	$6.6M	Sell	30,018 -430	-1%	-$94K	1.5%	14
2025 Q3	$6.57M	Buy	30,448 +989	+3%	+$208K	1.54%	15
2025 Q2	$6.03M	Buy	29,459 +20	+0.1%	+$3.88K	1.53%	14
2025 Q1	$5.71M	Buy	29,439 +25	+0.1%	+$4.97K	1.61%	13
2024 Q4	$5.76M	Buy	29,414 +684	+2%	+$137K	1.6%	13
2024 Q3	$5.69M	Buy	28,730 +832	+3%	+$158K	1.63%	12
2024 Q2	$5.09M	Buy	27,898 +577	+2%	+$104K	1.68%	16
2024 Q1	$4.99M	Buy	27,321 +827	+3%	+$145K	1.68%	14
2023 Q4	$4.51M	Buy	26,494 +213	+0.8%	+$34.3K	1.69%	15
2023 Q3	$4.08M	Buy	26,281 +512	+2%	+$83K	1.69%	14
2023 Q2	$4.19M	Buy	25,769 +210	+0.8%	+$32.9K	1.67%	13
2023 Q1	$3.94M	Buy	25,559 +249	+1%	+$38.1K	1.57%	13
2022 Q4	$3.84M	Buy	25,310 +212	+0.8%	+$31.6K	1.61%	11
2022 Q3	$3.6M	Hold	25,098	–	–	1.54%	14
2022 Q2	$3.6M	Buy	25,098 +477	+2%	+$72.6K	1.54%	14
2022 Q1	$3.99M	Sell	24,621 -1,508	-6%	-$243K	1.49%	16
2021 Q4	$4.49M	Sell	26,129 -2,903	-10%	-$478K	1.68%	13
2021 Q3	$4.46M	Sell	29,032 -782	-3%	-$125K	1.67%	16
2021 Q2	$4.62M	Buy	29,814 +3,788	+15%	+$581K	1.68%	16
2021 Q1	$3.83M	Buy	26,026 +638	+3%	+$90.8K	1.56%	17
2020 Q4	$3.58M	Buy	25,388 +886	+4%	+$120K	1.57%	18
2020 Q3	$3.15M	Sell	24,502 -109	-0.4%	-$13.7K	1.62%	16
2020 Q2	$2.88M	Buy	24,611 +1,902	+8%	+$217K	1.63%	17
2020 Q1	$2.35M	Buy	+22,709	New	+$2.71M	1.63%	16
2019 Q2	–	Sell	-595	Closed	-$66K	–	849
2019 Q1	$66K	Hold	595	–	–	0.04%	241
2018 Q4	$58K	Buy	+595	New	+$62K	0.04%	231

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

WealthBridge Capital Management's VIG Position: Q2 2026 in Review

WealthBridge Capital Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.24% in Q2 2026, selling an estimated $17.2K and leaving 30,868 shares worth $7.3M. The position accounts for 1.45% of the portfolio, ranked #16.

WealthBridge Capital Management first reported a position in VIG in Q4 2018 and has held it in 28 quarters since. 2,590 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

WealthBridge Capital Management held 30,868 shares of Vanguard Dividend Appreciation ETF worth $7.3M as of Q2 2026.
WealthBridge Capital Management sold 75 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $17.2K.
Vanguard Dividend Appreciation ETF made up 1.45% of WealthBridge Capital Management's portfolio in Q2 2026, its #16 holding.
WealthBridge Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 28 quarters since.
2,590 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.