WAP
VIG icon

Wealthcare Advisory Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wealthcare Advisory 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 		$23M Sell
97,336
-3,667
-4% -$842K 0.44% 44
2026
Q1 		$21.7M Sell
101,003
-10,974
-10% -$2.45M 0.42% 44
2025
Q4 		$24.6M Sell
111,977
-285
-0.3% -$62.3K 0.48% 38
2025
Q3 		$24.2M Buy
112,262
+2,416
+2% +$507K 0.5% 37
2025
Q2 		$22.5M Buy
109,846
+25,308
+30% +$4.91M 0.51% 37
2025
Q1 		$16.4M Buy
84,538
+3,927
+5% +$781K 0.44% 47
2024
Q4 		$15.8M Sell
80,611
-2,924
-4% -$584K 0.44% 44
2024
Q3 		$16.5M Buy
83,535
+365
+0.4% +$69.5K 0.47% 40
2024
Q2 		$15.2M Buy
83,170
+619
+0.7% +$111K 0.47% 42
2024
Q1 		$15.1M Sell
82,551
-22,943
-22% -$4.03M 0.49% 44
2023
Q4 		$18M Buy
105,494
+3,293
+3% +$530K 0.71% 35
2023
Q3 		$15.9M Sell
102,201
-6,744
-6% -$1.09M 0.73% 36
2023
Q2 		$17.7M Sell
108,945
-4,404
-4% -$690K 0.79% 29
2023
Q1 		$17.5M Buy
113,349
+20,695
+22% +$3.17M 0.75% 29
2022
Q4 		$14.1M Buy
92,654
+41,302
+80% +$6.16M 0.67% 35
2022
Q3 		$6.94M Sell
51,352
-33,301
-39% -$4.96M 0.4% 52
2022
Q2 		$12.1M Sell
84,653
-45,208
-35% -$6.88M 0.73% 33
2022
Q1 		$21.1M Buy
129,861
+37,695
+41% +$6.08M 1.28% 18
2021
Q4 		$15.8M Buy
92,166
+75,028
+438% +$12.4M 0.95% 25
2021
Q3 		$2.63M Sell
17,138
-5,149
-23% -$821K 0.17% 80
2021
Q2 		$3.45M Buy
22,287
+620
+3% +$95.2K 0.23% 64
2021
Q1 		$3.19M Buy
21,667
+3,894
+22% +$554K 0.23% 63
2020
Q4 		$2.51M Buy
17,773
+372
+2% +$50.4K 0.22% 61
2020
Q3 		$2.24M Sell
17,401
-1,187
-6% -$149K 0.25% 55
2020
Q2 		$2.18M Buy
18,588
+3,707
+25% +$422K 0.27% 47
2020
Q1 		$1.54M Sell
14,881
-2,046
-12% -$244K 0.23% 57
2019
Q4 		$2.11M Buy
16,927
+863
+5% +$104K 0.27% 47
2019
Q3 		$1.92M Sell
16,064
-939
-6% -$111K 0.28% 46
2019
Q2 		$1.96M Sell
17,003
-157
-0.9% -$17.6K 0.31% 44
2019
Q1 		$1.88M Sell
17,160
-1,026
-6% -$108K 0.32% 44
2018
Q4 		$1.78M Buy
18,186
+355
+2% +$37K 0.35% 44
2018
Q3 		$1.97M Buy
17,831
+1,686
+10% +$181K 0.36% 41
2018
Q2 		$1.64M Buy
16,145
+1,811
+13% +$185K 0.32% 47
2018
Q1 		$1.45M Buy
14,334
+4,819
+51% +$500K 0.33% 46
2017
Q4 		$971K Buy
9,515
+4,932
+108% +$486K 0.25% 53
2017
Q3 		$434K Buy
4,583
+3,964
+640% +$370K 0.13% 90
2017
Q2 		$57K Buy
619
+4
+0.7% +$367 0.03% 46
2017
Q1 		$55K Sell
615
-342
-36% -$30.3K 0.03% 41
2016
Q4 		$81K Buy
957
+254
+36% +$21.4K 0.05% 39
2016
Q3 		$59K Sell
703
-1,969
-74% -$167K 0.04% 35
2016
Q2 		$222K Buy
+2,672
New +$218K 0.16% 29

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Wealthcare Advisory Partners's VIG Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.6% in Q2 2026, selling an estimated $842K and leaving 97,336 shares worth $23M. The position accounts for 0.44% of the portfolio, ranked #44.

Wealthcare Advisory Partners first reported a position in VIG in Q2 2016 and has held it in 41 quarters since. The position peaked at $24.6M in Q4 2025. 800 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Wealthcare Advisory Partners held 97,336 shares of Vanguard Dividend Appreciation ETF worth $23M as of Q2 2026.
  • Wealthcare Advisory Partners sold 3,667 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $842K.
  • Vanguard Dividend Appreciation ETF made up 0.44% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #44 holding.
  • Wealthcare Advisory Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2016 and has held it in 41 quarters since.
  • Wealthcare Advisory Partners's Vanguard Dividend Appreciation ETF position peaked at $24.6M in Q4 2025.
  • 800 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.