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

Wealthcare Capital 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 		$2.84M Buy
12,003
+710
+6% +$163K 1.17% 14
2026
Q1 		$2.43M Sell
11,293
-45
-0.4% -$10K 1.14% 16
2025
Q4 		$2.49M Buy
11,338
+174
+2% +$38K 1.17% 16
2025
Q3 		$2.41M Buy
11,164
+349
+3% +$73.3K 1.11% 17
2025
Q2 		$2.21M Buy
10,815
+65
+0.6% +$12.6K 1.11% 18
2025
Q1 		$2.09M Buy
10,750
+372
+4% +$74K 1.07% 15
2024
Q4 		$2.03M Buy
+10,378
New +$2.07M 1.06% 19

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Wealthcare Capital Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 6.3% in Q2 2026, buying an estimated $163K and bringing the position to 12,003 shares worth $2.84M. The position accounts for 1.17% of the portfolio, ranked #14.

Wealthcare Capital Partners first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 1,398 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Wealthcare Capital Partners held 12,003 shares of Vanguard Dividend Appreciation ETF worth $2.84M as of Q2 2026.
  • Wealthcare Capital Partners bought 710 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $163K.
  • Vanguard Dividend Appreciation ETF made up 1.17% of Wealthcare Capital Partners's portfolio in Q2 2026, its #14 holding.
  • Wealthcare Capital Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,398 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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