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Wealthedge Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wealthedge Investment Advisors’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 		$233K Buy
985
+1
+0.1% +$230 0.08% 133
2026
Q1 		$212K Sell
984
-797
-45% -$178K 0.08% 134
2025
Q4 		$392K Buy
1,781
+9
+0.5% +$1.97K 0.14% 98
2025
Q3 		$382K Sell
1,772
-54
-3% -$11.3K 0.14% 103
2025
Q2 		$374K Sell
1,826
-58
-3% -$11.2K 0.16% 113
2025
Q1 		$366K Buy
1,884
+5
+0.3% +$994 0.16% 115
2024
Q4 		$368K Buy
+1,879
New +$375K 0.17% 111

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthedge Investment Advisors's VIG Position: Q2 2026 in Review

Wealthedge Investment Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.1% in Q2 2026, buying an estimated $230 and bringing the position to 985 shares worth $233K. The position accounts for 0.08% of the portfolio, ranked #133.

Wealthedge Investment Advisors first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $392K in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Wealthedge Investment Advisors held 985 shares of Vanguard Dividend Appreciation ETF worth $233K as of Q2 2026.
  • Wealthedge Investment Advisors bought 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
  • Vanguard Dividend Appreciation ETF made up 0.08% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #133 holding.
  • Wealthedge Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealthedge Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $392K in Q4 2025.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.