Wealthquest’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wealthquest’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	$868K	Buy	3,667 +338	+10%	+$77.6K	0.05%	69
2026 Q1	$716K	Sell	3,329 -24	-0.7%	-$5.35K	0.05%	71
2025 Q4	$737K	Buy	+3,353	New	+$733K	0.06%	70
2025 Q3	–	Sell	-3,353	Closed	-$686K	–	123
2025 Q2	$686K	Sell	3,353 -166	-5%	-$32.2K	0.05%	66
2025 Q1	$683K	Sell	3,519 -159	-4%	-$31.6K	0.06%	62
2024 Q4	$720K	Sell	3,678 -50	-1%	-$9.98K	0.06%	62
2024 Q3	$734K	Hold	3,728	–	–	0.06%	64
2024 Q2	$681K	Sell	3,728 -279	-7%	-$50.2K	0.07%	61
2024 Q1	$732K	Hold	4,007	–	–	0.08%	60
2023 Q4	$683K	Hold	4,007	–	–	0.08%	67
2023 Q3	$623K	Sell	4,007 -20	-0.5%	-$3.24K	0.08%	66
2023 Q2	$654K	Hold	4,027	–	–	0.08%	66
2023 Q1	$620K	Hold	4,027	–	–	0.08%	67
2022 Q4	$611K	Hold	4,027	–	–	0.08%	71
2022 Q3	$544K	Hold	4,027	–	–	0.08%	72
2022 Q2	$577K	Sell	4,027 -15	-0.4%	-$2.28K	0.09%	68
2022 Q1	$694K	Hold	4,042	–	–	0.11%	67
2021 Q4	$694K	Buy	4,042 +500	+14%	+$82.4K	0.11%	67
2021 Q3	$544K	Buy	3,542 +275	+8%	+$43.8K	0.09%	72
2021 Q2	$505K	Buy	3,267 +150	+5%	+$23K	0.09%	79
2021 Q1	$458K	Sell	3,117 -71	-2%	-$10.1K	0.09%	83
2020 Q4	$450K	Sell	3,188 -927	-23%	-$126K	0.1%	78
2020 Q3	$529K	Buy	4,115 +2,293	+126%	+$288K	0.13%	65
2020 Q2	$213K	Buy	+1,822	New	+$207K	0.05%	100
2019 Q4	$227K	Sell	1,822 -50	-3%	-$6.05K	0.07%	122
2019 Q3	$223K	Buy	+1,872	New	+$221K	0.07%	121

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Wealthquest's VIG Position: Q2 2026 in Review

Wealthquest increased its Vanguard Dividend Appreciation ETF (VIG) stake by 10% in Q2 2026, buying an estimated $77.6K and bringing the position to 3,667 shares worth $868K. The position accounts for 0.05% of the portfolio, ranked #69.

Wealthquest first reported a position in VIG in Q3 2019 and has held it in 26 quarters since. 1,041 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Wealthquest held 3,667 shares of Vanguard Dividend Appreciation ETF worth $868K as of Q2 2026.
Wealthquest bought 338 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $77.6K.
Vanguard Dividend Appreciation ETF made up 0.05% of Wealthquest's portfolio in Q2 2026, its #69 holding.
Wealthquest first reported a position in Vanguard Dividend Appreciation ETF in Q3 2019 and has held it in 26 quarters since.
1,041 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.