Websterrogers Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Websterrogers Financial 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	$16.6M	Buy	70,298 +6,374	+10%	+$1.46M	4.26%	5
2026 Q1	$13.7M	Buy	63,924 +4,426	+7%	+$987K	3.93%	10
2025 Q4	$13.1M	Buy	59,498 +1,500	+3%	+$328K	3.8%	11
2025 Q3	$12.5M	Buy	57,998 +3,638	+7%	+$764K	3.75%	11
2025 Q2	$11.1M	Buy	54,360 +3,678	+7%	+$713K	3.54%	11
2025 Q1	$9.83M	Buy	50,682 +48,160	+1,910%	+$9.58M	3.36%	11
2024 Q4	$494K	Hold	2,522	–	–	0.17%	48
2024 Q3	$500K	Buy	2,522 +224	+10%	+$42.7K	0.17%	48
2024 Q2	$420K	Hold	2,298	–	–	0.15%	50
2024 Q1	$420K	Buy	2,298 +28	+1%	+$4.92K	0.15%	52
2023 Q4	$387K	Hold	2,270	–	–	0.16%	49
2023 Q3	$353K	Hold	2,270	–	–	0.16%	52
2023 Q2	$369K	Sell	2,270 -495	-18%	-$77.5K	0.16%	49
2023 Q1	$426K	Buy	2,765 +495	+22%	+$75.8K	0.2%	49
2022 Q4	$345K	Hold	2,270	–	–	0.17%	50
2022 Q3	$307K	Sell	2,270 -229	-9%	-$34.1K	0.16%	45
2022 Q2	$359K	Sell	2,499 -114	-4%	-$17.4K	0.18%	48
2022 Q1	$425K	Buy	2,613 +918	+54%	+$148K	0.22%	50
2021 Q4	$291K	Sell	1,695 -226	-12%	-$37.3K	0.07%	55
2021 Q3	$295K	Buy	+1,921	New	+$306K	0.07%	48

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

Websterrogers Financial Advisors's VIG Position: Q2 2026 in Review

Websterrogers Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 10% in Q2 2026, buying an estimated $1.46M and bringing the position to 70,298 shares worth $16.6M. The position accounts for 4.26% of the portfolio, ranked #5.

Websterrogers Financial Advisors first reported a position in VIG in Q3 2021 and has held it in 20 quarters since. 2,590 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Websterrogers Financial Advisors held 70,298 shares of Vanguard Dividend Appreciation ETF worth $16.6M as of Q2 2026.
Websterrogers Financial Advisors bought 6,374 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.46M.
Vanguard Dividend Appreciation ETF made up 4.26% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #5 holding.
Websterrogers Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 20 quarters since.
2,590 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.