Wedmont Private Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wedmont Private Capital’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	$6.37M	Buy	26,677 +1,170	+5%	+$269K	0.17%	77
2026 Q1	$5.66M	Buy	25,507 +247	+1%	+$55.1K	0.18%	71
2025 Q4	$5.62M	Buy	25,260 +2,228	+10%	+$487K	0.2%	66
2025 Q3	$5M	Buy	23,032 +4,169	+22%	+$875K	0.19%	69
2025 Q2	$3.9M	Buy	18,863 +67	+0.4%	+$13K	0.17%	76
2025 Q1	$3.47M	Buy	18,796 +839	+5%	+$167K	0.18%	74
2024 Q4	$3.46M	Sell	17,957 -440	-2%	-$87.8K	0.18%	66
2024 Q3	$3.6M	Sell	18,397 -315	-2%	-$60K	0.21%	64
2024 Q2	$3.5M	Buy	18,712 +1,084	+6%	+$195K	0.22%	66
2024 Q1	$3.17M	Buy	17,628 +474	+3%	+$83.3K	0.23%	60
2023 Q4	$2.92M	Buy	17,154 +770	+5%	+$124K	0.24%	60
2023 Q3	$2.56M	Buy	16,384 +8,322	+103%	+$1.35M	0.26%	62
2023 Q2	$1.31M	Buy	8,062 +2,811	+54%	+$440K	0.14%	94
2023 Q1	$812K	Buy	5,251 +177	+3%	+$27.1K	0.11%	138
2022 Q4	$784K	Buy	5,074 +254	+5%	+$37.9K	0.12%	138
2022 Q3	$651K	Buy	4,820 +291	+6%	+$43.3K	0.13%	127
2022 Q2	$650K	Buy	4,529 +931	+26%	+$142K	0.14%	114
2022 Q1	$586K	Buy	3,598 +119	+3%	+$19.2K	0.13%	125
2021 Q4	$584K	Buy	+3,479	New	+$573K	0.18%	96

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

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

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Wedmont Private Capital's VIG Position: Q2 2026 in Review

Wedmont Private Capital increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.6% in Q2 2026, buying an estimated $269K and bringing the position to 26,677 shares worth $6.37M. The position accounts for 0.17% of the portfolio, ranked #77.

Wedmont Private Capital first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Wedmont Private Capital held 26,677 shares of Vanguard Dividend Appreciation ETF worth $6.37M as of Q2 2026.
Wedmont Private Capital bought 1,170 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $269K.
Vanguard Dividend Appreciation ETF made up 0.17% of Wedmont Private Capital's portfolio in Q2 2026, its #77 holding.
Wedmont Private Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.