Weinberger Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Weinberger Asset Management’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	$2.74M	Sell	11,394 -79	-0.7%	-$18.1K	0.88%	25
2026 Q1	$2.47M	Buy	11,473 +37	+0.3%	+$8.25K	0.93%	25
2025 Q4	$2.51M	Buy	11,436 +624	+6%	+$136K	0.91%	28
2025 Q3	$2.33M	Sell	10,812 -292	-3%	-$61.3K	0.84%	31
2025 Q2	$2.27M	Sell	11,104 -436	-4%	-$84.5K	0.88%	32
2025 Q1	$2.24M	Buy	11,540 +288	+3%	+$57.3K	0.96%	30
2024 Q4	$2.2M	Sell	11,252 -238	-2%	-$47.5K	0.92%	29
2024 Q3	$2.28M	Buy	11,490 +19	+0.2%	+$3.62K	0.97%	30
2024 Q2	$2.09M	Buy	11,471 +247	+2%	+$44.5K	0.99%	28
2024 Q1	$2.05M	Buy	11,224 +169	+2%	+$29.7K	0.99%	27
2023 Q4	$1.88M	Buy	11,055 +130	+1%	+$20.9K	0.97%	26
2023 Q3	$1.7M	Buy	10,925 +331	+3%	+$53.7K	0.97%	24
2023 Q2	$1.72M	Buy	10,594 +24	+0.2%	+$3.76K	0.95%	25
2023 Q1	$1.63M	Buy	10,570 +135	+1%	+$20.7K	0.95%	25
2022 Q4	$1.58M	Buy	10,435 +621	+6%	+$92.6K	0.97%	25
2022 Q3	$1.33M	Buy	9,814 +5,023	+105%	+$747K	0.92%	24
2022 Q2	$687K	Buy	+4,791	New	+$729K	0.45%	40

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

Weinberger Asset Management's VIG Position: Q2 2026 in Review

Weinberger Asset Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.69% in Q2 2026, selling an estimated $18.1K and leaving 11,394 shares worth $2.74M. The position accounts for 0.88% of the portfolio, ranked #25.

Weinberger Asset Management first reported a position in VIG in Q2 2022 and has held it in 17 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Weinberger Asset Management held 11,394 shares of Vanguard Dividend Appreciation ETF worth $2.74M as of Q2 2026.
Weinberger Asset Management sold 79 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $18.1K.
Vanguard Dividend Appreciation ETF made up 0.88% of Weinberger Asset Management's portfolio in Q2 2026, its #25 holding.
Weinberger Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 17 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Weinberger Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.