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Weitzel Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Weitzel Financial Services’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 		$383K Buy
1,610
+31
+2% +$7.12K 0.13% 38
2026
Q1 		$341K Buy
1,579
+7
+0.4% +$1.56K 0.13% 41
2025
Q4 		$347K Buy
1,572
+8
+0.5% +$1.75K 0.13% 39
2025
Q3 		$336K Buy
1,564
+207
+15% +$43.5K 0.14% 37
2025
Q2 		$281K Buy
1,357
+90
+7% +$17.4K 0.12% 37
2025
Q1 		$238K Hold
1,267
– – 0.11% 37
2024
Q4 		$250K Sell
1,267
-47
-4% -$9.38K 0.12% 39
2024
Q3 		$258K Buy
1,314
+195
+17% +$37.1K 0.12% 37
2024
Q2 		$204K Buy
1,119
+3
+0.3% +$540 0.1% 41
2024
Q1 		$203K Sell
1,116
-176
-14% -$30.9K 0.1% 39
2023
Q4 		$220K Buy
+1,292
New +$208K 0.12% 37
2022
Q2 		– Sell
-1,354
Closed -$220K – 37
2022
Q1 		$220K Buy
1,354
+123
+10% +$19.8K 0.14% 30
2021
Q4 		$211K Buy
+1,231
New +$203K 0.13% 31
2021
Q1 		– Sell
-2,084
Closed -$298K – 29
2020
Q4 		$298K Buy
+2,084
New +$282K 0.22% 22

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AL
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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Weitzel Financial Services's VIG Position: Q2 2026 in Review

Weitzel Financial Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2% in Q2 2026, buying an estimated $7.12K and bringing the position to 1,610 shares worth $383K. The position accounts for 0.13% of the portfolio, ranked #38.

Weitzel Financial Services first reported a position in VIG in Q4 2020 and has held it in 14 quarters since. 603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Weitzel Financial Services held 1,610 shares of Vanguard Dividend Appreciation ETF worth $383K as of Q2 2026.
  • Weitzel Financial Services bought 31 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $7.12K.
  • Vanguard Dividend Appreciation ETF made up 0.13% of Weitzel Financial Services's portfolio in Q2 2026, its #38 holding.
  • Weitzel Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 14 quarters since.
  • 603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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