WG
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Welch Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Welch Group’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 		$963K Buy
4,070
+1,002
+33% +$230K 0.03% 131
2026
Q1 		$660K Sell
3,068
-89
-3% -$19.8K 0.02% 151
2025
Q4 		$694K Buy
3,157
+155
+5% +$33.9K 0.03% 145
2025
Q3 		$648K Sell
3,002
-768
-20% -$161K 0.03% 141
2025
Q2 		$772K Buy
3,770
+1,306
+53% +$253K 0.03% 122
2025
Q1 		$473K Buy
2,464
+20
+0.8% +$3.98K 0.02% 149
2024
Q4 		$479K Buy
2,444
+14
+0.6% +$2.79K 0.02% 154
2024
Q3 		$481K Sell
2,430
-114
-4% -$21.7K 0.02% 149
2024
Q2 		$464K Buy
2,544
+121
+5% +$21.8K 0.02% 148
2024
Q1 		$442K Buy
2,423
+6
+0.2% +$1.05K 0.02% 135
2023
Q4 		$412K Buy
2,417
+16
+0.7% +$2.57K 0.02% 139
2023
Q3 		$373K Buy
2,401
+211
+10% +$34.2K 0.02% 134
2023
Q2 		$356K Buy
2,190
+94
+4% +$14.7K 0.02% 144
2023
Q1 		$323K Buy
2,096
+6
+0.3% +$919 0.02% 148
2022
Q4 		$317K Buy
2,090
+7
+0.3% +$1.04K 0.02% 151
2022
Q3 		$282K Buy
2,083
+368
+21% +$54.8K 0.02% 136
2022
Q2 		$246K Sell
1,715
-279
-14% -$42.5K 0.02% 169
2022
Q1 		$323K Buy
1,994
+501
+34% +$80.8K 0.02% 152
2021
Q4 		$256K Buy
1,493
+5
+0.3% +$824 0.02% 184
2021
Q3 		$229K Buy
1,488
+14
+0.9% +$2.23K 0.02% 165
2021
Q2 		$228K Buy
1,474
+76
+5% +$11.7K 0.02% 168
2021
Q1 		$206K Buy
+1,398
New +$199K 0.01% 180
2020
Q2 		– Sell
-1,096
Closed -$113K – 153
2020
Q1 		$113K Buy
+1,096
New +$131K 0.01% 147

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Welch Group's VIG Position: Q2 2026 in Review

Welch Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 33% in Q2 2026, buying an estimated $230K and bringing the position to 4,070 shares worth $963K. The position accounts for 0.03% of the portfolio, ranked #131.

Welch Group first reported a position in VIG in Q1 2020 and has held it in 23 quarters since. 1,249 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Welch Group held 4,070 shares of Vanguard Dividend Appreciation ETF worth $963K as of Q2 2026.
  • Welch Group bought 1,002 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $230K.
  • Vanguard Dividend Appreciation ETF made up 0.03% of Welch Group's portfolio in Q2 2026, its #131 holding.
  • Welch Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 23 quarters since.
  • 1,249 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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