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

Wellspring 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	$2.53M	Sell	10,693 -898	-8%	-$206K	0.17%	58
2026 Q1	$2.49M	Sell	11,591 -688	-6%	-$153K	0.19%	56
2025 Q4	$2.7M	Buy	12,279 +96	+0.8%	+$21K	0.21%	46
2025 Q3	$2.63M	Sell	12,183 -553	-4%	-$116K	0.24%	37
2025 Q2	$2.61M	Sell	12,736 -5	-0%	-$969	0.26%	36
2025 Q1	$2.47M	Sell	12,741 -187	-1%	-$37.2K	0.28%	35
2024 Q4	$2.53M	Buy	12,928 +23	+0.2%	+$4.59K	0.26%	37
2024 Q3	$2.56M	Buy	12,905 +10	+0.1%	+$1.9K	0.3%	34
2024 Q2	$2.35M	Sell	12,895 -1,940	-13%	-$349K	0.32%	35
2024 Q1	$2.71M	Buy	14,835 +11	+0.1%	+$1.93K	0.43%	33
2023 Q4	$2.53M	Sell	14,824 -1,157	-7%	-$186K	0.63%	33
2023 Q3	$2.48M	Buy	15,981 +12	+0.1%	+$1.95K	0.73%	33
2023 Q2	$2.59M	Hold	15,969	–	–	0.73%	32
2023 Q1	$2.46M	Buy	15,969 +13	+0.1%	+$1.99K	0.73%	33
2022 Q4	$2.42M	Buy	15,956 +15	+0.1%	+$2.24K	0.81%	29
2022 Q3	$2.15M	Buy	15,941 +13	+0.1%	+$1.94K	0.8%	28
2022 Q2	$2.29M	Buy	15,928 +12	+0.1%	+$1.83K	0.8%	28
2022 Q1	$2.58M	Sell	15,916 -569	-3%	-$91.8K	0.76%	29
2021 Q4	$2.83M	Buy	16,485 +594	+4%	+$97.9K	0.79%	29
2021 Q3	$2.44M	Buy	15,891 +11	+0.1%	+$1.75K	0.74%	28
2021 Q2	$2.46M	Sell	15,880 -1,539	-9%	-$236K	0.77%	29
2021 Q1	$1.8M	Buy	17,419 +389	+2%	+$55.3K	0.87%	22
2020 Q4	$2.4M	Sell	17,030 -405	-2%	-$54.9K	0.84%	26
2020 Q3	$2.24M	Buy	17,435 +16	+0.1%	+$2.01K	0.88%	25
2020 Q2	$2.04M	Hold	17,419	–	–	0.84%	26
2020 Q1	$1.8M	Buy	+17,419	New	+$2.08M	0.87%	22

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

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

Wellspring Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.7% in Q2 2026, selling an estimated $206K and leaving 10,693 shares worth $2.53M. The position accounts for 0.17% of the portfolio, ranked #58.

Wellspring Financial Advisors first reported a position in VIG in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.83M in Q4 2021. 989 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Wellspring Financial Advisors held 10,693 shares of Vanguard Dividend Appreciation ETF worth $2.53M as of Q2 2026.
Wellspring Financial Advisors sold 898 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $206K.
Vanguard Dividend Appreciation ETF made up 0.17% of Wellspring Financial Advisors's portfolio in Q2 2026, its #58 holding.
Wellspring Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 26 quarters since.
Wellspring Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $2.83M in Q4 2021.
989 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.