West Wealth Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

West Wealth 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	$334K	Buy	+1,410	New	+$324K	0.05%	112
2023 Q2	–	Sell	-3,528	Closed	-$543K	–	80
2023 Q1	$543K	Sell	3,528 -39	-1%	-$5.97K	0.25%	28
2022 Q4	$542K	Sell	3,567 -580	-14%	-$86.4K	0.27%	30
2022 Q3	$560K	Sell	4,147 -1,058	-20%	-$157K	0.28%	31
2022 Q2	$746K	Buy	5,205 +1,603	+45%	+$244K	0.35%	31
2022 Q1	$584K	Buy	+3,602	New	+$581K	0.23%	27

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

West Wealth Group's VIG Position: Q2 2026 in Review

West Wealth Group opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 1,410 shares worth $334K. The stake represents 0.05% of the portfolio and ranks #112 among its holdings. This is a return to the name: West Wealth Group previously reported a position in VIG as recently as Q1 2023.

West Wealth Group first reported a position in VIG in Q1 2022 and has held it in 6 quarters since. The position peaked at $746K in Q2 2022. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

West Wealth Group held 1,410 shares of Vanguard Dividend Appreciation ETF worth $334K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new West Wealth Group position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.05% of West Wealth Group's portfolio in Q2 2026, its #112 holding.
West Wealth Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 6 quarters since.
West Wealth Group's Vanguard Dividend Appreciation ETF position peaked at $746K in Q2 2022.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.