Wetzel Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wetzel Investment 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	$2.14M	Sell	9,036 -193	-2%	-$44.3K	0.74%	29
2026 Q1	$1.98M	Sell	9,229 -32	-0.3%	-$7.13K	0.79%	28
2025 Q4	$2.04M	Sell	9,261 -5	-0.1%	-$1.09K	0.82%	26
2025 Q3	$2.01M	Sell	9,266 -445	-5%	-$93.4K	0.86%	26
2025 Q2	$2M	Sell	9,711 -2,095	-18%	-$406K	0.91%	25
2025 Q1	$2.29M	Sell	11,806 -244	-2%	-$48.5K	1.15%	24
2024 Q4	$2.36M	Sell	12,050 -192	-2%	-$38.3K	1.17%	23
2024 Q3	$2.43M	Sell	12,242 -682	-5%	-$130K	1.22%	24
2024 Q2	$2.36M	Buy	12,924 +54	+0.4%	+$9.72K	1.35%	20
2024 Q1	$2.23M	Sell	12,870 -225	-2%	-$39.5K	1.32%	20
2023 Q4	$2.23M	Buy	+13,095	New	+$2.11M	1.37%	20

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wetzel Investment Advisors's VIG Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.1% in Q2 2026, selling an estimated $44.3K and leaving 9,036 shares worth $2.14M. The position accounts for 0.74% of the portfolio, ranked #29.

Wetzel Investment Advisors first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.43M in Q3 2024. 1,239 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Wetzel Investment Advisors held 9,036 shares of Vanguard Dividend Appreciation ETF worth $2.14M as of Q2 2026.
Wetzel Investment Advisors sold 193 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $44.3K.
Vanguard Dividend Appreciation ETF made up 0.74% of Wetzel Investment Advisors's portfolio in Q2 2026, its #29 holding.
Wetzel Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $2.43M in Q3 2024.
1,239 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.