WFA of San Diego’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

WFA of San Diego’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	$3.22M	Sell	13,076 -612	-4%	-$141K	2.64%	8
2026 Q1	$2.94M	Buy	13,688 +802	+6%	+$179K	2.36%	8
2025 Q4	$2.83M	Buy	12,886 +926	+8%	+$202K	2.07%	11
2025 Q3	$2.58M	Sell	11,960 -90	-0.7%	-$18.9K	1.76%	14
2025 Q2	$2.47M	Buy	+12,050	New	+$2.34M	1.82%	12
2024 Q3	$1.7M	Buy	8,600 +176	+2%	+$33.5K	1.44%	18
2024 Q2	$1.54M	Buy	+8,424	New	+$1.52M	1.38%	19
2023 Q3	$1.2M	Sell	7,695 -702	-8%	-$114K	1.24%	21
2023 Q2	$1.36M	Sell	8,397 -7,263	-46%	-$1.14M	1.34%	16
2023 Q1	$2.41M	Buy	15,660 +567	+4%	+$86.9K	2.52%	9
2022 Q4	$2.29M	Sell	15,093 -13	-0.1%	-$1.94K	1.75%	13
2022 Q3	$2.04M	Buy	15,106 +1,959	+15%	+$292K	1.84%	13
2022 Q2	$1.89M	Buy	13,147 +202	+2%	+$30.7K	1.62%	12
2022 Q1	$2.1M	Sell	12,945 -178	-1%	-$28.7K	1.6%	15
2021 Q4	$2.25M	Buy	13,123 +536	+4%	+$88.3K	1.31%	16
2021 Q3	$1.93M	Buy	12,587 +342	+3%	+$54.5K	1.35%	16
2021 Q2	$1.9M	Buy	12,245 +843	+7%	+$129K	1.47%	16
2021 Q1	$1.68M	Sell	11,402 -1,029	-8%	-$146K	1.39%	17
2020 Q4	$141	Sell	12,431 -1,316	-10%	-$178K	0.04%	57
2020 Q3	$1.77M	Buy	13,747 +2,744	+25%	+$345K	1.67%	10
2020 Q2	$1.29M	Buy	+11,003	New	+$1.25M	0.3%	83

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

WFA of San Diego's VIG Position: Q2 2026 in Review

WFA of San Diego reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.5% in Q2 2026, selling an estimated $141K and leaving 13,076 shares worth $3.22M. The position accounts for 2.64% of the portfolio, ranked #8.

WFA of San Diego first reported a position in VIG in Q2 2020 and has held it in 21 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

WFA of San Diego held 13,076 shares of Vanguard Dividend Appreciation ETF worth $3.22M as of Q2 2026.
WFA of San Diego sold 612 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $141K.
Vanguard Dividend Appreciation ETF made up 2.64% of WFA of San Diego's portfolio in Q2 2026, its #8 holding.
WFA of San Diego first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and has held it in 21 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.