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Wheelhouse Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wheelhouse Advisory 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 		$22.8M Buy
96,222
+3,427
+4% +$787K 6.43% 7
2026
Q1 		$20M Buy
92,795
+1,948
+2% +$434K 6.61% 7
2025
Q4 		$20.1M Buy
90,847
+6,571
+8% +$1.44M 7.65% 6
2025
Q3 		$18.2M Buy
84,276
+4,364
+5% +$916K 7.83% 6
2025
Q2 		$16.4M Buy
79,912
+3,004
+4% +$582K 8.06% 6
2025
Q1 		$14.9M Buy
76,908
+4,166
+6% +$828K 8.52% 4
2024
Q4 		$14.2M Buy
72,742
+3,198
+5% +$638K 8.46% 6
2024
Q3 		$13.8M Buy
69,544
+2,423
+4% +$461K 8.87% 5
2024
Q2 		$12.3M Buy
67,121
+3,449
+5% +$621K 8.66% 6
2024
Q1 		$11.6M Buy
63,672
+3,976
+7% +$698K 8.93% 5
2023
Q4 		$10.2M Buy
+59,696
New +$9.61M 8.88% 5

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wheelhouse Advisory Group's VIG Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.7% in Q2 2026, buying an estimated $787K and bringing the position to 96,222 shares worth $22.8M. The position accounts for 6.43% of the portfolio, ranked #7.

Wheelhouse Advisory Group first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 1,889 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Wheelhouse Advisory Group held 96,222 shares of Vanguard Dividend Appreciation ETF worth $22.8M as of Q2 2026.
  • Wheelhouse Advisory Group bought 3,427 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $787K.
  • Vanguard Dividend Appreciation ETF made up 6.43% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #7 holding.
  • Wheelhouse Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,889 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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