WF
VIG icon

Whelan Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Whelan Financial’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 		$271K Buy
1,147
+21
+2% +$4.82K 0.07% 83
2026
Q1 		$242K Buy
1,126
+24
+2% +$5.35K 0.08% 81
2025
Q4 		$242K Buy
+1,102
New +$241K 0.08% 80
2022
Q1 		– Sell
-1,284
Closed -$221K – 25
2021
Q4 		$221K Buy
+1,284
New +$212K 0.14% 17

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
Wealth Enhancement Advisory Services
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
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Whelan Financial's VIG Position: Q2 2026 in Review

Whelan Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.9% in Q2 2026, buying an estimated $4.82K and bringing the position to 1,147 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #83.

Whelan Financial first reported a position in VIG in Q4 2021 and has held it in 4 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Whelan Financial held 1,147 shares of Vanguard Dividend Appreciation ETF worth $271K as of Q2 2026.
  • Whelan Financial bought 21 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $4.82K.
  • Vanguard Dividend Appreciation ETF made up 0.07% of Whelan Financial's portfolio in Q2 2026, its #83 holding.
  • Whelan Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 4 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.