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Wilsey Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wilsey Asset Management’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 		$437K Hold
1,846
– – 0.06% 21
2026
Q1 		$397K Hold
1,846
– – 0.06% 20
2025
Q4 		$406K Hold
1,846
– – 0.06% 22
2025
Q3 		$398K Buy
+1,846
New +$388K 0.07% 20

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Wilsey Asset Management's VIG Position: Q2 2026 in Review

Wilsey Asset Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,846 shares worth $437K. The position accounts for 0.06% of the portfolio, ranked #21.

Wilsey Asset Management first reported a position in VIG in Q3 2025 and has held it in 4 quarters since. 603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Wilsey Asset Management held 1,846 shares of Vanguard Dividend Appreciation ETF worth $437K as of Q2 2026.
  • Wilsey Asset Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.06% of Wilsey Asset Management's portfolio in Q2 2026, its #21 holding.
  • Wilsey Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 4 quarters since.
  • 603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Wilsey Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.