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Wilson & Boucher Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wilson & Boucher Capital 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 		$3.68M Sell
15,537
-379
-2% -$87K 2.16% 12
2026
Q1 		$3.42M Buy
15,916
+262
+2% +$58.4K 2.27% 9
2025
Q4 		$3.44M Sell
15,654
-197
-1% -$43K 2.26% 10
2025
Q3 		$3.42M Sell
15,851
-143
-0.9% -$30K 2.25% 10
2025
Q2 		$3.27M Buy
15,994
+75
+0.5% +$14.5K 2.28% 12
2025
Q1 		$3.09M Buy
15,919
+136
+0.9% +$27K 2.3% 9
2024
Q4 		$3.09M Buy
15,783
+702
+5% +$140K 2.19% 11
2024
Q3 		$2.99M Buy
15,081
+2,156
+17% +$411K 2.06% 10
2024
Q2 		$2.36M Sell
12,925
-165
-1% -$29.7K 1.81% 12
2024
Q1 		$2.39M Buy
13,090
+451
+4% +$79.2K 1.88% 12
2023
Q4 		$2.15M Buy
12,639
+8
+0.1% +$1.29K 1.81% 13
2023
Q3 		$1.96M Buy
12,631
+257
+2% +$41.7K 1.87% 13
2023
Q2 		$2.01M Sell
12,374
-50
-0.4% -$7.83K 1.81% 16
2023
Q1 		$1.91M Sell
12,424
-409
-3% -$62.7K 1.84% 15
2022
Q4 		$1.95M Buy
12,833
+3,538
+38% +$527K 2% 16
2022
Q3 		$1.26M Buy
9,295
+914
+11% +$136K 1.46% 19
2022
Q2 		$1.2M Buy
8,381
+377
+5% +$57.4K 1.32% 25
2022
Q1 		$1.3M Buy
8,004
+41
+0.5% +$6.62K 1.18% 24
2021
Q4 		$1.37M Buy
+7,963
New +$1.31M 1.23% 24

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wilson & Boucher Capital Management's VIG Position: Q2 2026 in Review

Wilson & Boucher Capital Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.4% in Q2 2026, selling an estimated $87K and leaving 15,537 shares worth $3.68M. The position accounts for 2.16% of the portfolio, ranked #12.

Wilson & Boucher Capital Management first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 2,602 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Wilson & Boucher Capital Management held 15,537 shares of Vanguard Dividend Appreciation ETF worth $3.68M as of Q2 2026.
  • Wilson & Boucher Capital Management sold 379 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $87K.
  • Vanguard Dividend Appreciation ETF made up 2.16% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #12 holding.
  • Wilson & Boucher Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,602 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.