Wingate Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wingate Wealth Advisors’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	$28M	Buy	118,186 +17,277	+17%	+$3.97M	12.32%	1
2026 Q1	$21.7M	Buy	100,909 +12,465	+14%	+$2.78M	11.6%	1
2025 Q4	$19.4M	Buy	88,444 +69,922	+378%	+$15.3M	10.85%	1
2025 Q3	$4M	Buy	18,522 +8,942	+93%	+$1.88M	2.77%	6
2025 Q2	$1.96M	Buy	9,580 +1,411	+17%	+$273K	1.75%	18
2025 Q1	$1.58M	Buy	8,169 +365	+5%	+$72.6K	1.82%	18
2024 Q4	$1.53M	Buy	+7,804	New	+$1.56M	1.5%	21

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

Wingate Wealth Advisors's VIG Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 17% in Q2 2026, buying an estimated $3.97M and bringing the position to 118,186 shares worth $28M. The position accounts for 12.32% of the portfolio, ranked #1.

Wingate Wealth Advisors first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Wingate Wealth Advisors held 118,186 shares of Vanguard Dividend Appreciation ETF worth $28M as of Q2 2026.
Wingate Wealth Advisors bought 17,277 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $3.97M.
Vanguard Dividend Appreciation ETF made up 12.32% of Wingate Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Wingate Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.