Wiser Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wiser Wealth 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	$1.43M	Sell	6,033 -174	-3%	-$40K	0.27%	27
2026 Q1	$1.33M	Buy	6,207 +875	+16%	+$195K	0.29%	27
2025 Q4	$1.17M	Buy	5,332 +96	+2%	+$21K	0.26%	27
2025 Q3	$1.13M	Sell	5,236 -284	-5%	-$59.6K	0.26%	28
2025 Q2	$1.13M	Sell	5,520 -1,538	-22%	-$298K	0.28%	25
2025 Q1	$1.37M	Buy	7,058 +3,210	+83%	+$638K	0.38%	22
2024 Q4	$754K	Buy	3,848 +1,016	+36%	+$203K	0.21%	27
2024 Q3	$561K	Buy	2,832 +1,111	+65%	+$212K	0.16%	29
2024 Q2	$314K	Buy	1,721 +390	+29%	+$70.2K	0.1%	30
2024 Q1	$243K	Hold	1,331	–	–	0.08%	27
2023 Q4	$224K	Buy	1,331 +21	+2%	+$3.38K	0.08%	32
2023 Q3	$204K	Sell	1,310 -46	-3%	-$7.46K	0.08%	35
2023 Q2	$220K	Buy	1,356 +47	+4%	+$7.36K	0.09%	34
2023 Q1	$202K	Buy	+1,309	New	+$201K	0.09%	33

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

Wiser Wealth Management's VIG Position: Q2 2026 in Review

Wiser Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.8% in Q2 2026, selling an estimated $40K and leaving 6,033 shares worth $1.43M. The position accounts for 0.27% of the portfolio, ranked #27.

Wiser Wealth Management first reported a position in VIG in Q1 2023 and has held it in 14 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Wiser Wealth Management held 6,033 shares of Vanguard Dividend Appreciation ETF worth $1.43M as of Q2 2026.
Wiser Wealth Management sold 174 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $40K.
Vanguard Dividend Appreciation ETF made up 0.27% of Wiser Wealth Management's portfolio in Q2 2026, its #27 holding.
Wiser Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 14 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.