Wolff Financial Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wolff Financial 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	$1.65M	Buy	6,966 +3	+0%	+$689	0.33%	30
2026 Q1	$1.5M	Sell	6,963 -57	-0.8%	-$12.7K	0.33%	31
2025 Q4	$1.54M	Buy	7,020 +837	+14%	+$183K	0.35%	30
2025 Q3	$1.33M	Hold	6,183	–	–	0.31%	34
2025 Q2	$1.26M	Hold	6,183	–	–	0.33%	33
2025 Q1	$1.2M	Sell	6,183 -31	-0.5%	-$6.16K	0.33%	36
2024 Q4	$1.22M	Sell	6,214 -207	-3%	-$41.3K	0.34%	34
2024 Q3	$1.27M	Buy	+6,421	New	+$1.22M	0.35%	36
2024 Q2	–	Sell	-8,776	Closed	-$1.6M	–	88
2024 Q1	$1.6M	Buy	8,776 +1	+0%	+$176	0.47%	29
2023 Q4	$1.5M	Buy	8,775 +130	+2%	+$20.9K	0.46%	29
2023 Q3	$1.34M	Buy	+8,645	New	+$1.4M	0.46%	31
2023 Q2	–	Sell	-8,642	Closed	-$1.33M	–	92
2023 Q1	$1.33M	Sell	8,642 -1,174	-12%	-$180K	0.46%	35
2022 Q4	$1.49M	Sell	9,816 -565	-5%	-$84.2K	0.55%	32
2022 Q3	$1.4M	Buy	10,381 +9	+0.1%	+$1.34K	0.64%	30
2022 Q2	$1.49M	Sell	10,372 -13	-0.1%	-$1.98K	0.66%	31
2022 Q1	$1.68M	Sell	10,385 -73	-0.7%	-$11.8K	0.67%	31
2021 Q4	$1.8M	Buy	+10,458	New	+$1.72M	0.68%	32
2021 Q1	$1.49M	Buy	10,155 +74	+0.7%	+$10.5K	0.68%	27
2020 Q4	$1.42M	Buy	10,081 +346	+4%	+$46.9K	0.75%	29
2020 Q3	$1.25M	Sell	9,735 -700	-7%	-$88.1K	0.74%	28
2020 Q2	$1.22M	Sell	10,435 -1,940	-16%	-$221K	0.78%	26
2020 Q1	$1.28M	Buy	12,375 +2,957	+31%	+$353K	0.97%	23
2019 Q4	$1.17M	Sell	9,418 -83	-0.9%	-$10K	0.78%	27
2019 Q3	$1.14M	Buy	9,501 +341	+4%	+$40.2K	0.83%	24
2019 Q2	$1.05M	Hold	9,160	–	–	0.81%	24
2019 Q1	$1M	Buy	9,160 +465	+5%	+$49K	0.83%	22
2018 Q4	$852K	Buy	+8,695	New	+$907K	0.83%	24

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

Wolff Financial Management's VIG Position: Q2 2026 in Review

Wolff Financial Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.04% in Q2 2026, buying an estimated $689 and bringing the position to 6,966 shares worth $1.65M. The position accounts for 0.33% of the portfolio, ranked #30.

Wolff Financial Management first reported a position in VIG in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.8M in Q4 2021. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Wolff Financial Management held 6,966 shares of Vanguard Dividend Appreciation ETF worth $1.65M as of Q2 2026.
Wolff Financial Management bought 3 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $689.
Vanguard Dividend Appreciation ETF made up 0.33% of Wolff Financial Management's portfolio in Q2 2026, its #30 holding.
Wolff Financial Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 27 quarters since.
Wolff Financial Management's Vanguard Dividend Appreciation ETF position peaked at $1.8M in Q4 2021.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.