Wolff Wiese Magana’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wolff Wiese Magana’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	$311K	Sell	1,315 -6	-0.5%	-$1.38K	0.14%	98
2026 Q1	$284K	Hold	1,321	–	–	0.16%	92
2025 Q4	$290K	Sell	1,321 -12	-0.9%	-$2.62K	0.16%	93
2025 Q3	$288K	Hold	1,333	–	–	0.16%	100
2025 Q2	$273K	Hold	1,333	–	–	0.17%	91
2025 Q1	$259K	Buy	1,333 +11	+0.8%	+$2.19K	0.18%	86
2024 Q4	$259K	Buy	1,322 +6	+0.5%	+$1.2K	0.17%	90
2024 Q3	$261K	Buy	1,316 +12	+0.9%	+$2.29K	0.18%	84
2024 Q2	$238K	Hold	1,304	–	–	0.19%	82
2024 Q1	$238K	Hold	1,304	–	–	0.21%	79
2023 Q4	$222K	Hold	1,304	–	–	0.21%	78
2023 Q3	$203K	Hold	1,304	–	–	0.16%	95
2023 Q2	$212K	Hold	1,304	–	–	0.16%	88
2023 Q1	$201K	Hold	1,304	–	–	0.16%	91
2022 Q4	$198K	Hold	1,304	–	–	0.17%	93
2022 Q3	$176K	Hold	1,304	–	–	0.14%	116
2022 Q2	$187K	Hold	1,304	–	–	0.14%	114
2022 Q1	$211K	Hold	1,304	–	–	0.14%	120
2021 Q4	$224K	Sell	1,304 -55	-4%	-$9.06K	0.14%	123
2021 Q3	$209K	Hold	1,359	–	–	0.15%	124
2021 Q2	$210K	Hold	1,359	–	–	0.15%	121
2021 Q1	$200K	Hold	1,359	–	–	0.16%	119
2020 Q4	$192K	Buy	+1,359	New	+$184K	0.16%	113

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

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

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Wolff Wiese Magana's VIG Position: Q2 2026 in Review

Wolff Wiese Magana reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.45% in Q2 2026, selling an estimated $1.38K and leaving 1,315 shares worth $311K. The position accounts for 0.14% of the portfolio, ranked #98.

Wolff Wiese Magana first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Wolff Wiese Magana held 1,315 shares of Vanguard Dividend Appreciation ETF worth $311K as of Q2 2026.
Wolff Wiese Magana sold 6 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.38K.
Vanguard Dividend Appreciation ETF made up 0.14% of Wolff Wiese Magana's portfolio in Q2 2026, its #98 holding.
Wolff Wiese Magana first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.