Wolfstich Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wolfstich Capital’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	$1.33M	Hold	5,581	–	–	1.03%	13
2026 Q1	$1.18M	Buy	+5,581	New	+$1.24M	1.03%	16
2025 Q4	–	Sell	-6,186	Closed	-$1.33M	–	21
2025 Q3	$1.33M	Hold	6,186	–	–	2.72%	8
2025 Q2	$1.27M	Buy	6,186 +1,658	+37%	+$321K	2.78%	7
2025 Q1	$878K	Hold	4,528	–	–	0.79%	16
2024 Q4	$887K	Buy	+4,528	New	+$904K	0.79%	16

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

Wolfstich Capital's VIG Position: Q2 2026 in Review

Wolfstich Capital held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 5,581 shares worth $1.33M. The position accounts for 1.03% of the portfolio, ranked #13.

Wolfstich Capital first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.33M in Q3 2025. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Wolfstich Capital held 5,581 shares of Vanguard Dividend Appreciation ETF worth $1.33M as of Q2 2026.
Wolfstich Capital left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 1.03% of Wolfstich Capital's portfolio in Q2 2026, its #13 holding.
Wolfstich Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
Wolfstich Capital's Vanguard Dividend Appreciation ETF position peaked at $1.33M in Q3 2025.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Wolfstich Capital's 13F filing for Q2 2026, filed 24 Jul 2026.