Woodard & Company Asset Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Woodard & Company Asset Management Group’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	$432K	Hold	1,825	–	–	0.06%	88
2026 Q1	$392K	Hold	1,825	–	–	0.06%	88
2025 Q4	$401K	Hold	1,825	–	–	0.06%	88
2025 Q3	$394K	Hold	1,825	–	–	0.06%	81
2025 Q2	$374K	Hold	1,825	–	–	0.07%	80
2025 Q1	$354K	Hold	1,825	–	–	0.07%	84
2024 Q4	$357K	Hold	1,825	–	–	0.08%	75
2024 Q3	$361K	Hold	1,825	–	–	0.08%	70
2024 Q2	$333K	Buy	1,825 +30	+2%	+$5.4K	0.08%	69
2024 Q1	$328K	Hold	1,795	–	–	0.09%	67
2023 Q4	$306K	Hold	1,795	–	–	0.09%	66
2023 Q3	$279K	Hold	1,795	–	–	0.09%	63
2023 Q2	$292K	Hold	1,795	–	–	0.1%	67
2023 Q1	$276K	Sell	1,795 -70	-4%	-$10.7K	0.1%	69
2022 Q4	$283K	Sell	1,865 -10	-0.5%	-$1.49K	0.1%	65
2022 Q3	$253K	Hold	1,875	–	–	0.12%	65
2022 Q2	$269K	Hold	1,875	–	–	0.11%	67
2022 Q1	$304K	Hold	1,875	–	–	0.13%	71
2021 Q4	$322K	Sell	1,875 -50	-3%	-$8.24K	0.15%	69
2021 Q3	$296K	Sell	1,925 -500	-21%	-$79.7K	0.18%	67
2021 Q2	$375K	Hold	2,425	–	–	0.22%	59
2021 Q1	$357K	Hold	2,425	–	–	0.23%	61
2020 Q4	$342K	Hold	2,425	–	–	0.21%	52
2020 Q3	$312K	Buy	2,425 +80	+3%	+$10.1K	0.2%	49
2020 Q2	$275K	Hold	2,345	–	–	0.19%	50
2020 Q1	$242K	Sell	2,345 -755	-24%	-$90.1K	0.17%	55
2019 Q4	$386K	Buy	3,100 +600	+24%	+$72.6K	0.23%	50
2019 Q3	$299K	Buy	2,500 +570	+30%	+$67.2K	0.19%	52
2019 Q2	$222K	Hold	1,930	–	–	1.71%	24
2019 Q1	$212K	Buy	+1,930	New	+$203K	1.78%	22
2018 Q4	–	Sell	-4,345	Closed	-$481K	–	219
2018 Q3	$481K	Hold	4,345	–	–	0.44%	34
2018 Q2	$442K	Sell	4,345 -680	-14%	-$69.3K	0.43%	35
2018 Q1	$508K	Buy	5,025 +20	+0.4%	+$2.07K	0.5%	31
2017 Q4	$511K	Buy	+5,005	New	+$493K	0.44%	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

Woodard & Company Asset Management Group's VIG Position: Q2 2026 in Review

Woodard & Company Asset Management Group held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,825 shares worth $432K. The position accounts for 0.06% of the portfolio, ranked #88.

Woodard & Company Asset Management Group first reported a position in VIG in Q4 2017 and has held it in 34 quarters since. The position peaked at $511K in Q4 2017. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Woodard & Company Asset Management Group held 1,825 shares of Vanguard Dividend Appreciation ETF worth $432K as of Q2 2026.
Woodard & Company Asset Management Group left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.06% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #88 holding.
Woodard & Company Asset Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 34 quarters since.
Woodard & Company Asset Management Group's Vanguard Dividend Appreciation ETF position peaked at $511K in Q4 2017.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.