WoodTrust Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

WoodTrust Financial’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	$237K	Hold	1,000	–	–	0.03%	166
2026 Q1	$215K	Hold	1,000	–	–	0.03%	166
2025 Q4	$220K	Hold	1,000	–	–	0.03%	173
2025 Q3	$216K	Buy	+1,000	New	+$210K	0.03%	176
2025 Q1	–	Sell	-1,174	Closed	-$230K	–	183
2024 Q4	$230K	Sell	1,174 -400	-25%	-$79.9K	0.03%	163
2024 Q3	$312K	Sell	1,574 -80	-5%	-$15.2K	0.04%	143
2024 Q2	$302K	Buy	+1,654	New	+$298K	0.05%	141
2024 Q1	–	Sell	-1,832	Closed	-$312K	–	187
2023 Q4	$312K	Buy	+1,832	New	+$295K	0.05%	131
2022 Q2	–	Sell	-1,386	Closed	-$225K	–	161
2022 Q1	$225K	Buy	+1,386	New	+$224K	0.05%	137
2021 Q4	–	Sell	-1,684	Closed	-$259K	–	150
2021 Q3	$259K	Hold	1,684	–	–	0.06%	113
2021 Q2	$261K	Hold	1,684	–	–	0.07%	114
2021 Q1	$248K	Hold	1,684	–	–	0.07%	79
2020 Q4	$238K	Hold	1,684	–	–	0.07%	89
2020 Q3	$217K	Buy	+1,684	New	+$212K	0.08%	94

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

WoodTrust Financial's VIG Position: Q2 2026 in Review

WoodTrust Financial held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,000 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #166.

WoodTrust Financial first reported a position in VIG in Q3 2020 and has held it in 14 quarters since. The position peaked at $312K in Q3 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

WoodTrust Financial held 1,000 shares of Vanguard Dividend Appreciation ETF worth $237K as of Q2 2026.
WoodTrust Financial left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.03% of WoodTrust Financial's portfolio in Q2 2026, its #166 holding.
WoodTrust Financial first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and has held it in 14 quarters since.
WoodTrust Financial's Vanguard Dividend Appreciation ETF position peaked at $312K in Q3 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.