WP Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

WP Advisors’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	$365K	Buy	1,543 +7	+0.5%	+$1.61K	0.09%	87
2026 Q1	$330K	Buy	1,536 +6	+0.4%	+$1.34K	0.09%	90
2025 Q4	$336K	Buy	1,530 +4	+0.3%	+$874	0.08%	92
2025 Q3	$329K	Buy	1,526 +3	+0.2%	+$630	0.08%	94
2025 Q2	$312K	Hold	1,523	–	–	0.09%	90
2025 Q1	$295K	Buy	1,523 +3	+0.2%	+$597	0.1%	90
2024 Q4	$298K	Buy	1,520 +5	+0.3%	+$998	0.1%	83
2024 Q3	$300K	Buy	1,515 +116	+8%	+$22.1K	0.11%	84
2024 Q2	$255K	Hold	1,399	–	–	0.08%	96
2024 Q1	$256K	Buy	1,399 +2	+0.1%	+$351	0.08%	98
2023 Q4	$238K	Buy	1,397 +14	+1%	+$2.25K	0.09%	97
2023 Q3	$215K	Buy	1,383 +7	+0.5%	+$1.14K	0.09%	95
2023 Q2	$224K	Hold	1,376	–	–	0.09%	93
2023 Q1	$212K	Buy	+1,376	New	+$211K	0.09%	95

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

WP Advisors's VIG Position: Q2 2026 in Review

WP Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.46% in Q2 2026, buying an estimated $1.61K and bringing the position to 1,543 shares worth $365K. The position accounts for 0.09% of the portfolio, ranked #87.

WP Advisors first reported a position in VIG in Q1 2023 and has held it in 14 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

WP Advisors held 1,543 shares of Vanguard Dividend Appreciation ETF worth $365K as of Q2 2026.
WP Advisors bought 7 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.61K.
Vanguard Dividend Appreciation ETF made up 0.09% of WP Advisors's portfolio in Q2 2026, its #87 holding.
WP Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 14 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.