ZWJ Investment Counsel’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

ZWJ Investment Counsel’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	$209K	Buy	+885	New	+$203K	0.01%	282
2019 Q4	–	Sell	-2,046	Closed	-$245K	–	216
2019 Q3	$245K	Hold	2,046	–	–	0.02%	143
2019 Q2	$236K	Hold	2,046	–	–	0.02%	150
2019 Q1	$224K	Hold	2,046	–	–	0.02%	149
2018 Q4	$200K	Sell	2,046 -60	-3%	-$6.26K	0.02%	161
2018 Q3	$233K	Buy	2,106 +60	+3%	+$6.45K	0.02%	147
2018 Q2	$208K	Hold	2,046	–	–	0.02%	152
2018 Q1	$207K	Hold	2,046	–	–	0.02%	150
2017 Q4	$209K	Buy	+2,046	New	+$201K	0.02%	280

Other funds holding VIG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

ZWJ Investment Counsel's VIG Position: Q2 2026 in Review

ZWJ Investment Counsel opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 885 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #282 among its holdings. This is a return to the name: ZWJ Investment Counsel previously reported a position in VIG as recently as Q3 2019.

ZWJ Investment Counsel first reported a position in VIG in Q4 2017 and has held it in 9 quarters since. The position peaked at $245K in Q3 2019. 1,210 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

ZWJ Investment Counsel held 885 shares of Vanguard Dividend Appreciation ETF worth $209K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new ZWJ Investment Counsel position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.01% of ZWJ Investment Counsel's portfolio in Q2 2026, its #282 holding.
ZWJ Investment Counsel first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 9 quarters since.
ZWJ Investment Counsel's Vanguard Dividend Appreciation ETF position peaked at $245K in Q3 2019.
1,210 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.