Anchor Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Anchor Capital 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	$249K	Hold	1,052	–	–	0.01%	234
2026 Q1	$226K	Buy	1,052 +34	+3%	+$7.58K	0.01%	238
2025 Q4	$224K	Buy	+1,018	New	+$222K	0.01%	244
2024 Q1	–	Sell	-1,630	Closed	-$278K	–	251
2023 Q4	$278K	Hold	1,630	–	–	0.01%	223
2023 Q3	$253K	Hold	1,630	–	–	0.01%	247
2023 Q2	$265K	Sell	1,630 -250	-13%	-$39.1K	0.01%	246
2023 Q1	$290K	Hold	1,880	–	–	0.01%	239
2022 Q4	$285K	Hold	1,880	–	–	0.01%	242
2022 Q3	$254K	Hold	1,880	–	–	0.01%	247
2022 Q2	$270K	Hold	1,880	–	–	0.01%	251
2022 Q1	$305K	Sell	1,880 -500	-21%	-$80.7K	0.01%	249
2021 Q4	$409K	Sell	2,380 -250	-10%	-$41.2K	0.01%	232
2021 Q3	$404K	Buy	+2,630	New	+$419K	0.01%	231

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

Anchor Capital Advisors's VIG Position: Q2 2026 in Review

Anchor Capital Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,052 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #234.

Anchor Capital Advisors first reported a position in VIG in Q3 2021 and has held it in 13 quarters since. The position peaked at $409K in Q4 2021. 2,601 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Anchor Capital Advisors held 1,052 shares of Vanguard Dividend Appreciation ETF worth $249K as of Q2 2026.
Anchor Capital Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.01% of Anchor Capital Advisors's portfolio in Q2 2026, its #234 holding.
Anchor Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 13 quarters since.
Anchor Capital Advisors's Vanguard Dividend Appreciation ETF position peaked at $409K in Q4 2021.
2,601 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.