Annis Gardner Whiting Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Annis Gardner Whiting 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	–	Sell	-51	Closed	-$11K	–	1215
2026 Q1	$11K	Hold	51	–	–	﹤0.01%	848
2025 Q4	$11.3K	Hold	51	–	–	﹤0.01%	756
2025 Q3	$11.1K	Hold	51	–	–	﹤0.01%	695
2025 Q2	$10.5K	Buy	51 +5	+11%	+$969	﹤0.01%	702
2025 Q1	$8.92K	Hold	46	–	–	﹤0.01%	561
2024 Q4	$9.01K	Hold	46	–	–	﹤0.01%	543
2024 Q3	$9.15K	Hold	46	–	–	﹤0.01%	555
2024 Q2	$8.44K	Hold	46	–	–	﹤0.01%	707
2024 Q1	$8.4K	Buy	+46	New	+$8.08K	﹤0.01%	694

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

Annis Gardner Whiting Capital Advisors's VIG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 51 shares — an estimated $11K sold.

Annis Gardner Whiting Capital Advisors first reported a position in VIG in Q1 2024 and held it in 9 quarters. The position peaked at $11.3K in Q4 2025. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 51 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $11K.
Annis Gardner Whiting Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and held it in 9 quarters.
Annis Gardner Whiting Capital Advisors's Vanguard Dividend Appreciation ETF position peaked at $11.3K in Q4 2025.
2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.