Appleton Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Appleton Partners’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	$853K	Sell	3,606 -589	-14%	-$135K	0.05%	162
2026 Q1	$902K	Buy	4,195 +30	+0.7%	+$6.69K	0.06%	146
2025 Q4	$915K	Sell	4,165 -95	-2%	-$20.8K	0.06%	146
2025 Q3	$919K	Buy	4,260 +957	+29%	+$201K	0.06%	145
2025 Q2	$676K	Sell	3,303 -100	-3%	-$19.4K	0.05%	159
2025 Q1	$660K	Buy	3,403 +450	+15%	+$89.5K	0.05%	157
2024 Q4	$578K	Sell	2,953 -486	-14%	-$97K	0.04%	164
2024 Q3	$681K	Sell	3,439 -168	-5%	-$32K	0.05%	156
2024 Q2	$659K	Sell	3,607 -399	-10%	-$71.8K	0.05%	153
2024 Q1	$732K	Buy	4,006 +36	+0.9%	+$6.32K	0.06%	155
2023 Q4	$677K	Sell	3,970 -34	-0.8%	-$5.47K	0.05%	166
2023 Q3	$622K	Sell	4,004 -30	-0.7%	-$4.86K	0.06%	170
2023 Q2	$655K	Buy	4,034 +214	+6%	+$33.5K	0.06%	173
2023 Q1	$588K	Sell	3,820 -85	-2%	-$13K	0.05%	190
2022 Q4	$593K	Buy	3,905 +436	+13%	+$65K	0.06%	188
2022 Q3	$469K	Hold	3,469	–	–	0.05%	203
2022 Q2	$498K	Buy	3,469 +244	+8%	+$37.1K	0.05%	206
2022 Q1	$523K	Sell	3,225 -187	-5%	-$30.2K	0.04%	213
2021 Q4	$586K	Buy	3,412 +224	+7%	+$36.9K	0.04%	206
2021 Q3	$490K	Buy	3,188 +300	+10%	+$47.8K	0.04%	206
2021 Q2	$447K	Sell	2,888 -350	-11%	-$53.7K	0.04%	204
2021 Q1	$476K	Hold	3,238	–	–	0.04%	198
2020 Q4	$457K	Sell	3,238 -1,206	-27%	-$163K	0.05%	192
2020 Q3	$572K	Sell	4,444 -200	-4%	-$25.2K	0.06%	172
2020 Q2	$544K	Buy	4,644 +200	+5%	+$22.8K	0.07%	170
2020 Q1	$460K	Sell	4,444 -228	-5%	-$27.2K	0.06%	174
2019 Q4	$582K	Buy	4,672 +73	+2%	+$8.83K	0.06%	183
2019 Q3	$550K	Buy	4,599 +347	+8%	+$40.9K	0.07%	183
2019 Q2	$490K	Buy	4,252 +484	+13%	+$54.3K	0.06%	193
2019 Q1	$413K	Sell	3,768 -50,466	-93%	-$5.32M	0.05%	196
2018 Q4	$5.65M	Buy	54,234 +27,519	+103%	+$2.87M	0.85%	34
2018 Q3	$2.96M	Sell	26,715 -1,276	-5%	-$137K	0.39%	76
2018 Q2	$2.84M	Sell	27,991 -30	-0.1%	-$3.06K	0.41%	75
2018 Q1	$2.83M	Buy	28,021 +1,346	+5%	+$140K	0.43%	70
2017 Q4	$2.72M	Sell	26,675 -252	-0.9%	-$24.8K	0.42%	71
2017 Q3	$2.55M	Sell	26,927 -21,149	-44%	-$1.97M	0.43%	72
2017 Q2	$4.46M	Buy	48,076 +23,800	+98%	+$2.18M	0.75%	50
2017 Q1	$2.18M	Buy	+24,276	New	+$2.15M	0.4%	74

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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 $44.6B AUM 28.94% 1-Year Est. Return

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

Appleton Partners's VIG Position: Q2 2026 in Review

Appleton Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 14% in Q2 2026, selling an estimated $135K and leaving 3,606 shares worth $853K. The position accounts for 0.05% of the portfolio, ranked #162.

Appleton Partners first reported a position in VIG in Q1 2017 and has held it in 38 quarters since. The position peaked at $5.65M in Q4 2018. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Appleton Partners held 3,606 shares of Vanguard Dividend Appreciation ETF worth $853K as of Q2 2026.
Appleton Partners sold 589 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $135K.
Vanguard Dividend Appreciation ETF made up 0.05% of Appleton Partners's portfolio in Q2 2026, its #162 holding.
Appleton Partners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2017 and has held it in 38 quarters since.
Appleton Partners's Vanguard Dividend Appreciation ETF position peaked at $5.65M in Q4 2018.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.