Burnham & Co LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Burnham & Co LLC’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	$50.9K	Buy	+215	New	+$49.4K	0.04%	116

Other funds holding VIG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Burnham & Co LLC's VIG Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 215 shares worth $50.9K. The stake represents 0.04% of the portfolio and ranks #116 among its holdings.

2,368 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Burnham & Co LLC held 215 shares of Vanguard Dividend Appreciation ETF worth $50.9K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Burnham & Co LLC position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.04% of Burnham & Co LLC's portfolio in Q2 2026, its #116 holding.
2,368 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.