Archvest Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Archvest Wealth 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	$276K	Sell	1,165 -76	-6%	-$17.5K	0.16%	63
2026 Q1	$267K	Hold	1,241	–	–	0.17%	55
2025 Q4	$273K	Buy	+1,241	New	+$271K	0.17%	53
2025 Q3	–	Sell	-1,241	Closed	-$254K	–	67
2025 Q2	$254K	Sell	1,241 -60	-5%	-$11.6K	0.22%	52
2025 Q1	$252K	Buy	1,301 +100	+8%	+$19.9K	0.21%	52
2024 Q4	$235K	Sell	1,201 -550	-31%	-$110K	0.17%	53
2024 Q3	$347K	Sell	1,751 -306	-15%	-$58.3K	0.22%	50
2024 Q2	$375K	Buy	2,057 +523	+34%	+$94.1K	0.25%	45
2024 Q1	$278K	Buy	1,534 +277	+22%	+$48.7K	0.2%	51
2023 Q4	$214K	Sell	1,257 -989	-44%	-$159K	0.16%	54
2023 Q3	$349K	Hold	2,246	–	–	0.28%	40
2023 Q2	$365K	Buy	+2,246	New	+$352K	0.3%	37
2022 Q1	–	Sell	-1,325	Closed	-$228K	–	45
2021 Q4	$228K	Buy	+1,325	New	+$218K	0.2%	42

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

Archvest Wealth Advisors's VIG Position: Q2 2026 in Review

Archvest Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.1% in Q2 2026, selling an estimated $17.5K and leaving 1,165 shares worth $276K. The position accounts for 0.16% of the portfolio, ranked #63.

Archvest Wealth Advisors first reported a position in VIG in Q4 2021 and has held it in 13 quarters since. The position peaked at $375K in Q2 2024. 2,592 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Archvest Wealth Advisors held 1,165 shares of Vanguard Dividend Appreciation ETF worth $276K as of Q2 2026.
Archvest Wealth Advisors sold 76 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $17.5K.
Vanguard Dividend Appreciation ETF made up 0.16% of Archvest Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Archvest Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 13 quarters since.
Archvest Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $375K in Q2 2024.
2,592 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.