Arlington Trust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Arlington Trust’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	$31.5M	Buy	132,966 +609	+0.5%	+$140K	2.66%	7
2026 Q1	$28.5M	Sell	132,357 -34,863	-21%	-$7.77M	2.51%	7
2025 Q4	$36.8M	Sell	167,220 -14,953	-8%	-$3.27M	3.75%	5
2025 Q3	$39.3M	Buy	182,173 +756	+0.4%	+$159K	7.07%	4
2025 Q2	$37.1M	Sell	181,417 -2,197	-1%	-$426K	7.25%	4
2025 Q1	$35.6M	Buy	183,614 +11,682	+7%	+$2.32M	7.55%	4
2024 Q4	$33.7M	Buy	171,932 +5,002	+3%	+$999K	7.07%	4
2024 Q3	$33.1M	Buy	166,930 +77	+0%	+$14.7K	7.2%	4
2024 Q2	$30.5M	Buy	166,853 +2,198	+1%	+$396K	7.16%	4
2024 Q1	$30.1M	Buy	164,655 +2,038	+1%	+$358K	7.73%	3
2023 Q4	$27.7M	Buy	162,617 +132,008	+431%	+$21.2M	7.77%	3
2023 Q3	$4.76M	Buy	+30,609	New	+$4.96M	1.95%	7

Other funds holding VIG

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Enclave Advisors Austin, Texas $767M AUM 21.99% 1-Year Est. Return