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

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

Arlington Trust's VIG Position: Q2 2026 in Review

Arlington Trust increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.46% in Q2 2026, buying an estimated $140K and bringing the position to 132,966 shares worth $31.5M. The position accounts for 2.66% of the portfolio, ranked #7.

Arlington Trust first reported a position in VIG in Q3 2023 and has held it in 12 quarters since. The position peaked at $39.3M in Q3 2025. 2,586 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Arlington Trust held 132,966 shares of Vanguard Dividend Appreciation ETF worth $31.5M as of Q2 2026.
Arlington Trust bought 609 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $140K.
Vanguard Dividend Appreciation ETF made up 2.66% of Arlington Trust's portfolio in Q2 2026, its #7 holding.
Arlington Trust first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 12 quarters since.
Arlington Trust's Vanguard Dividend Appreciation ETF position peaked at $39.3M in Q3 2025.
2,586 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.