Arrowroot Family Office’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Arrowroot Family Office’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	$3.42M	Sell	14,459 -597	-4%	-$137K	0.98%	24
2026 Q1	$3.24M	Sell	15,056 -1,940	-11%	-$432K	1.07%	23
2025 Q4	$3.74M	Sell	16,996 -4,093	-19%	-$894K	1.36%	22
2025 Q3	$4.55M	Buy	21,089 +470	+2%	+$98.7K	1.82%	16
2025 Q2	$4.22M	Buy	+20,619	New	+$4M	1.89%	15
2024 Q4	$4.46M	Buy	22,756 +2,217	+11%	+$443K	2.32%	10
2024 Q3	$4.07M	Buy	20,539 +246	+1%	+$46.8K	2.37%	9
2024 Q2	$3.7M	Sell	20,293 -704	-3%	-$127K	2.37%	13
2024 Q1	$3.83M	Buy	20,997 +248	+1%	+$43.6K	2.46%	9
2023 Q4	$3.54M	Sell	20,749 -276	-1%	-$44.4K	2.5%	8
2023 Q3	$3.27M	Buy	21,025 +1,001	+5%	+$162K	2.57%	7
2023 Q2	$3.25M	Buy	20,024 +3,049	+18%	+$477K	2.46%	5
2023 Q1	$2.61M	Buy	+16,975	New	+$2.6M	2.23%	11

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

Arrowroot Family Office's VIG Position: Q2 2026 in Review

Arrowroot Family Office reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4% in Q2 2026, selling an estimated $137K and leaving 14,459 shares worth $3.42M. The position accounts for 0.98% of the portfolio, ranked #24.

Arrowroot Family Office first reported a position in VIG in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.55M in Q3 2025. 2,601 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Arrowroot Family Office held 14,459 shares of Vanguard Dividend Appreciation ETF worth $3.42M as of Q2 2026.
Arrowroot Family Office sold 597 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $137K.
Vanguard Dividend Appreciation ETF made up 0.98% of Arrowroot Family Office's portfolio in Q2 2026, its #24 holding.
Arrowroot Family Office first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 13 quarters since.
Arrowroot Family Office's Vanguard Dividend Appreciation ETF position peaked at $4.55M in Q3 2025.
2,601 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.