Atlas Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Atlas Capital 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
2025 Q2	$2.72M	Buy	13,295 +119	+0.9%	+$23.1K	0.33%	71
2025 Q1	$2.56M	Buy	13,176 +100	+0.8%	+$19.9K	0.32%	65
2024 Q4	$2.56M	Sell	13,076 -1,051	-7%	-$210K	0.33%	63
2024 Q3	$2.8M	Buy	14,127 +665	+5%	+$127K	0.43%	50
2024 Q2	$2.46M	Buy	13,462 +971	+8%	+$175K	0.32%	68
2024 Q1	$2.28M	Buy	12,491 +792	+7%	+$139K	0.36%	61
2023 Q4	$1.99M	Buy	11,699 +742	+7%	+$119K	0.29%	66
2023 Q3	$1.7M	Sell	10,957 -535	-5%	-$86.7K	0.28%	69
2023 Q2	$1.87M	Sell	11,492 -759	-6%	-$119K	0.28%	68
2023 Q1	$1.89M	Sell	12,251 -936	-7%	-$143K	0.3%	63
2022 Q4	$2M	Sell	13,187 -100	-0.8%	-$14.9K	0.34%	60
2022 Q3	$1.8M	Buy	13,287 +1,090	+9%	+$162K	0.33%	62
2022 Q2	$1.75M	Sell	12,197 -715	-6%	-$109K	0.3%	68
2022 Q1	$2.09M	Buy	12,912 +900	+7%	+$145K	0.33%	68
2021 Q4	$2.06M	Sell	12,012 -1,233	-9%	-$203K	0.31%	69
2021 Q3	$2.03M	Buy	13,245 +426	+3%	+$67.9K	0.33%	65
2021 Q2	$1.98M	Sell	12,819 -539	-4%	-$82.7K	0.33%	68
2021 Q1	$1.96M	Buy	13,358 +582	+5%	+$82.8K	0.38%	59
2020 Q4	$1.8M	Buy	12,776 +880	+7%	+$119K	0.38%	57
2020 Q3	$1.53M	Buy	11,896 +1,676	+16%	+$211K	0.36%	62
2020 Q2	$1.2M	Buy	10,220 +4,163	+69%	+$474K	0.28%	79
2020 Q1	$626K	Buy	6,057 +112	+2%	+$13.4K	0.19%	123
2019 Q4	$741K	Sell	5,945 -669	-10%	-$80.9K	0.18%	143
2019 Q3	$791K	Sell	6,614 -1,273	-16%	-$150K	0.24%	124
2019 Q2	$908K	Buy	+7,887	New	+$885K	0.3%	92

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Atlas Capital Advisors's VIG Position: Q2 2025 in Review

Atlas Capital Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.9% in Q2 2025, buying an estimated $23.1K and bringing the position to 13,295 shares worth $2.72M. The position accounts for 0.33% of the portfolio, ranked #71.

Atlas Capital Advisors first reported a position in VIG in Q2 2019 and has held it in 25 quarters since. The position peaked at $2.8M in Q3 2024. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

Atlas Capital Advisors held 13,295 shares of Vanguard Dividend Appreciation ETF worth $2.72M as of Q2 2025.
Atlas Capital Advisors bought 119 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $23.1K.
Vanguard Dividend Appreciation ETF made up 0.33% of Atlas Capital Advisors's portfolio in Q2 2025, its #71 holding.
Atlas Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2019 and has held it in 25 quarters since.
Atlas Capital Advisors's Vanguard Dividend Appreciation ETF position peaked at $2.8M in Q3 2024.
2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.