Atwood & Palmer’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Atwood & Palmer’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	$79.5K	Hold	336	–	–	﹤0.01%	213
2026 Q1	$72.3K	Hold	336	–	–	﹤0.01%	222
2025 Q4	$73.8K	Hold	336	–	–	﹤0.01%	210
2025 Q3	$72.5K	Hold	336	–	–	﹤0.01%	216
2025 Q2	$68.8K	Hold	336	–	–	﹤0.01%	219
2025 Q1	$65.2K	Hold	336	–	–	﹤0.01%	208
2024 Q4	$65.8K	Buy	336 +223	+197%	+$44.5K	﹤0.01%	207
2024 Q3	$22.4K	Hold	113	–	–	﹤0.01%	282
2024 Q2	$20.6K	Hold	113	–	–	﹤0.01%	296
2024 Q1	$20.6K	Hold	113	–	–	﹤0.01%	276
2023 Q4	$19.3K	Hold	113	–	–	﹤0.01%	283
2023 Q3	$17.6K	Hold	113	–	–	﹤0.01%	278
2023 Q2	$18.4K	Hold	113	–	–	﹤0.01%	280
2023 Q1	$17.4K	Hold	113	–	–	﹤0.01%	271
2022 Q4	$17.2K	Hold	113	–	–	﹤0.01%	296
2022 Q3	$15K	Sell	113 -500	-82%	-$74.4K	﹤0.01%	289
2022 Q2	$88K	Hold	613	–	–	0.01%	177
2022 Q1	$99K	Hold	613	–	–	0.01%	180
2021 Q4	$105K	Hold	613	–	–	0.01%	187
2021 Q3	$94K	Hold	613	–	–	0.01%	192
2021 Q2	$95K	Buy	613 +500	+442%	+$76.7K	0.01%	188
2021 Q1	$17K	Hold	113	–	–	﹤0.01%	310
2020 Q4	$16K	Hold	113	–	–	﹤0.01%	291
2020 Q3	$15K	Hold	113	–	–	﹤0.01%	250
2020 Q2	$13K	Hold	113	–	–	﹤0.01%	248
2020 Q1	$12K	Hold	113	–	–	﹤0.01%	249
2019 Q4	$14K	Hold	113	–	–	﹤0.01%	236
2019 Q3	$14K	Hold	113	–	–	﹤0.01%	245
2019 Q2	$13K	Hold	113	–	–	﹤0.01%	242
2019 Q1	$12K	Hold	113	–	–	﹤0.01%	247
2018 Q4	$11K	Sell	113 -350	-76%	-$36.5K	﹤0.01%	246
2018 Q3	$51K	Buy	463 +113	+32%	+$12.1K	0.01%	181
2018 Q2	$36K	Hold	350	–	–	﹤0.01%	195
2018 Q1	$35K	Hold	350	–	–	0.01%	194
2017 Q4	$36K	Hold	350	–	–	0.01%	195
2017 Q3	$33K	Hold	350	–	–	﹤0.01%	200
2017 Q2	$32K	Buy	+350	New	+$32.1K	0.01%	208
2016 Q3	–	Sell	-147	Closed	-$12K	–	327
2016 Q2	$12K	Hold	147	–	–	﹤0.01%	250
2016 Q1	$12K	Hold	147	–	–	﹤0.01%	253
2015 Q4	$11K	Hold	147	–	–	﹤0.01%	318
2015 Q3	$11K	Buy	+147	New	+$11.4K	﹤0.01%	328
2014 Q4	–	Sell	-1,189	Closed	-$91K	–	406
2014 Q3	$91K	Buy	1,189 +1,000	+529%	+$77.5K	0.02%	172
2014 Q2	$15K	Buy	+189	New	+$14.5K	﹤0.01%	250

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TPI

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Atwood & Palmer's VIG Position: Q2 2026 in Review

Atwood & Palmer held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 336 shares worth $79.5K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Atwood & Palmer first reported a position in VIG in Q2 2014 and has held it in 43 quarters since. The position peaked at $105K in Q4 2021. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Atwood & Palmer held 336 shares of Vanguard Dividend Appreciation ETF worth $79.5K as of Q2 2026.
Atwood & Palmer left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #213 holding.
Atwood & Palmer first reported a position in Vanguard Dividend Appreciation ETF in Q2 2014 and has held it in 43 quarters since.
Atwood & Palmer's Vanguard Dividend Appreciation ETF position peaked at $105K in Q4 2021.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.