AGP
VIG icon

Autumn Glory Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Autumn Glory Partners’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 		$848K Buy
3,585
+348
+11% +$79.9K 0.24% 99
2026
Q1 		$696K Buy
3,237
+273
+9% +$60.9K 0.26% 93
2025
Q4 		$651K Buy
2,964
+108
+4% +$23.6K 0.23% 113
2025
Q3 		$616K Buy
2,856
+127
+5% +$26.7K 0.25% 106
2025
Q2 		$559K Sell
2,729
-641
-19% -$124K 0.26% 107
2025
Q1 		$654K Buy
3,370
+576
+21% +$115K 0.32% 89
2024
Q4 		$547K Buy
2,794
+20
+0.7% +$3.99K 0.27% 92
2024
Q3 		$549K Sell
2,774
-112
-4% -$21.3K 0.21% 123
2024
Q2 		$527K Buy
2,886
+106
+4% +$19.1K 0.27% 90
2024
Q1 		$508K Hold
2,780
– – 0.25% 91
2023
Q4 		$472K Buy
2,780
+2
+0.1% +$322 0.27% 91
2023
Q3 		$432K Buy
2,778
+127
+5% +$20.6K 0.26% 92
2023
Q2 		$431K Sell
2,651
-127
-5% -$19.9K 0.32% 81
2023
Q1 		$428K Hold
2,778
– – 0.37% 70
2022
Q4 		$422K Hold
2,778
– – 0.23% 119
2022
Q3 		$375K Hold
2,778
– – 0.25% 96
2022
Q2 		$399K Sell
2,778
-49
-2% -$7.46K 0.29% 83
2022
Q1 		$458K Buy
2,827
+154
+6% +$24.8K 0.27% 105
2021
Q4 		$459K Buy
+2,673
New +$441K 0.19% 121

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Autumn Glory Partners's VIG Position: Q2 2026 in Review

Autumn Glory Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 11% in Q2 2026, buying an estimated $79.9K and bringing the position to 3,585 shares worth $848K. The position accounts for 0.24% of the portfolio, ranked #99.

Autumn Glory Partners first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Autumn Glory Partners held 3,585 shares of Vanguard Dividend Appreciation ETF worth $848K as of Q2 2026.
  • Autumn Glory Partners bought 348 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $79.9K.
  • Vanguard Dividend Appreciation ETF made up 0.24% of Autumn Glory Partners's portfolio in Q2 2026, its #99 holding.
  • Autumn Glory Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.