Baldwin Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Baldwin Investment Management’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	$689K	Buy	2,913 +7	+0.2%	+$1.61K	0.07%	142
2026 Q1	$625K	Buy	2,906 +7	+0.2%	+$1.56K	0.07%	142
2025 Q4	$637K	Buy	2,899 +13	+0.5%	+$2.84K	0.07%	139
2025 Q3	$623K	Buy	2,886 +7	+0.2%	+$1.47K	0.07%	140
2025 Q2	$589K	Sell	2,879 -25	-0.9%	-$4.84K	0.07%	141
2025 Q1	$563K	Sell	2,904 -547	-16%	-$109K	0.07%	141
2024 Q4	$676K	Sell	3,451 -1,841	-35%	-$368K	0.09%	125
2024 Q3	$1.05M	Buy	5,292 +8	+0.2%	+$1.52K	0.13%	107
2024 Q2	$965K	Buy	5,284 +15	+0.3%	+$2.7K	0.13%	110
2024 Q1	$962K	Buy	5,269 +1,452	+38%	+$255K	0.13%	108
2023 Q4	$650K	Sell	3,817 -784	-17%	-$126K	0.1%	122
2023 Q3	$715K	Sell	4,601 -85	-2%	-$13.8K	0.12%	111
2023 Q2	$761K	Buy	4,686 +75	+2%	+$11.7K	0.13%	111
2023 Q1	$710K	Hold	4,611	–	–	0.13%	117
2022 Q4	$700K	Sell	4,611 -410	-8%	-$61.1K	0.13%	113
2022 Q3	$679K	Sell	5,021 -1,509	-23%	-$225K	0.14%	106
2022 Q2	$937K	Sell	6,530 -43	-0.7%	-$6.54K	0.18%	98
2022 Q1	$1.07M	Buy	6,573 +16	+0.2%	+$2.58K	0.16%	98
2021 Q4	$1.13M	Buy	6,557 +1,347	+26%	+$222K	0.18%	95
2021 Q3	$800K	Buy	5,210 +150	+3%	+$23.9K	0.14%	116
2021 Q2	$783K	Buy	+5,060	New	+$777K	0.13%	115
2021 Q1	–	Sell	-4,900	Closed	-$692K	–	254
2020 Q4	$692K	Buy	4,900 +50	+1%	+$6.78K	0.14%	117
2020 Q3	$624K	Buy	4,850 +15	+0.3%	+$1.89K	0.15%	107
2020 Q2	$567K	Buy	4,835 +60	+1%	+$6.83K	0.18%	85
2020 Q1	$494K	Hold	4,775	–	–	0.17%	82
2019 Q4	$595K	Sell	4,775 -1,300	-21%	-$157K	0.16%	94
2019 Q3	$726K	Hold	6,075	–	–	0.21%	73
2019 Q2	$700K	Sell	6,075 -60	-1%	-$6.73K	0.2%	78
2019 Q1	$673K	Sell	6,135 -100	-2%	-$10.5K	0.2%	79
2018 Q4	$611K	Sell	6,235 -50	-0.8%	-$5.21K	0.19%	79
2018 Q3	$696K	Hold	6,285	–	–	0.2%	77
2018 Q2	$639K	Buy	+6,285	New	+$641K	0.2%	83

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

Baldwin Investment Management's VIG Position: Q2 2026 in Review

Baldwin Investment Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.24% in Q2 2026, buying an estimated $1.61K and bringing the position to 2,913 shares worth $689K. The position accounts for 0.07% of the portfolio, ranked #142.

Baldwin Investment Management first reported a position in VIG in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.13M in Q4 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Baldwin Investment Management held 2,913 shares of Vanguard Dividend Appreciation ETF worth $689K as of Q2 2026.
Baldwin Investment Management bought 7 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.61K.
Vanguard Dividend Appreciation ETF made up 0.07% of Baldwin Investment Management's portfolio in Q2 2026, its #142 holding.
Baldwin Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2018 and has held it in 32 quarters since.
Baldwin Investment Management's Vanguard Dividend Appreciation ETF position peaked at $1.13M in Q4 2021.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.