Baldwin Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Baldwin Wealth 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	$1.3M	Buy	5,503 +3	+0.1%	+$689	0.09%	102
2026 Q1	$1.18M	Hold	5,500	–	–	0.09%	103
2025 Q4	$1.21M	Hold	5,500	–	–	0.08%	104
2025 Q3	$1.19M	Hold	5,500	–	–	0.08%	102
2025 Q2	$1.13M	Hold	5,500	–	–	0.08%	98
2025 Q1	$1.07M	Hold	5,500	–	–	0.07%	97
2024 Q4	$1.08M	Hold	5,500	–	–	0.07%	104
2024 Q3	$1.09M	Hold	5,500	–	–	0.07%	124
2024 Q2	$1M	Hold	5,500	–	–	0.08%	105
2024 Q1	$1M	Hold	5,500	–	–	0.08%	107
2023 Q4	$937K	Hold	5,500	–	–	0.07%	106
2023 Q3	$855K	Hold	5,500	–	–	0.07%	115
2023 Q2	$893K	Hold	5,500	–	–	0.07%	118
2023 Q1	$847K	Hold	5,500	–	–	0.07%	117
2022 Q4	$835K	Hold	5,500	–	–	0.08%	122
2022 Q3	$743K	Hold	5,500	–	–	0.1%	80
2022 Q2	$789K	Hold	5,500	–	–	0.1%	80
2022 Q1	$892K	Hold	5,500	–	–	0.09%	81
2021 Q4	$945K	Hold	5,500	–	–	0.09%	80
2021 Q3	$845K	Hold	5,500	–	–	0.09%	75
2021 Q2	$851K	Hold	5,500	–	–	0.09%	79
2021 Q1	$809K	Hold	5,500	–	–	0.1%	78
2020 Q4	$776K	Hold	5,500	–	–	0.1%	81
2020 Q3	$708K	Hold	5,500	–	–	0.1%	85
2020 Q2	$644K	Hold	5,500	–	–	0.09%	87
2020 Q1	$569K	Hold	5,500	–	–	0.1%	87
2019 Q4	$686K	Hold	5,500	–	–	0.1%	92
2019 Q3	$658K	Hold	5,500	–	–	0.1%	89
2019 Q2	$633K	Hold	5,500	–	–	0.09%	103
2019 Q1	$603K	Hold	5,500	–	–	0.09%	111
2018 Q4	$539K	Hold	5,500	–	–	0.09%	108
2018 Q3	$609K	Hold	5,500	–	–	0.09%	111
2018 Q2	$559K	Hold	5,500	–	–	0.09%	118
2018 Q1	$556K	Hold	5,500	–	–	0.09%	115
2017 Q4	$561K	Hold	5,500	–	–	0.09%	118
2017 Q3	$521K	Hold	5,500	–	–	0.08%	117
2017 Q2	$510K	Hold	5,500	–	–	0.08%	122
2017 Q1	$495K	Hold	5,500	–	–	0.08%	128
2016 Q4	$468K	Sell	5,500 -5,500	-50%	-$462K	0.08%	122
2016 Q3	$923K	Hold	11,000	–	–	0.17%	79
2016 Q2	$916K	Hold	11,000	–	–	0.19%	76
2016 Q1	$894K	Hold	11,000	–	–	0.16%	112
2015 Q4	$855K	Hold	11,000	–	–	0.14%	130
2015 Q3	$811K	Hold	11,000	–	–	0.14%	133
2015 Q2	$864K	Hold	11,000	–	–	0.13%	139
2015 Q1	$885K	Sell	11,000 -2	-0%	-$162	0.13%	138
2014 Q4	$893K	Hold	11,002	–	–	0.13%	141
2014 Q3	$847K	Sell	11,002 -58	-0.5%	-$4.5K	0.12%	148
2014 Q2	$862K	Buy	11,060 +60	+0.5%	+$4.59K	0.13%	147
2014 Q1	$828K	Hold	11,000	–	–	0.13%	143
2013 Q4	$828K	Hold	11,000	–	–	0.13%	147
2013 Q3	$766K	Sell	11,000 -8,700	-44%	-$602K	0.14%	137
2013 Q2	$1.3M	Buy	+19,700	New	+$1.32M	0.26%	94

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Baldwin Wealth Partners's VIG Position: Q2 2026 in Review

Baldwin Wealth Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.05% in Q2 2026, buying an estimated $689 and bringing the position to 5,503 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #102.

Baldwin Wealth Partners first reported a position in VIG in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.3M in Q2 2013. 1,345 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Baldwin Wealth Partners held 5,503 shares of Vanguard Dividend Appreciation ETF worth $1.3M as of Q2 2026.
Baldwin Wealth Partners bought 3 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $689.
Vanguard Dividend Appreciation ETF made up 0.09% of Baldwin Wealth Partners's portfolio in Q2 2026, its #102 holding.
Baldwin Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 53 quarters since.
Baldwin Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $1.3M in Q2 2013.
1,345 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.