Ballast Rock Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Ballast Rock Private Wealth’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	$1.19M	Buy	5,012 +33	+0.7%	+$7.58K	0.55%	50
2026 Q1	$1.07M	Buy	4,979 +1,404	+39%	+$313K	0.59%	50
2025 Q4	$786K	Buy	+3,575	New	+$781K	0.49%	59

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

Ballast Rock Private Wealth's VIG Position: Q2 2026 in Review

Ballast Rock Private Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.66% in Q2 2026, buying an estimated $7.58K and bringing the position to 5,012 shares worth $1.19M. The position accounts for 0.55% of the portfolio, ranked #50.

Ballast Rock Private Wealth first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Ballast Rock Private Wealth held 5,012 shares of Vanguard Dividend Appreciation ETF worth $1.19M as of Q2 2026.
Ballast Rock Private Wealth bought 33 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $7.58K.
Vanguard Dividend Appreciation ETF made up 0.55% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #50 holding.
Ballast Rock Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.