Baltimore-Washington Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Baltimore-Washington Financial Advisors’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	$79.7M	Buy	336,751 +10,374	+3%	+$2.38M	2.98%	7
2026 Q1	$70.2M	Buy	326,377 +8,580	+3%	+$1.91M	3.03%	5
2025 Q4	$69.8M	Buy	317,797 +7,299	+2%	+$1.59M	2.91%	5
2025 Q3	$67M	Buy	310,498 +11,363	+4%	+$2.39M	2.87%	6
2025 Q2	$61.2M	Buy	299,135 +6,358	+2%	+$1.23M	2.85%	5
2025 Q1	$56.8M	Buy	292,777 +2,907	+1%	+$578K	3.01%	4
2024 Q4	$56.8M	Buy	289,870 +9,582	+3%	+$1.91M	2.92%	5
2024 Q3	$55.5M	Buy	280,288 +4,660	+2%	+$887K	2.99%	5
2024 Q2	$50.3M	Buy	275,628 +11,591	+4%	+$2.09M	2.91%	6
2024 Q1	$48.2M	Buy	264,037 +16,027	+6%	+$2.82M	3%	5
2023 Q4	$42.3M	Buy	248,010 +15,544	+7%	+$2.5M	2.93%	5
2023 Q3	$36.1M	Buy	232,466 +8,246	+4%	+$1.34M	2.92%	5
2023 Q2	$36.4M	Buy	224,220 +43,223	+24%	+$6.77M	2.9%	6
2023 Q1	$27.9M	Buy	180,997 +12,347	+7%	+$1.89M	2.46%	7
2022 Q4	$25.6M	Sell	168,650 -137,083	-45%	-$20.4M	2.5%	7
2022 Q3	$44.7M	Buy	305,733 +156,229	+104%	+$23.2M	3.76%	6
2022 Q2	$21.4M	Buy	149,504 +44,360	+42%	+$6.75M	2.3%	10
2022 Q1	$16.1M	Sell	105,144 -26,723	-20%	-$4.31M	1.58%	20
2021 Q4	$22.6M	Buy	131,867 +9,682	+8%	+$1.6M	1.83%	12
2021 Q3	$18.8M	Buy	122,185 +10,068	+9%	+$1.6M	1.65%	21
2021 Q2	$17.4M	Buy	112,117 +6,970	+7%	+$1.07M	1.61%	21
2021 Q1	$15.5M	Buy	105,147 +10,143	+11%	+$1.44M	1.58%	22
2020 Q4	$13.4M	Buy	95,004 +17,088	+22%	+$2.32M	1.46%	25
2020 Q3	$10M	Buy	+77,916	New	+$9.8M	1.3%	34
2015 Q4	–	Sell	-328	Closed	-$24K	–	249
2015 Q3	$24K	Buy	+328	New	+$25.4K	0.01%	161
2014 Q4	–	Sell	-1,741	Closed	-$134K	–	312
2014 Q3	$134K	Hold	1,741	–	–	0.04%	110
2014 Q2	$136K	Buy	1,741 +315	+22%	+$24.1K	0.04%	117
2014 Q1	$107K	Hold	1,426	–	–	0.04%	112
2013 Q4	$107K	Buy	+1,426	New	+$104K	0.04%	124

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

Baltimore-Washington Financial Advisors's VIG Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.2% in Q2 2026, buying an estimated $2.38M and bringing the position to 336,751 shares worth $79.7M. The position accounts for 2.98% of the portfolio, ranked #7.

Baltimore-Washington Financial Advisors first reported a position in VIG in Q4 2013 and has held it in 29 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Baltimore-Washington Financial Advisors held 336,751 shares of Vanguard Dividend Appreciation ETF worth $79.7M as of Q2 2026.
Baltimore-Washington Financial Advisors bought 10,374 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.38M.
Vanguard Dividend Appreciation ETF made up 2.98% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #7 holding.
Baltimore-Washington Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and has held it in 29 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.