Bar Harbor Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bar Harbor Wealth 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	$235K	Hold	995	–	–	0.01%	244
2026 Q1	$214K	Hold	995	–	–	0.01%	252
2025 Q4	$219K	Hold	995	–	–	0.01%	245
2025 Q3	$215K	Hold	995	–	–	0.01%	243
2025 Q2	$204K	Buy	+995	New	+$193K	0.01%	244
2025 Q1	–	Sell	-1,214	Closed	-$238K	–	264
2024 Q4	$238K	Hold	1,214	–	–	0.02%	231
2024 Q3	$240K	Buy	+1,214	New	+$231K	0.02%	244

Other funds holding VIG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

PAM

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Bar Harbor Wealth Management's VIG Position: Q2 2026 in Review

Bar Harbor Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 995 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #244.

Bar Harbor Wealth Management first reported a position in VIG in Q3 2024 and has held it in 7 quarters since. The position peaked at $240K in Q3 2024. 533 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Bar Harbor Wealth Management held 995 shares of Vanguard Dividend Appreciation ETF worth $235K as of Q2 2026.
Bar Harbor Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.01% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #244 holding.
Bar Harbor Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 7 quarters since.
Bar Harbor Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $240K in Q3 2024.
533 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.