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Barden Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Barden Capital 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 		– Sell
-986
Closed -$212K – 61
2026
Q1 		$212K Hold
986
– – 0.18% 56
2025
Q4 		$217K Hold
986
– – 0.18% 56
2025
Q3 		$213K Buy
+986
New +$207K 0.18% 59

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Barden Capital Management's VIG Position: Q2 2026 in Review

Barden Capital Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 986 shares — an estimated $212K sold.

Barden Capital Management first reported a position in VIG in Q3 2025 and held it in 3 quarters. The position peaked at $217K in Q4 2025. 1,756 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Barden Capital Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
  • Barden Capital Management sold 986 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $212K.
  • Barden Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and held it in 3 quarters.
  • Barden Capital Management's Vanguard Dividend Appreciation ETF position peaked at $217K in Q4 2025.
  • 1,756 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Barden Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.