Bartlett & Co Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.93M | Buy |
33,520
+420
| +1% | +$96.4K | 0.1% | 119 |
|
|
2026
Q1 | $7.51M | Buy |
33,100
+472
| +1% | +$105K | 0.1% | 118 |
|
|
2025
Q4 | $7.17M | Sell |
32,628
-175
| -0.5% | -$38.2K | 0.09% | 119 |
|
|
2025
Q3 | $7.11M | Sell |
32,803
-515
| -2% | -$108K | 0.09% | 122 |
|
|
2025
Q2 | $6.85M | Hold |
33,318
| – | – | 0.1% | 119 |
|
|
2025
Q1 | $6.46M | Sell |
33,318
-2,904
| -8% | -$577K | 0.1% | 123 |
|
|
2024
Q4 | $7.09M | Sell |
36,222
-150
| -0.4% | -$29.9K | 0.1% | 118 |
|
|
2024
Q3 | $7.23M | Buy |
36,372
+534
| +1% | +$102K | 0.1% | 115 |
|
|
2024
Q2 | $6.57M | Sell |
35,838
-480
| -1% | -$86.4K | 0.1% | 119 |
|
|
2024
Q1 | $6.63M | Buy |
36,318
+1,738
| +5% | +$305K | 0.1% | 122 |
|
|
2023
Q4 | $5.9M | Buy |
34,580
+803
| +2% | +$129K | 0.1% | 130 |
|
|
2023
Q3 | $5.27M | Hold |
33,777
| – | – | 0.09% | 128 |
|
|
2023
Q2 | $5.51M | Sell |
33,777
-560
| -2% | -$87.7K | 0.1% | 125 |
|
|
2023
Q1 | $5.29M | Buy |
34,337
+139
| +0.4% | +$21.3K | 0.1% | 124 |
|
|
2022
Q4 | $5.19M | Hold |
34,198
| – | – | 0.1% | 128 |
|
|
2022
Q3 | $4.62M | Buy |
34,198
+8,510
| +33% | +$1.27M | 0.1% | 129 |
|
|
2022
Q2 | $3.69M | Buy |
25,688
+2,300
| +10% | +$350K | 0.07% | 141 |
|
|
2022
Q1 | $3.79M | Buy |
23,388
+543
| +2% | +$87.6K | 0.07% | 144 |
|
|
2021
Q4 | $3.92M | Buy |
22,845
+480
| +2% | +$79.1K | 0.07% | 144 |
|
|
2021
Q3 | $3.44M | Hold |
22,365
| – | – | 0.07% | 142 |
|
|
2021
Q2 | $3.46M | Buy |
22,365
+353
| +2% | +$54.2K | 0.07% | 143 |
|
|
2021
Q1 | $3.24M | Sell |
22,012
-75
| -0.3% | -$10.7K | 0.07% | 143 |
|
|
2020
Q4 | $3.12M | Hold |
22,087
| – | – | 0.07% | 147 |
|
|
2020
Q3 | $2.85M | Buy |
22,087
+587
| +3% | +$73.9K | 0.07% | 145 |
|
|
2020
Q2 | $2.53M | Sell |
21,500
-923
| -4% | -$105K | 0.07% | 146 |
|
|
2020
Q1 | $2.32M | Buy |
22,423
+134
| +0.6% | +$16K | 0.07% | 149 |
|
|
2019
Q4 | $2.78M | Buy |
22,289
+437
| +2% | +$52.9K | 0.07% | 152 |
|
|
2019
Q3 | $2.61M | Buy |
21,852
+9,275
| +74% | +$1.09M | 0.07% | 151 |
|
|
2019
Q2 | $1.45M | Buy |
12,577
+230
| +2% | +$25.8K | 0.05% | 148 |
|
|
2019
Q1 | $1.36M | Buy |
12,347
+82
| +0.7% | +$8.64K | 0.05% | 150 |
|
|
2018
Q4 | $1.2M | Hold |
12,265
| – | – | 0.05% | 152 |
|
|
2018
Q3 | $1.36M | Buy |
12,265
+13
| +0.1% | +$1.4K | 0.05% | 150 |
|
|
2018
Q2 | $1.25M | Buy |
12,252
+11,587
| +1,742% | +$1.18M | 0.05% | 149 |
|
|
2018
Q1 | $67.2K | Buy |
+665
| New | +$68.9K | ﹤0.01% | 393 |
|
Other funds holding VIG
HWM
Bartlett & Co Wealth Management's VIG Position: Q2 2026 in Review
Bartlett & Co Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q2 2026, buying an estimated $96.4K and bringing the position to 33,520 shares worth $7.93M. The position accounts for 0.1% of the portfolio, ranked #119.
Bartlett & Co Wealth Management first reported a position in VIG in Q1 2018 and has held it in 34 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Bartlett & Co Wealth Management held 33,520 shares of Vanguard Dividend Appreciation ETF worth $7.93M as of Q2 2026.
- Bartlett & Co Wealth Management bought 420 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $96.4K.
- Vanguard Dividend Appreciation ETF made up 0.1% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #119 holding.
- Bartlett & Co Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2018 and has held it in 34 quarters since.
- 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.