Bearing Point Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bearing Point Capital’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	$618K	Sell	2,610 -1,214	-32%	-$279K	0.08%	139
2026 Q1	$822K	Hold	3,824	–	–	0.13%	102
2025 Q4	$840K	Buy	+3,824	New	+$836K	0.13%	108

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

Bearing Point Capital's VIG Position: Q2 2026 in Review

Bearing Point Capital reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 32% in Q2 2026, selling an estimated $279K and leaving 2,610 shares worth $618K. The position accounts for 0.08% of the portfolio, ranked #139.

Bearing Point Capital first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $840K in Q4 2025. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Bearing Point Capital held 2,610 shares of Vanguard Dividend Appreciation ETF worth $618K as of Q2 2026.
Bearing Point Capital sold 1,214 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $279K.
Vanguard Dividend Appreciation ETF made up 0.08% of Bearing Point Capital's portfolio in Q2 2026, its #139 holding.
Bearing Point Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
Bearing Point Capital's Vanguard Dividend Appreciation ETF position peaked at $840K in Q4 2025.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.