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Bell Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bell Investment 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 		$4.42M Sell
18,682
-364
-2% -$83.6K 0.65% 28
2026
Q1 		$4.1M Sell
19,046
-119
-0.6% -$26.5K 0.64% 29
2025
Q4 		$4.21M Sell
19,165
-81
-0.4% -$17.7K 0.67% 30
2025
Q3 		$4.15M Sell
19,246
-20
-0.1% -$4.2K 0.68% 28
2025
Q2 		$3.94M Sell
19,266
-43
-0.2% -$8.33K 0.68% 28
2025
Q1 		$3.75M Buy
19,309
+480
+3% +$95.4K 0.69% 28
2024
Q4 		$3.69M Sell
18,829
-370
-2% -$73.9K 0.69% 26
2024
Q3 		$3.8M Sell
19,199
-5
-0% -$952 0.7% 26
2024
Q2 		$3.51M Sell
19,204
-2,092
-10% -$377K 0.69% 26
2024
Q1 		$3.89M Sell
21,296
-73
-0.3% -$12.8K 0.76% 25
2023
Q4 		$3.64M Sell
21,369
-48
-0.2% -$7.72K 0.75% 26
2023
Q3 		$3.33M Sell
21,417
-95
-0.4% -$15.4K 0.75% 26
2023
Q2 		$3.49M Sell
21,512
-76
-0.4% -$11.9K 0.78% 26
2023
Q1 		$3.32M Buy
21,588
+27
+0.1% +$4.14K 0.78% 26
2022
Q4 		$3.27M Sell
21,561
-723
-3% -$108K 0.82% 25
2022
Q3 		$3.01M Sell
22,284
-462
-2% -$68.8K 0.94% 24
2022
Q2 		$3.26M Buy
+22,746
New +$3.46M 1% 23
2021
Q4 		$4.06M Sell
23,653
-276
-1% -$45.5K 1.11% 22
2021
Q3 		$3.68M Buy
+23,929
New +$3.81M 1.09% 22

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bell Investment Advisors's VIG Position: Q2 2026 in Review

Bell Investment Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.9% in Q2 2026, selling an estimated $83.6K and leaving 18,682 shares worth $4.42M. The position accounts for 0.65% of the portfolio, ranked #28.

Bell Investment Advisors first reported a position in VIG in Q3 2021 and has held it in 19 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Bell Investment Advisors held 18,682 shares of Vanguard Dividend Appreciation ETF worth $4.42M as of Q2 2026.
  • Bell Investment Advisors sold 364 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $83.6K.
  • Vanguard Dividend Appreciation ETF made up 0.65% of Bell Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • Bell Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 19 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.