Benjamin Edwards Inc’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Benjamin Edwards Inc’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	$19.4M	Buy	81,857 +25,386	+45%	+$5.83M	0.18%	153
2026 Q1	$12.1M	Sell	56,471 -169	-0.3%	-$37.7K	0.12%	188
2025 Q4	$12.4M	Buy	56,640 +25,524	+82%	+$5.58M	0.14%	165
2025 Q3	$6.71M	Buy	31,116 +3,552	+13%	+$746K	0.08%	250
2025 Q2	$5.64M	Buy	27,564 +718	+3%	+$139K	0.07%	253
2025 Q1	$5.21M	Buy	26,846 +3,810	+17%	+$758K	0.07%	255
2024 Q4	$4.51M	Buy	23,036 +6,582	+40%	+$1.31M	0.06%	274
2024 Q3	$3.26M	Buy	+16,454	New	+$3.13M	0.05%	338
2023 Q3	–	Sell	-68	Closed	-$11K	–	682
2023 Q2	$11K	Hold	68	–	–	﹤0.01%	572
2023 Q1	$11K	Hold	68	–	–	﹤0.01%	575
2022 Q4	$10K	Hold	68	–	–	﹤0.01%	590
2022 Q3	$9K	Sell	68 -39	-36%	-$5.8K	﹤0.01%	573
2022 Q2	$15K	Buy	107 +68	+174%	+$10.3K	﹤0.01%	550
2022 Q1	$6K	Buy	+39	New	+$6.29K	﹤0.01%	643

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

Benjamin Edwards Inc's VIG Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Vanguard Dividend Appreciation ETF (VIG) stake by 45% in Q2 2026, buying an estimated $5.83M and bringing the position to 81,857 shares worth $19.4M. The position accounts for 0.18% of the portfolio, ranked #153.

Benjamin Edwards Inc first reported a position in VIG in Q1 2022 and has held it in 14 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Benjamin Edwards Inc held 81,857 shares of Vanguard Dividend Appreciation ETF worth $19.4M as of Q2 2026.
Benjamin Edwards Inc bought 25,386 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $5.83M.
Vanguard Dividend Appreciation ETF made up 0.18% of Benjamin Edwards Inc's portfolio in Q2 2026, its #153 holding.
Benjamin Edwards Inc first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 14 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.