BB
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Berkshire Bank’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Berkshire Bank’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 		$1.05M Sell
4,423
-6,551
-60% -$1.5M 0.2% 74
2026
Q1 		$2.36M Sell
10,974
-12,276
-53% -$2.74M 0.48% 45
2025
Q4 		$5.11M Buy
23,250
+1,419
+6% +$310K 1.04% 21
2025
Q3 		$4.71M Buy
21,831
+5,566
+34% +$1.17M 1.01% 24
2025
Q2 		$3.33M Buy
16,265
+5,507
+51% +$1.07M 0.76% 30
2025
Q1 		$2.09M Buy
+10,758
New +$2.14M 0.51% 46

Other funds holding VIG

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Berkshire Bank's VIG Position: Q2 2026 in Review

Berkshire Bank reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 60% in Q2 2026, selling an estimated $1.5M and leaving 4,423 shares worth $1.05M. The position accounts for 0.2% of the portfolio, ranked #74.

Berkshire Bank first reported a position in VIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.11M in Q4 2025. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Berkshire Bank held 4,423 shares of Vanguard Dividend Appreciation ETF worth $1.05M as of Q2 2026.
  • Berkshire Bank sold 6,551 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.5M.
  • Vanguard Dividend Appreciation ETF made up 0.2% of Berkshire Bank's portfolio in Q2 2026, its #74 holding.
  • Berkshire Bank first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 6 quarters since.
  • Berkshire Bank's Vanguard Dividend Appreciation ETF position peaked at $5.11M in Q4 2025.
  • 984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.