Biltmore Family Office’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 | $1.6M | Hold |
6,771
| – | – | 0.21% | 80 |
|
|
2026
Q1 | $1.46M | Hold |
6,771
| – | – | 0.2% | 81 |
|
|
2025
Q4 | $1.49M | Buy |
6,771
+200
| +3% | +$43.7K | 0.21% | 77 |
|
|
2025
Q3 | $1.42M | Buy |
6,571
+18
| +0.3% | +$3.78K | 0.2% | 76 |
|
|
2025
Q2 | $1.35M | Buy |
6,553
+32
| +0.5% | +$6.2K | 0.23% | 75 |
|
|
2025
Q1 | $1.27M | Hold |
6,521
| – | – | 0.22% | 76 |
|
|
2024
Q4 | $1.28M | Sell |
6,521
-1,940
| -23% | -$387K | 0.21% | 74 |
|
|
2024
Q3 | $1.68M | Buy |
8,461
+252
| +3% | +$48K | 0.29% | 62 |
|
|
2024
Q2 | $1.51M | Hold |
8,209
| – | – | 0.28% | 63 |
|
|
2024
Q1 | $1.5M | Hold |
8,209
| – | – | 0.3% | 63 |
|
|
2023
Q4 | $1.4M | Hold |
8,209
| – | – | 0.29% | 59 |
|
|
2023
Q3 | $1.28M | Sell |
8,209
-310
| -4% | -$50.3K | 0.29% | 57 |
|
|
2023
Q2 | $1.39M | Hold |
8,519
| – | – | 0.29% | 54 |
|
|
2023
Q1 | $1.31M | Hold |
8,519
| – | – | 0.28% | 59 |
|
|
2022
Q4 | $1.29M | Hold |
8,519
| – | – | 0.27% | 55 |
|
|
2022
Q3 | $1.15M | Hold |
8,519
| – | – | 0.26% | 53 |
|
|
2022
Q2 | $1.22M | Hold |
8,519
| – | – | 0.31% | 51 |
|
|
2022
Q1 | $1.38M | Hold |
8,519
| – | – | 0.3% | 55 |
|
|
2021
Q4 | $1.46M | Hold |
8,519
| – | – | 0.28% | 58 |
|
|
2021
Q3 | $1.31M | Hold |
8,519
| – | – | 0.32% | 51 |
|
|
2021
Q2 | $1.32M | Sell |
8,519
-184
| -2% | -$28.2K | 0.37% | 43 |
|
|
2021
Q1 | $1.28M | Hold |
8,703
| – | – | 0.4% | 40 |
|
|
2020
Q4 | $1.23M | Hold |
8,703
| – | – | 0.37% | 42 |
|
|
2020
Q3 | $1.13M | Sell |
8,703
-585
| -6% | -$73.6K | 0.63% | 37 |
|
|
2020
Q2 | $1.09M | Hold |
9,288
| – | – | 0.66% | 38 |
|
|
2020
Q1 | $960K | Hold |
9,288
| – | – | 0.63% | 41 |
|
|
2019
Q4 | $1.16M | Buy |
9,288
+5,869
| +172% | +$710K | 0.47% | 57 |
|
|
2019
Q3 | $409K | Buy |
+3,419
| New | +$403K | 0.18% | 108 |
|
|
2019
Q2 | – | Sell |
-3,419
| Closed | -$377K | – | 166 |
|
|
2019
Q1 | $377K | Sell |
3,419
-95
| -3% | -$10K | 0.19% | 106 |
|
|
2018
Q4 | $344K | Sell |
3,514
-500
| -12% | -$52.1K | 0.19% | 107 |
|
|
2018
Q3 | $446K | Hold |
4,014
| – | – | 0.21% | 96 |
|
|
2018
Q2 | $410K | Sell |
4,014
-115
| -3% | -$11.7K | 0.2% | 98 |
|
|
2018
Q1 | $417K | Sell |
4,129
-650
| -14% | -$67.4K | 0.19% | 115 |
|
|
2017
Q4 | $488K | Buy |
+4,779
| New | +$471K | 0.22% | 98 |
|
Other funds holding VIG
HWM
Biltmore Family Office's VIG Position: Q2 2026 in Review
Biltmore Family Office held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 6,771 shares worth $1.6M. The position accounts for 0.21% of the portfolio, ranked #80.
Biltmore Family Office first reported a position in VIG in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.68M in Q3 2024. 2,601 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Biltmore Family Office held 6,771 shares of Vanguard Dividend Appreciation ETF worth $1.6M as of Q2 2026.
- Biltmore Family Office left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
- Vanguard Dividend Appreciation ETF made up 0.21% of Biltmore Family Office's portfolio in Q2 2026, its #80 holding.
- Biltmore Family Office first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 34 quarters since.
- Biltmore Family Office's Vanguard Dividend Appreciation ETF position peaked at $1.68M in Q3 2024.
- 2,601 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.