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BIP Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

BIP Wealth’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 		$9.46M Sell
39,990
-44,492
-53% -$10.2M 0.27% 71
2026
Q1 		$18.2M Sell
84,482
-6,847
-7% -$1.53M 0.74% 29
2025
Q4 		$20.1M Buy
91,329
+59,825
+190% +$13.1M 0.71% 32
2025
Q3 		$6.8M Sell
31,504
-579
-2% -$122K 0.34% 52
2025
Q2 		$6.57M Sell
32,083
-883
-3% -$171K 0.4% 40
2025
Q1 		$6.4M Buy
32,966
+339
+1% +$67.4K 0.42% 38
2024
Q4 		$6.39M Sell
32,627
-704
-2% -$141K 0.43% 37
2024
Q3 		$6.6M Buy
33,331
+2,652
+9% +$505K 0.45% 37
2024
Q2 		$5.6M Sell
30,679
-4,464
-13% -$803K 0.46% 37
2024
Q1 		$6.42M Sell
35,143
-2,655
-7% -$466K 0.47% 35
2023
Q4 		$6.44M Buy
37,798
+2,393
+7% +$385K 0.51% 33
2023
Q3 		$5.5M Sell
35,405
-5,514
-13% -$894K 0.51% 34
2023
Q2 		$6.65M Buy
40,919
+61
+0.1% +$9.55K 0.54% 30
2023
Q1 		$6.29M Buy
+40,858
New +$6.26M 0.69% 32

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

BIP Wealth's VIG Position: Q2 2026 in Review

BIP Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 53% in Q2 2026, selling an estimated $10.2M and leaving 39,990 shares worth $9.46M. The position accounts for 0.27% of the portfolio, ranked #71.

BIP Wealth first reported a position in VIG in Q1 2023 and has held it in 14 quarters since. The position peaked at $20.1M in Q4 2025. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • BIP Wealth held 39,990 shares of Vanguard Dividend Appreciation ETF worth $9.46M as of Q2 2026.
  • BIP Wealth sold 44,492 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $10.2M.
  • Vanguard Dividend Appreciation ETF made up 0.27% of BIP Wealth's portfolio in Q2 2026, its #71 holding.
  • BIP Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 14 quarters since.
  • BIP Wealth's Vanguard Dividend Appreciation ETF position peaked at $20.1M in Q4 2025.
  • 2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.