Blue Zone Wealth Advisors’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
$836K Buy
3,532
+85
+2% +$19.5K 0.15% 67
2026
Q1
$741K Buy
3,447
+322
+10% +$71.8K 0.15% 70
2025
Q4
$687K Buy
3,125
+190
+6% +$41.5K 0.13% 83
2025
Q3
$633K Buy
2,935
+525
+22% +$110K 0.13% 80
2025
Q2
$493K Buy
2,410
+220
+10% +$42.6K 0.12% 73
2025
Q1
$425K Buy
2,190
+519
+31% +$103K 0.12% 74
2024
Q4
$327K Buy
1,671
+183
+12% +$36.5K 0.09% 85
2024
Q3
$295K Buy
1,488
+222
+18% +$42.3K 0.09% 81
2024
Q2
$231K Buy
+1,266
New +$228K 0.08% 80
2022
Q2
Sell
-1,905
Closed -$309K 101
2022
Q1
$309K Buy
+1,905
New +$307K 0.12% 79

Other funds holding VIG

Blue Zone Wealth Advisors's VIG Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.5% in Q2 2026, buying an estimated $19.5K and bringing the position to 3,532 shares worth $836K. The position accounts for 0.15% of the portfolio, ranked #67.

Blue Zone Wealth Advisors first reported a position in VIG in Q1 2022 and has held it in 10 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Blue Zone Wealth Advisors held 3,532 shares of Vanguard Dividend Appreciation ETF worth $836K as of Q2 2026.
  • Blue Zone Wealth Advisors bought 85 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $19.5K.
  • Vanguard Dividend Appreciation ETF made up 0.15% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Blue Zone Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 10 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.