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Bluesphere Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bluesphere Advisors’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 		$1.64M Buy
6,935
+23
+0.3% +$5.28K 0.51% 26
2026
Q1 		$1.49M Sell
6,912
-235
-3% -$52.4K 0.53% 24
2025
Q4 		$1.57M Buy
7,147
+779
+12% +$170K 0.69% 23
2025
Q3 		$1.37M Sell
6,368
-45
-0.7% -$9.45K 0.63% 26
2025
Q2 		$1.31M Sell
6,413
-321
-5% -$62.2K 0.65% 24
2025
Q1 		$1.31M Sell
6,734
-1,254
-16% -$249K 0.75% 21
2024
Q4 		$1.56M Sell
7,988
-1,236
-13% -$247K 0.77% 20
2024
Q3 		$1.83M Buy
9,224
+955
+12% +$182K 0.9% 19
2024
Q2 		$1.51M Sell
8,269
-65
-0.8% -$11.7K 0.77% 22
2024
Q1 		$1.52M Buy
8,334
+51
+0.6% +$8.96K 0.84% 20
2023
Q4 		$1.41M Buy
8,283
+50
+0.6% +$8.04K 0.88% 22
2023
Q3 		$1.28M Sell
8,233
-187
-2% -$30.3K 0.92% 21
2023
Q2 		$1.37M Buy
8,420
+275
+3% +$43.1K 0.95% 21
2023
Q1 		$1.25M Buy
8,145
+83
+1% +$12.7K 1.04% 18
2022
Q4 		$1.22M Buy
8,062
+259
+3% +$38.6K 1.09% 17
2022
Q3 		$1.05M Buy
7,803
+352
+5% +$52.4K 1.05% 19
2022
Q2 		$1.07M Buy
7,451
+28
+0.4% +$4.26K 1.04% 21
2022
Q1 		$1.2M Buy
7,423
+24
+0.3% +$3.87K 1.02% 21
2021
Q4 		$1.27M Buy
7,399
+150
+2% +$24.7K 1.06% 23
2021
Q3 		$1.11M Sell
7,249
-1,171
-14% -$187K 1.07% 21
2021
Q2 		$1.3M Sell
8,420
-583
-6% -$89.5K 1.15% 21
2021
Q1 		$1.32M Buy
9,003
+1,171
+15% +$167K 1.2% 20
2020
Q4 		$1.1M Buy
+7,832
New +$1.06M 1.18% 22

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

Bluesphere Advisors's VIG Position: Q2 2026 in Review

Bluesphere Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.33% in Q2 2026, buying an estimated $5.28K and bringing the position to 6,935 shares worth $1.64M. The position accounts for 0.51% of the portfolio, ranked #26.

Bluesphere Advisors first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.83M in Q3 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Bluesphere Advisors held 6,935 shares of Vanguard Dividend Appreciation ETF worth $1.64M as of Q2 2026.
  • Bluesphere Advisors bought 23 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $5.28K.
  • Vanguard Dividend Appreciation ETF made up 0.51% of Bluesphere Advisors's portfolio in Q2 2026, its #26 holding.
  • Bluesphere Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
  • Bluesphere Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.83M in Q3 2024.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Bluesphere Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.