Boltwood Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Boltwood Capital Management’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	$805K	Hold	3,400	–	–	0.18%	105
2026 Q1	$731K	Hold	3,400	–	–	0.19%	102
2025 Q4	$747K	Sell	3,400 -7	-0.2%	-$1.53K	0.19%	102
2025 Q3	$735K	Sell	3,407 -50	-1%	-$10.5K	0.2%	103
2025 Q2	$708K	Sell	3,457 -115	-3%	-$22.3K	0.2%	102
2025 Q1	$693K	Sell	3,572 -230	-6%	-$45.7K	0.21%	94
2024 Q4	$745K	Sell	3,802 -27	-0.7%	-$5.39K	0.23%	92
2024 Q3	$758K	Hold	3,829	–	–	0.22%	92
2024 Q2	$699K	Hold	3,829	–	–	0.22%	94
2024 Q1	$699K	Hold	3,829	–	–	0.22%	97
2023 Q4	$652K	Hold	3,829	–	–	0.22%	96
2023 Q3	$595K	Hold	3,829	–	–	0.22%	95
2023 Q2	$622K	Buy	3,829 +7	+0.2%	+$1.1K	0.22%	94
2023 Q1	$589K	Hold	3,822	–	–	0.22%	96
2022 Q4	$580K	Hold	3,822	–	–	0.24%	96
2022 Q3	$517K	Hold	3,822	–	–	0.24%	94
2022 Q2	$548K	Hold	3,822	–	–	0.24%	100
2022 Q1	$620K	Sell	3,822 -5	-0.1%	-$807	0.24%	102
2021 Q4	$657K	Sell	3,827 -125	-3%	-$20.6K	0.24%	99
2021 Q3	$607K	Buy	3,952 +110	+3%	+$17.5K	0.24%	101
2021 Q2	$595K	Hold	3,842	–	–	0.25%	102
2021 Q1	$565K	Hold	3,842	–	–	0.25%	98
2020 Q4	$542K	Hold	3,842	–	–	0.26%	95
2020 Q3	$494K	Hold	3,842	–	–	0.28%	95
2020 Q2	$450K	Hold	3,842	–	–	0.27%	90
2020 Q1	$397K	Hold	3,842	–	–	0.28%	93
2019 Q4	$479K	Hold	3,842	–	–	0.27%	97
2019 Q3	$459K	Hold	3,842	–	–	0.29%	95
2019 Q2	$442K	Sell	3,842 -75	-2%	-$8.41K	0.28%	92
2019 Q1	$429K	Sell	3,917 -542	-12%	-$57.1K	0.28%	94
2018 Q4	$436K	Buy	4,459 +6	+0.1%	+$626	0.3%	91
2018 Q3	$492K	Buy	4,453 +536	+14%	+$57.6K	0.29%	100
2018 Q2	$398K	Hold	3,917	–	–	0.26%	105
2018 Q1	$395K	Hold	3,917	–	–	0.27%	102
2017 Q4	$399K	Hold	3,917	–	–	0.24%	103
2017 Q3	$371K	Hold	3,917	–	–	0.24%	99
2017 Q2	$362K	Hold	3,917	–	–	0.25%	101
2017 Q1	$352K	Hold	3,917	–	–	0.25%	94
2016 Q4	$333K	Hold	3,917	–	–	0.25%	94
2016 Q3	$328K	Hold	3,917	–	–	0.26%	92
2016 Q2	$326K	Hold	3,917	–	–	0.27%	89
2016 Q1	$318K	Hold	3,917	–	–	0.28%	88
2015 Q4	$305K	Buy	+3,917	New	+$306K	0.28%	85

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Boltwood Capital Management's VIG Position: Q2 2026 in Review

Boltwood Capital Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 3,400 shares worth $805K. The position accounts for 0.18% of the portfolio, ranked #105.

Boltwood Capital Management first reported a position in VIG in Q4 2015 and has held it in 43 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Boltwood Capital Management held 3,400 shares of Vanguard Dividend Appreciation ETF worth $805K as of Q2 2026.
Boltwood Capital Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.18% of Boltwood Capital Management's portfolio in Q2 2026, its #105 holding.
Boltwood Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and has held it in 43 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.