BOS Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

BOS Asset 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	$2.39M	Buy	10,114 +87	+0.9%	+$20K	0.56%	38
2026 Q1	$2.16M	Hold	10,027	–	–	0.55%	39
2025 Q4	$2.2M	Buy	10,027 +1,057	+12%	+$231K	0.59%	37
2025 Q3	$1.94M	Buy	8,970 +197	+2%	+$41.4K	0.55%	40
2025 Q2	$1.8M	Buy	8,773 +28	+0.3%	+$5.43K	0.57%	38
2025 Q1	$1.7M	Sell	8,745 -488	-5%	-$97K	0.58%	34
2024 Q4	$1.81M	Hold	9,233	–	–	0.65%	33
2024 Q3	$1.83M	Buy	9,233 +509	+6%	+$96.9K	0.67%	29
2024 Q2	$1.59M	Sell	8,724 -101	-1%	-$18.2K	0.73%	28
2024 Q1	$1.61M	Sell	8,825 -2,641	-23%	-$464K	0.85%	26
2023 Q4	$1.95M	Buy	11,466 +215	+2%	+$34.6K	1.34%	17
2023 Q3	$1.75M	Sell	11,251 -1,822	-14%	-$295K	1.28%	17
2023 Q2	$2.12M	Sell	13,073 -924	-7%	-$145K	1.65%	15
2023 Q1	$2.16M	Sell	13,997 -7,579	-35%	-$1.16M	1.8%	15
2022 Q4	$3.28M	Buy	+21,576	New	+$3.22M	2.92%	6

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

BOS Asset Management's VIG Position: Q2 2026 in Review

BOS Asset Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.87% in Q2 2026, buying an estimated $20K and bringing the position to 10,114 shares worth $2.39M. The position accounts for 0.56% of the portfolio, ranked #38.

BOS Asset Management first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.28M in Q4 2022. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

BOS Asset Management held 10,114 shares of Vanguard Dividend Appreciation ETF worth $2.39M as of Q2 2026.
BOS Asset Management bought 87 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $20K.
Vanguard Dividend Appreciation ETF made up 0.56% of BOS Asset Management's portfolio in Q2 2026, its #38 holding.
BOS Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
BOS Asset Management's Vanguard Dividend Appreciation ETF position peaked at $3.28M in Q4 2022.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.