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Bradley Foster & Sargent’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bradley Foster & Sargent’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 		$15.1M Buy
64,021
+2,263
+4% +$520K 0.21% 97
2026
Q1 		$13.3M Buy
61,758
+1,467
+2% +$327K 0.21% 93
2025
Q4 		$13.3M Buy
60,291
+1,009
+2% +$220K 0.19% 95
2025
Q3 		$12.8M Buy
59,282
+3,264
+6% +$685K 0.19% 102
2025
Q2 		$11.5M Buy
56,018
+7,236
+15% +$1.4M 0.18% 102
2025
Q1 		$9.46M Sell
48,782
-545
-1% -$108K 0.16% 111
2024
Q4 		$9.66M Buy
49,327
+5,867
+13% +$1.17M 0.16% 107
2024
Q3 		$8.61M Buy
43,460
+1,418
+3% +$270K 0.14% 114
2024
Q2 		$7.67M Sell
42,042
-598
-1% -$108K 0.14% 118
2024
Q1 		$7.79M Buy
42,640
+155
+0.4% +$27.2K 0.14% 117
2023
Q4 		$7.24M Buy
42,485
+2,328
+6% +$375K 0.14% 116
2023
Q3 		$6.52M Hold
40,157
– – 0.14% 117
2023
Q2 		$6.52M Buy
40,157
+1,355
+3% +$212K 0.14% 117
2023
Q1 		$5.98M Buy
38,802
+1,824
+5% +$279K 0.14% 111
2022
Q4 		$5.62M Sell
36,978
-734
-2% -$109K 0.14% 113
2022
Q3 		$5.1M Buy
37,712
+933
+3% +$139K 0.14% 113
2022
Q2 		$5.28M Buy
36,779
+812
+2% +$124K 0.14% 112
2022
Q1 		$5.83M Buy
35,967
+9,896
+38% +$1.6M 0.12% 127
2021
Q4 		$4.48M Buy
26,071
+9,745
+60% +$1.61M 0.09% 139
2021
Q3 		$2.51M Buy
16,326
+2,522
+18% +$402K 0.06% 167
2021
Q2 		$2.14M Buy
13,804
+1,309
+10% +$201K 0.05% 182
2021
Q1 		$1.84M Sell
12,495
-107
-0.8% -$15.2K 0.05% 187
2020
Q4 		$1.78M Buy
12,602
+635
+5% +$86.1K 0.05% 175
2020
Q3 		$1.54M Buy
+11,967
New +$1.51M 0.05% 176
2020
Q1 		$1.16M Buy
11,177
+1,415
+14% +$169K 0.05% 176
2019
Q4 		$1.22M Buy
9,762
+1,378
+16% +$167K 0.04% 203
2019
Q3 		$1M Sell
8,384
-1,070
-11% -$126K 0.03% 211
2019
Q2 		$1.09M Buy
9,454
+67
+0.7% +$7.51K 0.04% 202
2019
Q1 		$1.03M Buy
9,387
+1,455
+18% +$153K 0.04% 208
2018
Q4 		$777K Sell
7,932
-23,008
-74% -$2.4M 0.03% 218
2018
Q3 		$3.42M Sell
30,940
-10,585
-25% -$1.14M 0.12% 141
2018
Q2 		$4.22M Buy
41,525
+43
+0.1% +$4.38K 0.15% 120
2018
Q1 		$4.19M Buy
41,482
+2,860
+7% +$296K 0.16% 116
2017
Q4 		$3.94M Sell
38,622
-150
-0.4% -$14.8K 0.14% 126
2017
Q3 		$3.67M Sell
38,772
-2,730
-7% -$255K 0.14% 123
2017
Q2 		$3.85M Buy
41,502
+25
+0.1% +$2.29K 0.15% 113
2017
Q1 		$3.73M Sell
41,477
-1,492
-3% -$132K 0.15% 116
2016
Q4 		$3.66M Buy
42,969
+2,547
+6% +$214K 0.16% 116
2016
Q3 		$3.39M Hold
40,422
– – 0.15% 110
2016
Q2 		$3.37M Sell
40,422
-4,843
-11% -$396K 0.15% 110
2016
Q1 		$3.68M Sell
45,265
-1,324
-3% -$102K 0.17% 107
2015
Q4 		$3.62M Hold
46,589
– – 0.17% 111
2015
Q3 		$3.44M Sell
46,589
-1,220
-3% -$94.5K 0.17% 111
2015
Q2 		$3.76M Buy
47,809
+442
+0.9% +$35.8K 0.17% 114
2015
Q1 		$3.81M Buy
47,367
+488
+1% +$39.6K 0.17% 111
2014
Q4 		$3.81M Buy
46,879
+1,444
+3% +$114K 0.18% 112
2014
Q3 		$3.5M Sell
45,435
-642
-1% -$49.8K 0.17% 122
2014
Q2 		$3.59M Hold
46,077
– – 0.17% 116
2014
Q1 		$3.47M Buy
46,077
+1,095
+2% +$80.8K 0.18% 113
2013
Q4 		$3.38M Buy
44,982
+710
+2% +$51.7K 0.18% 113
2013
Q3 		$3.08M Hold
44,272
– – 0.18% 116
2013
Q2 		$2.93M Buy
+44,272
New +$2.97M 0.18% 107

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

Bradley Foster & Sargent's VIG Position: Q2 2026 in Review

Bradley Foster & Sargent increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.7% in Q2 2026, buying an estimated $520K and bringing the position to 64,021 shares worth $15.1M. The position accounts for 0.21% of the portfolio, ranked #97.

Bradley Foster & Sargent first reported a position in VIG in Q2 2013 and has held it in 52 quarters since. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Bradley Foster & Sargent held 64,021 shares of Vanguard Dividend Appreciation ETF worth $15.1M as of Q2 2026.
  • Bradley Foster & Sargent bought 2,263 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $520K.
  • Vanguard Dividend Appreciation ETF made up 0.21% of Bradley Foster & Sargent's portfolio in Q2 2026, its #97 holding.
  • Bradley Foster & Sargent first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 52 quarters since.
  • 2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.