BridgePort Financial Solutions’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

BridgePort Financial Solutions’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	$4.03M	Buy	17,022 +525	+3%	+$121K	1.03%	27
2026 Q1	$3.55M	Buy	16,497 +75	+0.5%	+$16.7K	1.01%	25
2025 Q4	$3.61M	Buy	16,422 +120	+0.7%	+$26.2K	0.97%	28
2025 Q3	$3.52M	Sell	16,302 -356	-2%	-$74.8K	0.95%	27
2025 Q2	$3.41M	Buy	16,658 +40	+0.2%	+$7.75K	1.13%	24
2025 Q1	$3.22M	Hold	16,618	–	–	1.45%	17
2024 Q4	$3.33M	Buy	+16,618	New	+$3.32M	1.51%	17

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

BridgePort Financial Solutions's VIG Position: Q2 2026 in Review

BridgePort Financial Solutions increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.2% in Q2 2026, buying an estimated $121K and bringing the position to 17,022 shares worth $4.03M. The position accounts for 1.03% of the portfolio, ranked #27.

BridgePort Financial Solutions first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

BridgePort Financial Solutions held 17,022 shares of Vanguard Dividend Appreciation ETF worth $4.03M as of Q2 2026.
BridgePort Financial Solutions bought 525 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $121K.
Vanguard Dividend Appreciation ETF made up 1.03% of BridgePort Financial Solutions's portfolio in Q2 2026, its #27 holding.
BridgePort Financial Solutions first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.