Brio Consultants’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Brio Consultants’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	$9.14M	Sell	38,626 -71	-0.2%	-$16.3K	1.07%	21
2026 Q1	$8.86M	Sell	38,697 -3,349	-8%	-$747K	1.08%	23
2025 Q4	$9.24M	Sell	42,046 -583	-1%	-$127K	1.2%	17
2025 Q3	$9.2M	Sell	42,629 -542	-1%	-$114K	1.27%	17
2025 Q2	$8.84M	Sell	43,171 -1,253	-3%	-$243K	1.29%	17
2025 Q1	$8.62M	Sell	44,424 -2,284	-5%	-$454K	1.35%	16
2024 Q4	$9.15M	Sell	46,708 -1,982	-4%	-$396K	1.43%	16
2024 Q3	$9.64M	Sell	48,690 -3,004	-6%	-$572K	1.53%	15
2024 Q2	$9.44M	Sell	51,694 -3,375	-6%	-$607K	1.56%	17
2024 Q1	$10.1M	Sell	55,069 -4,350	-7%	-$764K	1.7%	14
2023 Q4	$10.1M	Sell	59,419 -1,909	-3%	-$307K	1.8%	14
2023 Q3	$9.53M	Sell	61,328 -2,261	-4%	-$367K	1.79%	16
2023 Q2	$10.3M	Sell	63,589 -6,431	-9%	-$1.01M	1.87%	17
2023 Q1	$10.8M	Sell	70,020 -2,944	-4%	-$451K	2%	17
2022 Q4	$11.1M	Sell	72,964 -6,140	-8%	-$915K	2.21%	14
2022 Q3	$11.3M	Sell	79,104 -21,097	-21%	-$3.14M	2.4%	16
2022 Q2	$14.4M	Sell	100,201 -239,186	-70%	-$36.4M	3.26%	12
2022 Q1	$55M	Buy	339,387 +37,750	+13%	+$6.09M	11.74%	1
2021 Q4	$51.8M	Buy	301,637 +15,546	+5%	+$2.56M	12.18%	1
2021 Q3	$43.9M	Buy	286,091 +13,706	+5%	+$2.18M	10.67%	2
2021 Q2	$42.2M	Buy	272,385 +21,295	+8%	+$3.27M	10.77%	1
2021 Q1	$36.9M	Buy	251,090 +21,298	+9%	+$3.03M	10.87%	2
2020 Q4	$32.4M	Sell	229,792 -21,326	-8%	-$2.89M	10.47%	2
2020 Q3	$32.3M	Buy	251,118 +10,369	+4%	+$1.3M	9.76%	3
2020 Q2	$28.2M	Buy	240,749 +96,261	+67%	+$11M	9.42%	3
2020 Q1	$14.9M	Buy	144,488 +14,468	+11%	+$1.73M	5.97%	6
2019 Q4	$16.2M	Buy	130,020 +99,032	+320%	+$12M	5.45%	6
2019 Q3	$3.71M	Buy	30,988 +1,751	+6%	+$207K	1.39%	21
2019 Q2	$3.37M	Buy	29,237 +2,008	+7%	+$225K	1.35%	21
2019 Q1	$2.98M	Sell	27,229 -13,164	-33%	-$1.39M	1.32%	23
2018 Q4	$3.96M	Buy	+40,393	New	+$4.21M	2.03%	14

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

Brio Consultants's VIG Position: Q2 2026 in Review

Brio Consultants reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.18% in Q2 2026, selling an estimated $16.3K and leaving 38,626 shares worth $9.14M. The position accounts for 1.07% of the portfolio, ranked #21.

Brio Consultants first reported a position in VIG in Q4 2018 and has held it in 31 quarters since. The position peaked at $55M in Q1 2022. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Brio Consultants held 38,626 shares of Vanguard Dividend Appreciation ETF worth $9.14M as of Q2 2026.
Brio Consultants sold 71 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $16.3K.
Vanguard Dividend Appreciation ETF made up 1.07% of Brio Consultants's portfolio in Q2 2026, its #21 holding.
Brio Consultants first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 31 quarters since.
Brio Consultants's Vanguard Dividend Appreciation ETF position peaked at $55M in Q1 2022.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.