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Brookwood Investment Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Brookwood Investment Group’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 		$617K Sell
2,608
-974
-27% -$224K 0.07% 267
2026
Q1 		$770K Buy
3,582
+748
+26% +$167K 0.1% 201
2025
Q4 		$623K Sell
2,834
-176
-6% -$38.5K 0.07% 244
2025
Q3 		$650K Sell
3,010
-111
-4% -$23.3K 0.08% 219
2025
Q2 		$639K Buy
3,121
+110
+4% +$21.3K 0.1% 197
2025
Q1 		$584K Buy
+3,011
New +$599K 0.1% 199

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

Brookwood Investment Group's VIG Position: Q2 2026 in Review

Brookwood Investment Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 27% in Q2 2026, selling an estimated $224K and leaving 2,608 shares worth $617K. The position accounts for 0.07% of the portfolio, ranked #267.

Brookwood Investment Group first reported a position in VIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $770K in Q1 2026. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Brookwood Investment Group held 2,608 shares of Vanguard Dividend Appreciation ETF worth $617K as of Q2 2026.
  • Brookwood Investment Group sold 974 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $224K.
  • Vanguard Dividend Appreciation ETF made up 0.07% of Brookwood Investment Group's portfolio in Q2 2026, its #267 holding.
  • Brookwood Investment Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Vanguard Dividend Appreciation ETF position peaked at $770K in Q1 2026.
  • 2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.