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

Broyhill 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	$1.46M	Sell	6,154 -183	-3%	-$42K	1.29%	23
2026 Q1	$1.36M	Buy	6,337 +1,250	+25%	+$279K	1.26%	24
2025 Q4	$1.12M	Buy	5,087 +150	+3%	+$32.8K	0.99%	28
2025 Q3	$1.07M	Hold	4,937	–	–	0.93%	35
2025 Q2	$1.01M	Hold	4,937	–	–	0.92%	34
2025 Q1	$958K	Hold	4,937	–	–	0.78%	31
2024 Q4	$967K	Buy	+4,937	New	+$986K	0.85%	31

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

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

Broyhill Asset Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.9% in Q2 2026, selling an estimated $42K and leaving 6,154 shares worth $1.46M. The position accounts for 1.29% of the portfolio, ranked #23.

Broyhill Asset Management first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 2,590 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Broyhill Asset Management held 6,154 shares of Vanguard Dividend Appreciation ETF worth $1.46M as of Q2 2026.
Broyhill Asset Management sold 183 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $42K.
Vanguard Dividend Appreciation ETF made up 1.29% of Broyhill Asset Management's portfolio in Q2 2026, its #23 holding.
Broyhill Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
2,590 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Broyhill Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.