BSW Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

BSW Wealth Partners’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	$512K	Sell	2,162 -635	-23%	-$146K	0.06%	181
2026 Q1	$601K	Sell	2,797 -142	-5%	-$31.7K	0.07%	155
2025 Q4	$646K	Sell	2,939 -383	-12%	-$83.7K	0.08%	152
2025 Q3	$717K	Sell	3,322 -72	-2%	-$15.1K	0.09%	126
2025 Q2	$695K	Sell	3,394 -1	-0%	-$194	0.1%	120
2025 Q1	$659K	Sell	3,395 -265	-7%	-$52.7K	0.1%	125
2024 Q4	$717K	Buy	3,660 +5	+0.1%	+$998	0.11%	116
2024 Q3	$724K	Buy	3,655 +3	+0.1%	+$571	0.11%	109
2024 Q2	$667K	Sell	3,652 -160	-4%	-$28.8K	0.11%	104
2024 Q1	$696K	Sell	3,812 -329	-8%	-$57.8K	0.12%	101
2023 Q4	$706K	Buy	4,141 +930	+29%	+$150K	0.14%	96
2023 Q3	$499K	Sell	3,211 -921	-22%	-$149K	0.11%	106
2023 Q2	$671K	Sell	4,132 -467	-10%	-$73.1K	0.14%	91
2023 Q1	$708K	Buy	4,599 +167	+4%	+$25.6K	0.15%	103
2022 Q4	$673K	Buy	4,432 +3	+0.1%	+$447	0.14%	105
2022 Q3	$599K	Buy	4,429 +163	+4%	+$24.3K	0.15%	93
2022 Q2	$612K	Buy	4,266 +3	+0.1%	+$457	0.15%	102
2022 Q1	$691K	Sell	4,263 -248	-5%	-$40K	0.17%	95
2021 Q4	$775K	Buy	4,511 +810	+22%	+$134K	0.19%	72
2021 Q3	$568K	Sell	3,701 -1,356	-27%	-$216K	0.16%	95
2021 Q2	$783K	Buy	5,057 +2,932	+138%	+$450K	0.22%	64
2021 Q1	$313K	Buy	+2,125	New	+$302K	0.09%	136

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

BSW Wealth Partners's VIG Position: Q2 2026 in Review

BSW Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 23% in Q2 2026, selling an estimated $146K and leaving 2,162 shares worth $512K. The position accounts for 0.06% of the portfolio, ranked #181.

BSW Wealth Partners first reported a position in VIG in Q1 2021 and has held it in 22 quarters since. The position peaked at $783K in Q2 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

BSW Wealth Partners held 2,162 shares of Vanguard Dividend Appreciation ETF worth $512K as of Q2 2026.
BSW Wealth Partners sold 635 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $146K.
Vanguard Dividend Appreciation ETF made up 0.06% of BSW Wealth Partners's portfolio in Q2 2026, its #181 holding.
BSW Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 22 quarters since.
BSW Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $783K in Q2 2021.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.