Burk Holdings’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Burk Holdings’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	–	Sell	-5,050	Closed	-$1.09M	–	692
2026 Q1	$1.09M	Hold	5,050	–	–	0.47%	37
2025 Q4	$1.11M	Hold	5,050	–	–	0.53%	38
2025 Q3	$1.09M	Buy	+5,050	New	+$1.06M	0.58%	34

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

Burk Holdings's VIG Position: Q2 2026 in Review

Burk Holdings sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 5,050 shares — an estimated $1.09M sold.

Burk Holdings first reported a position in VIG in Q3 2025 and held it in 3 quarters. The position peaked at $1.11M in Q4 2025. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Burk Holdings reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
Burk Holdings sold 5,050 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.09M.
Burk Holdings first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and held it in 3 quarters.
Burk Holdings's Vanguard Dividend Appreciation ETF position peaked at $1.11M in Q4 2025.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.