Buska Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Buska Wealth 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	$31.2M	Sell	131,990 -10,162	-7%	-$2.33M	11.26%	2
2026 Q1	$30.6M	Sell	142,152 -17,001	-11%	-$3.79M	12.28%	2
2025 Q4	$35M	Sell	159,153 -43,019	-21%	-$9.4M	12.92%	2
2025 Q3	$43.6M	Sell	202,172 -35,693	-15%	-$7.5M	13.09%	2
2025 Q2	$48.7M	Buy	237,865 +6,108	+3%	+$1.18M	13.3%	2
2025 Q1	$45M	Buy	231,757 +4,908	+2%	+$976K	14.09%	2
2024 Q4	$44.4M	Buy	226,849 +12,428	+6%	+$2.48M	14.22%	2
2024 Q3	$42.5M	Buy	214,421 +16,232	+8%	+$3.09M	14.81%	2
2024 Q2	$36.2M	Buy	198,189 +12,589	+7%	+$2.27M	14.42%	2
2024 Q1	$33.9M	Buy	+185,600	New	+$32.6M	14.86%	2

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

Buska Wealth Management's VIG Position: Q2 2026 in Review

Buska Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.1% in Q2 2026, selling an estimated $2.33M and leaving 131,990 shares worth $31.2M. The position accounts for 11.26% of the portfolio, ranked #2.

Buska Wealth Management first reported a position in VIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $48.7M in Q2 2025. 2,586 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Buska Wealth Management held 131,990 shares of Vanguard Dividend Appreciation ETF worth $31.2M as of Q2 2026.
Buska Wealth Management sold 10,162 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.33M.
Vanguard Dividend Appreciation ETF made up 11.26% of Buska Wealth Management's portfolio in Q2 2026, its #2 holding.
Buska Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 10 quarters since.
Buska Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $48.7M in Q2 2025.
2,586 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Buska Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.