Buttonwood Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Buttonwood Financial Advisors’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	$3.65M	Sell	15,424 -705	-4%	-$162K	1.11%	25
2026 Q1	$3.47M	Sell	16,129 -446	-3%	-$99.4K	1.16%	23
2025 Q4	$3.64M	Sell	16,575 -386	-2%	-$84.3K	1.21%	22
2025 Q3	$3.66M	Sell	16,961 -545	-3%	-$114K	1.26%	20
2025 Q2	$3.58M	Sell	17,506 -98	-0.6%	-$19K	1.44%	18
2025 Q1	$3.41M	Sell	17,604 -596	-3%	-$119K	1.5%	18
2024 Q4	$3.56M	Sell	18,200 -755	-4%	-$151K	1.57%	18
2024 Q3	$3.75M	Sell	18,955 -633	-3%	-$121K	1.64%	17
2024 Q2	$3.58M	Sell	19,588 -185	-0.9%	-$33.3K	1.69%	17
2024 Q1	$3.61M	Sell	19,773 -210	-1%	-$36.9K	1.7%	17
2023 Q4	$3.41M	Sell	19,983 -49	-0.2%	-$7.88K	1.86%	14
2023 Q3	$3.11M	Buy	20,032 +6,203	+45%	+$1.01M	1.97%	12
2023 Q2	$2.25M	Buy	+13,829	New	+$2.17M	1.41%	19

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

Buttonwood Financial Advisors's VIG Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.4% in Q2 2026, selling an estimated $162K and leaving 15,424 shares worth $3.65M. The position accounts for 1.11% of the portfolio, ranked #25.

Buttonwood Financial Advisors first reported a position in VIG in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.75M in Q3 2024. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Buttonwood Financial Advisors held 15,424 shares of Vanguard Dividend Appreciation ETF worth $3.65M as of Q2 2026.
Buttonwood Financial Advisors sold 705 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $162K.
Vanguard Dividend Appreciation ETF made up 1.11% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #25 holding.
Buttonwood Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and has held it in 13 quarters since.
Buttonwood Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $3.75M in Q3 2024.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.