Cary Street Partners Investment Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cary Street Partners Investment Advisory’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	$129K	Buy	547 +147	+37%	+$33.8K	0.03%	458
2026 Q1	$86K	Sell	400 -29	-7%	-$6.46K	0.02%	478
2025 Q4	$94.3K	Buy	429 +21	+5%	+$4.59K	0.03%	436
2025 Q3	$88K	Buy	408 +54	+15%	+$11.3K	0.04%	381
2025 Q2	$72.5K	Buy	354 +64	+22%	+$12.4K	0.04%	365
2025 Q1	$56.3K	Sell	290 -1	-0.3%	-$199	0.03%	353
2024 Q4	$57K	Sell	291 -22,604	-99%	-$4.51M	0.04%	307
2024 Q3	$4.53M	Sell	22,895 -784	-3%	-$149K	0.17%	145
2024 Q2	$4.32M	Sell	23,679 -1,946	-8%	-$350K	0.17%	136
2024 Q1	$4.68M	Sell	25,625 -3,202	-11%	-$563K	0.2%	134
2023 Q4	$4.91M	Sell	28,827 -21,388	-43%	-$3.44M	0.23%	121
2023 Q3	$7.8M	Buy	50,215 +612	+1%	+$99.2K	0.42%	62
2023 Q2	$8.06M	Buy	49,603 +456	+0.9%	+$71.4K	0.52%	47
2023 Q1	$7.57M	Buy	49,147 +196	+0.4%	+$30K	0.54%	51
2022 Q4	$7.43M	Buy	48,951 +591	+1%	+$88.1K	0.55%	49
2022 Q3	$6.54M	Buy	48,360 +152	+0.3%	+$22.6K	0.54%	52
2022 Q2	$6.92M	Buy	48,208 +31,106	+182%	+$4.73M	0.59%	49
2022 Q1	$2.77M	Buy	17,102 +9,174	+116%	+$1.48M	0.76%	35
2021 Q4	$1.36M	Buy	7,928 +1,566	+25%	+$258K	0.38%	79
2021 Q3	$977K	Buy	6,362 +2,335	+58%	+$372K	0.32%	84
2021 Q2	$623K	Buy	4,027 +430	+12%	+$66K	0.2%	114
2021 Q1	$529K	Sell	3,597 -623	-15%	-$88.6K	0.22%	109
2020 Q4	$596K	Buy	4,220 +1,724	+69%	+$234K	0.11%	165
2020 Q3	$321K	Buy	+2,496	New	+$314K	0.07%	217
2020 Q1	–	Sell	-1,641	Closed	-$205K	–	129
2019 Q4	$205K	Buy	+1,641	New	+$199K	0.22%	114

Other funds holding VIG

Morgan Stanley New York $1.89T AUM 35.08% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cary Street Partners Investment Advisory's VIG Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Vanguard Dividend Appreciation ETF (VIG) stake by 37% in Q2 2026, buying an estimated $33.8K and bringing the position to 547 shares worth $129K. The position accounts for 0.03% of the portfolio, ranked #458.

Cary Street Partners Investment Advisory first reported a position in VIG in Q4 2019 and has held it in 25 quarters since. The position peaked at $8.06M in Q2 2023. 2,301 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Cary Street Partners Investment Advisory held 547 shares of Vanguard Dividend Appreciation ETF worth $129K as of Q2 2026.
Cary Street Partners Investment Advisory bought 147 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $33.8K.
Vanguard Dividend Appreciation ETF made up 0.03% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #458 holding.
Cary Street Partners Investment Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 25 quarters since.
Cary Street Partners Investment Advisory's Vanguard Dividend Appreciation ETF position peaked at $8.06M in Q2 2023.
2,301 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.