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

Cary Street 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	$30.9M	Sell	130,539 -1,719	-1%	-$395K	0.68%	28
2026 Q1	$28.4M	Sell	132,258 -627	-0.5%	-$140K	0.7%	30
2025 Q4	$29.2M	Buy	132,885 +10,154	+8%	+$2.22M	0.72%	28
2025 Q3	$26.5M	Buy	122,731 +1,027	+0.8%	+$216K	0.69%	29
2025 Q2	$24.9M	Buy	121,704 +99,677	+453%	+$19.3M	0.7%	27
2025 Q1	$4.27M	Sell	22,027 -76	-0.3%	-$15.1K	0.14%	166
2024 Q4	$4.33M	Buy	+22,103	New	+$4.41M	0.14%	152

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

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

Cary Street Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q2 2026, selling an estimated $395K and leaving 130,539 shares worth $30.9M. The position accounts for 0.68% of the portfolio, ranked #28.

Cary Street Partners first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Cary Street Partners held 130,539 shares of Vanguard Dividend Appreciation ETF worth $30.9M as of Q2 2026.
Cary Street Partners sold 1,719 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $395K.
Vanguard Dividend Appreciation ETF made up 0.68% of Cary Street Partners's portfolio in Q2 2026, its #28 holding.
Cary Street Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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