Catherine Avery Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Catherine Avery Investment 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	$4.26K	Buy	+18	New	+$4.13K	﹤0.01%	140
2026 Q1	–	Sell	-17	Closed	-$3.74K	–	156
2025 Q4	$3.74K	Hold	17	–	–	﹤0.01%	126
2025 Q3	$3.67K	Hold	17	–	–	﹤0.01%	127
2025 Q2	$3.48K	Hold	17	–	–	﹤0.01%	128
2025 Q1	$3.3K	Hold	17	–	–	﹤0.01%	125
2024 Q4	$3.33K	Buy	+17	New	+$3.39K	﹤0.01%	125

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

Catherine Avery Investment Management's VIG Position: Q2 2026 in Review

Catherine Avery Investment Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 18 shares worth $4.26K. The stake represents ﹤0.01% of the portfolio and ranks #140 among its holdings. This is a return to the name: Catherine Avery Investment Management previously reported a position in VIG as recently as Q4 2025.

Catherine Avery Investment Management first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Catherine Avery Investment Management held 18 shares of Vanguard Dividend Appreciation ETF worth $4.26K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Catherine Avery Investment Management position in Q2 2026.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #140 holding.
Catherine Avery Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.