Cerro Pacific Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cerro Pacific Wealth 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	$10M	Sell	42,275 -1,047	-2%	-$240K	2.26%	11
2026 Q1	$9.32M	Sell	43,322 -4,462	-9%	-$995K	2.44%	10
2025 Q4	$10.5M	Sell	47,784 -2,879	-6%	-$629K	2.83%	7
2025 Q3	$10.9M	Sell	50,663 -5,736	-10%	-$1.2M	2.99%	6
2025 Q2	$11.5M	Buy	56,399 +3,168	+6%	+$614K	3.21%	6
2025 Q1	$10.4M	Buy	53,231 +1,298	+2%	+$258K	3.39%	5
2024 Q4	$10.3M	Sell	51,933 -2,050	-4%	-$409K	3.4%	4
2024 Q3	$9.85M	Buy	53,983 +611	+1%	+$116K	3.73%	5
2024 Q2	$9.74M	Buy	+53,372	New	+$9.61M	3.73%	5
2023 Q1	$8.41M	Buy	54,597 +3,829	+8%	+$587K	4.65%	3
2022 Q4	$7.71M	Buy	50,768 +1,794	+4%	+$267K	4.09%	3
2022 Q3	$6.62M	Sell	48,974 -1,031	-2%	-$153K	4.02%	5
2022 Q2	$7.17M	Buy	50,005 +2,167	+5%	+$330K	4.48%	4
2022 Q1	$7.76M	Buy	47,838 +3,776	+9%	+$609K	4.75%	2
2021 Q4	$7.57M	Buy	44,062 +1,942	+5%	+$320K	4.8%	4
2021 Q3	$6.47M	Sell	42,120 -542	-1%	-$86.4K	4.66%	3
2021 Q2	$6.6M	Buy	+42,662	New	+$6.55M	4.9%	4
2020 Q4	$6.71M	Buy	+47,518	New	+$6.44M	4%	4

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

Cerro Pacific Wealth Advisors's VIG Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.4% in Q2 2026, selling an estimated $240K and leaving 42,275 shares worth $10M. The position accounts for 2.26% of the portfolio, ranked #11.

Cerro Pacific Wealth Advisors first reported a position in VIG in Q4 2020 and has held it in 18 quarters since. The position peaked at $11.5M in Q2 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Cerro Pacific Wealth Advisors held 42,275 shares of Vanguard Dividend Appreciation ETF worth $10M as of Q2 2026.
Cerro Pacific Wealth Advisors sold 1,047 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $240K.
Vanguard Dividend Appreciation ETF made up 2.26% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Cerro Pacific Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 18 quarters since.
Cerro Pacific Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $11.5M in Q2 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.