CRI
VIG icon

Colonial River Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Colonial River Investments’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 		$239K Sell
1,012
-104
-9% -$23.9K 0.07% 226
2026
Q1 		$240K Buy
1,116
+15
+1% +$3.34K 0.09% 204
2025
Q4 		$242K Sell
1,101
-26
-2% -$5.68K 0.09% 208
2025
Q3 		$243K Sell
1,127
-20
-2% -$4.2K 0.09% 203
2025
Q2 		$238K Sell
1,147
-25
-2% -$4.84K 0.1% 194
2025
Q1 		$227K Sell
1,172
-79
-6% -$15.7K 0.13% 178
2024
Q4 		$245K Sell
1,251
-60
-5% -$12K 0.12% 176
2024
Q3 		$260K Sell
1,311
-14
-1% -$2.67K 0.13% 171
2024
Q2 		$242K Hold
1,325
– – 0.13% 139
2024
Q1 		$242K Buy
1,325
+35
+3% +$6.15K 0.14% 146
2023
Q4 		$220K Sell
1,290
-195
-13% -$31.4K 0.13% 178
2023
Q3 		$231K Buy
1,485
+17
+1% +$2.76K 0.15% 133
2023
Q2 		$238K Hold
1,468
– – 0.16% 150
2023
Q1 		$226K Hold
1,468
– – 0.13% 178
2022
Q4 		$223K Sell
1,468
-56
-4% -$8.35K 0.14% 169
2022
Q3 		$206K Buy
1,524
+27
+2% +$4.02K 0.14% 162
2022
Q2 		$215K Buy
+1,497
New +$228K 0.14% 171
2022
Q1 		– Sell
-1,337
Closed -$230K – 235
2021
Q4 		$230K Buy
+1,337
New +$220K 0.12% 196

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Colonial River Investments's VIG Position: Q2 2026 in Review

Colonial River Investments reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 9.3% in Q2 2026, selling an estimated $23.9K and leaving 1,012 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #226.

Colonial River Investments first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $260K in Q3 2024. 1,811 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Colonial River Investments held 1,012 shares of Vanguard Dividend Appreciation ETF worth $239K as of Q2 2026.
  • Colonial River Investments sold 104 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $23.9K.
  • Vanguard Dividend Appreciation ETF made up 0.07% of Colonial River Investments's portfolio in Q2 2026, its #226 holding.
  • Colonial River Investments first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
  • Colonial River Investments's Vanguard Dividend Appreciation ETF position peaked at $260K in Q3 2024.
  • 1,811 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.