Colonial Trust Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Colonial Trust 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 Q3	$84.7K	Sell	363 -11	-3%	-$2.64K	0.01%	302
2026 Q2	$88.5K	Buy	374 +11	+3%	+$2.53K	0.01%	293
2026 Q1	$78.1K	Hold	363	–	–	0.01%	295
2025 Q4	$79.8K	Sell	363 -359	-50%	-$78.4K	0.01%	293
2025 Q3	$156K	Buy	722 +71	+11%	+$14.9K	0.01%	224
2025 Q2	$133K	Buy	651 +288	+79%	+$55.8K	0.01%	234
2025 Q1	$70.4K	Sell	363 -63	-15%	-$12.5K	0.01%	298
2024 Q4	$83.4K	Hold	426	–	–	0.01%	255
2024 Q3	$84.4K	Hold	426	–	–	0.01%	281
2024 Q2	$77.8K	Hold	426	–	–	0.01%	274
2024 Q1	$77.8K	Buy	426 +52	+14%	+$9.14K	0.01%	272
2023 Q4	$63.7K	Buy	374 +74	+25%	+$11.9K	0.01%	288
2023 Q3	$46.6K	Hold	300	–	–	0.01%	333
2023 Q2	$48.7K	Hold	300	–	–	0.01%	337
2023 Q1	$46.2K	Sell	300 -115	-28%	-$17.6K	0.01%	340
2022 Q4	$63K	Buy	+415	New	+$61.9K	0.01%	304

Other funds holding VIG

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Colonial Trust Advisors's VIG Position: Q3 2026 in Review

Colonial Trust Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.9% in Q3 2026, selling an estimated $2.64K and leaving 363 shares worth $84.7K. The position accounts for 0.01% of the portfolio, ranked #302.

Colonial Trust Advisors first reported a position in VIG in Q4 2022 and has held it in 16 quarters since. The position peaked at $156K in Q3 2025. 2,141 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Colonial Trust Advisors held 363 shares of Vanguard Dividend Appreciation ETF worth $84.7K as of Q3 2026.
Colonial Trust Advisors sold 11 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $2.64K.
Vanguard Dividend Appreciation ETF made up 0.01% of Colonial Trust Advisors's portfolio in Q3 2026, its #302 holding.
Colonial Trust Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 16 quarters since.
Colonial Trust Advisors's Vanguard Dividend Appreciation ETF position peaked at $156K in Q3 2025.
2,141 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Colonial Trust Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.