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Colter Lewis Investment Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Colter Lewis Investment 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 		$2.64M Sell
11,150
-15
-0.1% -$3.44K 1.17% 17
2026
Q1 		$2.4M Buy
11,165
+1,151
+11% +$257K 2.26% 8
2025
Q4 		$2.2M Buy
+10,014
New +$2.19M 2.55% 9

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Colter Lewis Investment Partners's VIG Position: Q2 2026 in Review

Colter Lewis Investment Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.13% in Q2 2026, selling an estimated $3.44K and leaving 11,150 shares worth $2.64M. The position accounts for 1.17% of the portfolio, ranked #17.

Colter Lewis Investment Partners first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 2,586 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Colter Lewis Investment Partners held 11,150 shares of Vanguard Dividend Appreciation ETF worth $2.64M as of Q2 2026.
  • Colter Lewis Investment Partners sold 15 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $3.44K.
  • Vanguard Dividend Appreciation ETF made up 1.17% of Colter Lewis Investment Partners's portfolio in Q2 2026, its #17 holding.
  • Colter Lewis Investment Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,586 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.