Columbia Advisory Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Columbia Advisory 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	$570K	Sell	2,410 -291	-11%	-$66.8K	0.31%	51
2026 Q1	$581K	Hold	2,701	–	–	0.37%	46
2025 Q4	$594K	Sell	2,701 -66	-2%	-$14.4K	0.4%	39
2025 Q3	$597K	Sell	2,767 -46	-2%	-$9.66K	0.41%	38
2025 Q2	$576K	Sell	2,813 -291	-9%	-$56.4K	0.44%	35
2025 Q1	$602K	Buy	+3,104	New	+$617K	0.52%	33
2024 Q3	–	Sell	-2,189	Closed	-$400K	–	62
2024 Q2	$400K	Sell	2,189 -242	-10%	-$43.6K	0.39%	32
2024 Q1	$444K	Buy	2,431 +1,045	+75%	+$184K	0.45%	30
2023 Q4	$236K	Buy	+1,386	New	+$223K	0.24%	55
2023 Q3	–	Sell	-1,241	Closed	-$202K	–	70
2023 Q2	$202K	Buy	+1,241	New	+$194K	0.22%	55
2023 Q1	–	Sell	-1,465	Closed	-$222K	–	75
2022 Q4	$222K	Sell	1,465 -989	-40%	-$147K	0.21%	58
2022 Q3	$332K	Buy	+2,454	New	+$365K	0.4%	29
2022 Q1	–	Sell	-1,552	Closed	-$267K	–	69
2021 Q4	$267K	Buy	+1,552	New	+$256K	0.27%	33

Other funds holding VIG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Columbia Advisory Partners's VIG Position: Q2 2026 in Review

Columbia Advisory Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 11% in Q2 2026, selling an estimated $66.8K and leaving 2,410 shares worth $570K. The position accounts for 0.31% of the portfolio, ranked #51.

Columbia Advisory Partners first reported a position in VIG in Q4 2021 and has held it in 13 quarters since. The position peaked at $602K in Q1 2025. 1,188 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Columbia Advisory Partners held 2,410 shares of Vanguard Dividend Appreciation ETF worth $570K as of Q2 2026.
Columbia Advisory Partners sold 291 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $66.8K.
Vanguard Dividend Appreciation ETF made up 0.31% of Columbia Advisory Partners's portfolio in Q2 2026, its #51 holding.
Columbia Advisory Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 13 quarters since.
Columbia Advisory Partners's Vanguard Dividend Appreciation ETF position peaked at $602K in Q1 2025.
1,188 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.