Columbia Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Columbia Asset Management’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	$4.54M	Sell	19,204 -935	-5%	-$215K	0.79%	36
2026 Q1	$4.33M	Buy	20,139 +617	+3%	+$138K	0.82%	37
2025 Q4	$4.29M	Buy	19,522 +360	+2%	+$78.7K	0.76%	37
2025 Q3	$4.14M	Sell	19,162 -313	-2%	-$65.7K	0.77%	36
2025 Q2	$3.99M	Sell	19,475 -1,556	-7%	-$302K	0.78%	38
2025 Q1	$4.08M	Buy	21,031 +59	+0.3%	+$11.7K	0.8%	35
2024 Q4	$4.11M	Sell	20,972 -1,308	-6%	-$261K	0.75%	39
2024 Q3	$4.41M	Buy	22,280 +708	+3%	+$135K	0.77%	38
2024 Q2	$3.94M	Buy	21,572 +1,372	+7%	+$247K	0.73%	41
2024 Q1	$3.44M	Buy	20,200 +9	+0%	+$1.58K	0.7%	41
2023 Q4	$3.44M	Buy	20,191 +564	+3%	+$90.8K	0.7%	41
2023 Q3	$3.05M	Sell	19,627 -108	-0.5%	-$17.5K	0.67%	43
2023 Q2	$3.21M	Sell	19,735 -112	-0.6%	-$17.5K	0.68%	42
2023 Q1	$3.06M	Buy	19,847 +506	+3%	+$77.5K	0.69%	42
2022 Q4	$2.94M	Sell	19,341 -24	-0.1%	-$3.58K	0.71%	42
2022 Q3	$2.62M	Buy	19,365 +1,155	+6%	+$172K	0.69%	43
2022 Q2	$2.61M	Buy	+18,210	New	+$2.77M	0.66%	42
2021 Q4	$3.35M	Sell	19,530 -206	-1%	-$34K	0.68%	43
2021 Q3	$3.03M	Buy	19,736 +8,066	+69%	+$1.29M	0.66%	45
2021 Q2	$1.81M	Buy	11,670 +3,107	+36%	+$477K	0.4%	56
2021 Q1	$1.26M	Buy	8,563 +4,830	+129%	+$687K	0.23%	75
2020 Q4	$527K	Buy	3,733 +1,686	+82%	+$228K	0.11%	122
2020 Q3	$263K	Buy	+2,047	New	+$258K	0.06%	146
2019 Q2	–	Sell	-1,295	Closed	-$142K	–	212
2019 Q1	$142K	Buy	1,295 +4	+0.3%	+$422	0.04%	188
2018 Q4	$126K	Buy	1,291 +10	+0.8%	+$1.04K	0.04%	188
2018 Q3	$142K	Buy	+1,281	New	+$138K	0.04%	199

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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 $44.6B AUM 28.94% 1-Year Est. Return

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

Columbia Asset Management's VIG Position: Q2 2026 in Review

Columbia Asset Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.6% in Q2 2026, selling an estimated $215K and leaving 19,204 shares worth $4.54M. The position accounts for 0.79% of the portfolio, ranked #36.

Columbia Asset Management first reported a position in VIG in Q3 2018 and has held it in 26 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Columbia Asset Management held 19,204 shares of Vanguard Dividend Appreciation ETF worth $4.54M as of Q2 2026.
Columbia Asset Management sold 935 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $215K.
Vanguard Dividend Appreciation ETF made up 0.79% of Columbia Asset Management's portfolio in Q2 2026, its #36 holding.
Columbia Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and has held it in 26 quarters since.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Columbia Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.