Concord Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Concord Wealth 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	$255K	Buy	1,076 +2	+0.2%	+$459	0.03%	200
2026 Q1	$231K	Sell	1,074 -243	-18%	-$54.2K	0.03%	189
2025 Q4	$289K	Buy	1,317 +6	+0.5%	+$1.31K	0.04%	167
2025 Q3	$283K	Buy	1,311 +4	+0.3%	+$840	0.04%	167
2025 Q2	$268K	Sell	1,307 -1	-0.1%	-$194	0.04%	178
2025 Q1	$254K	Buy	1,308 +3	+0.2%	+$597	0.04%	176
2024 Q4	$256K	Buy	1,305 +6	+0.5%	+$1.2K	0.04%	182
2024 Q3	$257K	Buy	1,299 +4	+0.3%	+$762	0.04%	187
2024 Q2	$236K	Hold	1,295	–	–	0.04%	181
2024 Q1	$237K	Sell	1,295 -105	-8%	-$18.4K	0.04%	196
2023 Q4	$239K	Buy	1,400 +7	+0.5%	+$1.13K	0.05%	178
2023 Q3	$216K	Buy	1,393 +651	+88%	+$106K	0.05%	192
2023 Q2	$121K	Sell	742 -317	-30%	-$49.6K	0.03%	250
2023 Q1	$163K	Buy	1,059 +4	+0.4%	+$613	0.05%	189
2022 Q4	$160K	Buy	+1,055	New	+$157K	0.05%	184
2022 Q3	–	Sell	-1,047	Closed	-$150K	–	1109
2022 Q2	$150K	Buy	1,047 +3	+0.3%	+$457	0.04%	201
2022 Q1	$169K	Buy	1,044 +3	+0.3%	+$484	0.04%	206
2021 Q4	$179K	Buy	+1,041	New	+$172K	0.04%	207

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Concord Wealth Partners's VIG Position: Q2 2026 in Review

Concord Wealth Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.19% in Q2 2026, buying an estimated $459 and bringing the position to 1,076 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #200.

Concord Wealth Partners first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $289K in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Concord Wealth Partners held 1,076 shares of Vanguard Dividend Appreciation ETF worth $255K as of Q2 2026.
Concord Wealth Partners bought 2 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $459.
Vanguard Dividend Appreciation ETF made up 0.03% of Concord Wealth Partners's portfolio in Q2 2026, its #200 holding.
Concord Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
Concord Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $289K in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.