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

Core 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	$244K	Hold	1,033	–	–	0.1%	156
2026 Q1	$222K	Hold	1,033	–	–	0.1%	156
2025 Q4	$227K	Hold	1,033	–	–	0.1%	154
2025 Q3	$223K	Hold	1,033	–	–	0.1%	153
2025 Q2	$211K	Sell	1,033 -50	-5%	-$9.69K	0.11%	161
2025 Q1	$210K	Hold	1,083	–	–	0.12%	157
2024 Q4	$212K	Hold	1,083	–	–	0.12%	157
2024 Q3	$214K	Buy	+1,083	New	+$206K	0.13%	155

Other funds holding VIG

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

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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

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

Core Wealth Partners held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,033 shares worth $244K. The position accounts for 0.1% of the portfolio, ranked #156.

Core Wealth Partners first reported a position in VIG in Q3 2024 and has held it in 8 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Core Wealth Partners held 1,033 shares of Vanguard Dividend Appreciation ETF worth $244K as of Q2 2026.
Core Wealth Partners left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.1% of Core Wealth Partners's portfolio in Q2 2026, its #156 holding.
Core Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 8 quarters since.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.