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Cottage Street Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cottage Street Advisors’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 		$306K Sell
1,291
-220
-15% -$50.5K 0.12% 114
2026
Q1 		$325K Buy
1,511
+1
+0.1% +$223 0.14% 101
2025
Q4 		$332K Buy
1,510
+164
+12% +$35.8K 0.14% 96
2025
Q3 		$290K Buy
1,346
+122
+10% +$25.6K 0.12% 99
2025
Q2 		$250K Hold
1,224
– – 0.13% 96
2025
Q1 		$237K Buy
1,224
+3
+0.2% +$597 0.12% 96
2024
Q4 		$239K Buy
1,221
+5
+0.4% +$998 0.12% 98
2024
Q3 		$241K Buy
1,216
+2
+0.2% +$381 0.13% 97
2024
Q2 		$222K Hold
1,214
– – 0.13% 91
2024
Q1 		$222K Sell
1,214
-45
-4% -$7.91K 0.13% 84
2023
Q4 		$214K Buy
+1,259
New +$203K 0.14% 82
2023
Q3 		– Sell
-1,252
Closed -$203K – 89
2023
Q2 		$203K Buy
+1,252
New +$196K 0.15% 82
2022
Q2 		– Sell
-1,270
Closed -$206K – 109
2022
Q1 		$206K Buy
1,270
+5
+0.4% +$807 0.12% 105
2021
Q4 		$217K Buy
+1,265
New +$209K 0.12% 99

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cottage Street Advisors's VIG Position: Q2 2026 in Review

Cottage Street Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 15% in Q2 2026, selling an estimated $50.5K and leaving 1,291 shares worth $306K. The position accounts for 0.12% of the portfolio, ranked #114.

Cottage Street Advisors first reported a position in VIG in Q4 2021 and has held it in 14 quarters since. The position peaked at $332K in Q4 2025. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Cottage Street Advisors held 1,291 shares of Vanguard Dividend Appreciation ETF worth $306K as of Q2 2026.
  • Cottage Street Advisors sold 220 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $50.5K.
  • Vanguard Dividend Appreciation ETF made up 0.12% of Cottage Street Advisors's portfolio in Q2 2026, its #114 holding.
  • Cottage Street Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 14 quarters since.
  • Cottage Street Advisors's Vanguard Dividend Appreciation ETF position peaked at $332K in Q4 2025.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cottage Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.