Creekside Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Creekside 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	$7.36M	Buy	31,119 +68	+0.2%	+$15.6K	2.67%	8
2026 Q1	$6.68M	Sell	31,051 -1,186	-4%	-$264K	2.75%	8
2025 Q4	$7.09M	Sell	32,237 -136	-0.4%	-$29.7K	2.99%	8
2025 Q3	$6.99M	Sell	32,373 -482	-1%	-$101K	3.08%	7
2025 Q2	$6.72M	Sell	32,855 -319	-1%	-$61.8K	3.19%	6
2025 Q1	$6.44M	Buy	33,174 +61	+0.2%	+$12.1K	3.37%	5
2024 Q4	$6.48M	Sell	33,113 -367	-1%	-$73.3K	3.36%	5
2024 Q3	$6.63M	Sell	33,480 -40	-0.1%	-$7.62K	3.43%	5
2024 Q2	$6.12M	Buy	+33,520	New	+$6.03M	3.39%	5

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

Creekside Partners's VIG Position: Q2 2026 in Review

Creekside Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.22% in Q2 2026, buying an estimated $15.6K and bringing the position to 31,119 shares worth $7.36M. The position accounts for 2.67% of the portfolio, ranked #8.

Creekside Partners first reported a position in VIG in Q2 2024 and has held it in 9 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Creekside Partners held 31,119 shares of Vanguard Dividend Appreciation ETF worth $7.36M as of Q2 2026.
Creekside Partners bought 68 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $15.6K.
Vanguard Dividend Appreciation ETF made up 2.67% of Creekside Partners's portfolio in Q2 2026, its #8 holding.
Creekside Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 9 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.