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

Cresset 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	$185M	Buy	780,274 +14,490	+2%	+$3.33M	0.67%	22
2026 Q1	$165M	Sell	765,784 -13,263	-2%	-$2.96M	0.71%	23
2025 Q4	$171M	Buy	779,047 +85,737	+12%	+$18.7M	0.72%	22
2025 Q3	$150M	Buy	693,310 +53,561	+8%	+$11.2M	0.65%	24
2025 Q2	$131M	Sell	639,749 -33,603	-5%	-$6.51M	0.65%	23
2025 Q1	$131M	Buy	673,352 +41,869	+7%	+$8.33M	0.65%	24
2024 Q4	$124M	Buy	631,483 +8,227	+1%	+$1.64M	0.59%	27
2024 Q3	$124M	Buy	623,256 +50,690	+9%	+$9.65M	0.48%	29
2024 Q2	$105M	Buy	572,566 +72,310	+14%	+$13M	0.44%	33
2024 Q1	$91.4M	Buy	500,256 +4,225	+0.9%	+$742K	0.44%	33
2023 Q4	$84.5M	Buy	496,031 +47,205	+11%	+$7.6M	0.51%	30
2023 Q3	$70.1M	Buy	448,826 +5,135	+1%	+$832K	0.27%	47
2023 Q2	$72.4M	Buy	443,691 +142,050	+47%	+$22.2M	0.09%	70
2023 Q1	$46.5M	Sell	301,641 -60,811	-17%	-$9.32M	0.93%	24
2022 Q4	$51.9M	Buy	362,452 +44,383	+14%	+$6.61M	0.66%	28
2022 Q3	$43M	Sell	318,069 -6,414	-2%	-$954K	0.54%	24
2022 Q2	$43.2M	Buy	324,483 +29,438	+10%	+$4.48M	0.53%	24
2022 Q1	$47.8M	Buy	295,045 +1,757	+0.6%	+$283K	0.5%	25
2021 Q4	$50.4M	Buy	293,288 +114,975	+64%	+$19M	0.49%	27
2021 Q3	$27.4M	Sell	178,313 -4,610	-3%	-$735K	0.37%	30
2021 Q2	$28.3M	Sell	182,923 -22,222	-11%	-$3.41M	0.4%	26
2021 Q1	$30.2M	Buy	205,145 +3,206	+2%	+$456K	0.48%	25
2020 Q4	$28.5M	Buy	201,939 +7,089	+4%	+$961K	0.46%	24
2020 Q3	$25.2M	Sell	194,850 -8,416	-4%	-$1.06M	0.47%	24
2020 Q2	$23.9M	Buy	203,266 +65,356	+47%	+$7.44M	0.53%	24
2020 Q1	$14.3M	Buy	137,910 +14,676	+12%	+$1.75M	0.43%	28
2019 Q4	$15.4M	Sell	123,234 -4,591	-4%	-$555K	0.42%	25
2019 Q3	$15.3M	Sell	127,825 -4,422	-3%	-$522K	0.47%	28
2019 Q2	$15.2M	Buy	132,247 +48,365	+58%	+$5.42M	0.47%	26
2019 Q1	$9.24M	Buy	83,882 +332	+0.4%	+$35K	0.36%	24
2018 Q4	$8.18M	Buy	+83,550	New	+$8.71M	0.49%	22

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

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

Cresset Asset Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.9% in Q2 2026, buying an estimated $3.33M and bringing the position to 780,274 shares worth $185M. The position accounts for 0.67% of the portfolio, ranked #22.

Cresset Asset Management first reported a position in VIG in Q4 2018 and has held it in 31 quarters since. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Cresset Asset Management held 780,274 shares of Vanguard Dividend Appreciation ETF worth $185M as of Q2 2026.
Cresset Asset Management bought 14,490 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $3.33M.
Vanguard Dividend Appreciation ETF made up 0.67% of Cresset Asset Management's portfolio in Q2 2026, its #22 holding.
Cresset Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 31 quarters since.
2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.