Crewe Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Crewe 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	$2.83M	Buy	11,954 +1,383	+13%	+$318K	0.2%	51
2026 Q1	$2.27M	Buy	10,571 +325	+3%	+$72.5K	0.19%	54
2025 Q4	$2.25M	Sell	10,246 -110	-1%	-$24K	0.2%	51
2025 Q3	$2.23M	Buy	+10,356	New	+$2.17M	0.21%	52
2024 Q3	–	Sell	-7,523	Closed	-$1.37M	–	989
2024 Q2	$1.37M	Buy	7,523 +637	+9%	+$115K	0.15%	60
2024 Q1	$1.26M	Buy	6,886 +2,530	+58%	+$444K	0.15%	60
2023 Q4	$742K	Buy	4,356 +1,099	+34%	+$177K	0.12%	42
2023 Q3	$506K	Sell	3,257 -170	-5%	-$27.6K	0.09%	46
2023 Q2	$557K	Sell	3,427 -370	-10%	-$57.9K	0.08%	74
2023 Q1	$585K	Buy	3,797 +968	+34%	+$148K	0.09%	76
2022 Q4	$430K	Sell	2,829 -748	-21%	-$111K	0.07%	89
2022 Q3	$483K	Hold	3,577	–	–	0.09%	76
2022 Q2	$513K	Buy	3,577 +923	+35%	+$140K	0.11%	58
2022 Q1	$431K	Buy	+2,654	New	+$428K	0.08%	61

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

Crewe Advisors's VIG Position: Q2 2026 in Review

Crewe Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 13% in Q2 2026, buying an estimated $318K and bringing the position to 11,954 shares worth $2.83M. The position accounts for 0.2% of the portfolio, ranked #51.

Crewe Advisors first reported a position in VIG in Q1 2022 and has held it in 14 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Crewe Advisors held 11,954 shares of Vanguard Dividend Appreciation ETF worth $2.83M as of Q2 2026.
Crewe Advisors bought 1,383 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $318K.
Vanguard Dividend Appreciation ETF made up 0.2% of Crewe Advisors's portfolio in Q2 2026, its #51 holding.
Crewe Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 14 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.