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Crews Bank & Trust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Crews Bank & Trust’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 		$43M Buy
181,557
+6,488
+4% +$1.49M 5.61% 2
2026
Q1 		$37.7M Buy
175,069
+2,915
+2% +$650K 5.46% 3
2025
Q4 		$37.8M Buy
172,154
+12,959
+8% +$2.83M 5.41% 2
2025
Q3 		$34.4M Buy
159,195
+15,844
+11% +$3.33M 5.03% 3
2025
Q2 		$29.3M Buy
143,351
+7,432
+5% +$1.44M 4.62% 4
2025
Q1 		$26.4M Buy
135,919
+3,305
+2% +$657K 4.5% 4
2024
Q4 		$26M Buy
+132,614
New +$26.5M 4.38% 5

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Crews Bank & Trust's VIG Position: Q2 2026 in Review

Crews Bank & Trust increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.7% in Q2 2026, buying an estimated $1.49M and bringing the position to 181,557 shares worth $43M. The position accounts for 5.61% of the portfolio, ranked #2.

Crews Bank & Trust first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 865 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Crews Bank & Trust held 181,557 shares of Vanguard Dividend Appreciation ETF worth $43M as of Q2 2026.
  • Crews Bank & Trust bought 6,488 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.49M.
  • Vanguard Dividend Appreciation ETF made up 5.61% of Crews Bank & Trust's portfolio in Q2 2026, its #2 holding.
  • Crews Bank & Trust first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
  • 865 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.