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Curated Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Curated Wealth 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 		$225K Buy
126,044
+124,634
+8,839% +$28.6M 0.03% 485
2026
Q1 		$303K Sell
1,410
-464
-25% -$103K 0.04% 154
2025
Q4 		$412K Buy
1,874
+860
+85% +$188K 0.04% 130
2025
Q3 		$219K Hold
1,014
– – 0.03% 147
2025
Q2 		$208K Buy
+1,014
New +$197K 0.02% 150
2025
Q1 		– Sell
-2,650
Closed -$519K – 161
2024
Q4 		$519K Hold
2,650
– – 0.06% 84
2024
Q3 		$525K Sell
2,650
-330
-11% -$62.8K 0.07% 76
2024
Q2 		$544K Buy
+2,980
New +$536K 0.08% 73
2024
Q1 		– Sell
-6,382
Closed -$1.12M – 264
2023
Q4 		$1.09M Sell
6,382
-1,505
-19% -$242K 0.18% 39
2023
Q3 		$1.23M Sell
7,887
-3,623
-31% -$587K 0.22% 27
2023
Q2 		$1.87M Sell
11,510
-237
-2% -$37.1K 0.36% 19
2023
Q1 		$1.81M Sell
11,747
-135
-1% -$20.7K 0.41% 17
2022
Q4 		$1.8M Buy
11,882
+1,655
+16% +$247K 0.44% 18
2022
Q3 		$1.38M Buy
10,227
+815
+9% +$121K 0.41% 18
2022
Q2 		$1.35M Buy
+9,412
New +$1.43M 0.4% 20

Other funds holding VIG

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
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 $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Curated Wealth Partners's VIG Position: Q2 2026 in Review

Curated Wealth Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 8,839% in Q2 2026, buying an estimated $28.6M and bringing the position to 126,044 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #485.

Curated Wealth Partners first reported a position in VIG in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.87M in Q2 2023. 1,073 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Curated Wealth Partners held 126,044 shares of Vanguard Dividend Appreciation ETF worth $225K as of Q2 2026.
  • Curated Wealth Partners bought 124,634 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $28.6M.
  • Vanguard Dividend Appreciation ETF made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #485 holding.
  • Curated Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 15 quarters since.
  • Curated Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $1.87M in Q2 2023.
  • 1,073 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.