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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
2024
Q2 		– Sell
-2,980
Closed -$544K – 257
2024
Q1 		$544K Buy
+2,980
New +$524K 0.08% 80

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Curated Wealth Partners held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,410 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #155.

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. 2,595 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Curated Wealth Partners held 1,410 shares of Vanguard Dividend Appreciation ETF worth $334K as of Q2 2026.
  • Curated Wealth Partners left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #155 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.
  • 2,595 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.