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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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. 1,115 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.
1,115 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.