Curio Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Curio Wealth’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	–	Sell	-132	Closed	-$28.5K	–	1107
2026 Q1	$28.5K	Hold	132	–	–	0.01%	162
2025 Q4	$29.4K	Hold	132	–	–	0.01%	171
2025 Q3	$28.6K	Hold	132	–	–	0.01%	141
2025 Q2	$27.1K	Buy	132 +129	+4,300%	+$25K	0.01%	153
2025 Q1	$25.9K	Sell	3 -129	-98%	-$25.7K	0.01%	163
2024 Q4	$25.9K	Buy	+132	New	+$26.4K	0.01%	158

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

Curio Wealth's VIG Position: Q2 2026 in Review

Curio Wealth sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 132 shares — an estimated $28.5K sold.

Curio Wealth first reported a position in VIG in Q4 2024 and held it in 6 quarters. The position peaked at $29.4K in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Curio Wealth reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 132 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $28.5K.
Curio Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and held it in 6 quarters.
Curio Wealth's Vanguard Dividend Appreciation ETF position peaked at $29.4K in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.