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

Cyndeo 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 		$584K Sell
2,469
-126
-5% -$28.9K 0.03% 327
2026
Q1 		$558K Hold
2,595
– – 0.03% 309
2025
Q4 		$570K Buy
2,595
+1
+0% +$218 0.03% 304
2025
Q3 		$560K Sell
2,594
-50
-2% -$10.5K 0.03% 295
2025
Q2 		$541K Hold
2,644
– – 0.03% 295
2025
Q1 		$513K Sell
2,644
-403
-13% -$80.1K 0.03% 294
2024
Q4 		$597K Sell
3,047
-47
-2% -$9.38K 0.04% 271
2024
Q3 		$613K Buy
3,094
+1,712
+124% +$326K 0.04% 269
2024
Q2 		$252K Sell
1,382
-52
-4% -$9.36K 0.02% 353
2024
Q1 		$262K Sell
1,434
-20
-1% -$3.51K 0.02% 338
2023
Q4 		$248K Sell
1,454
-27
-2% -$4.34K 0.02% 328
2023
Q3 		$230K Buy
1,481
+75
+5% +$12.2K 0.02% 305
2023
Q2 		$228K Sell
1,406
-40
-3% -$6.26K 0.02% 298
2023
Q1 		$223K Sell
1,446
-240
-14% -$36.8K 0.02% 293
2022
Q4 		$256K Buy
+1,686
New +$251K 0.03% 272

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

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

Cyndeo Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.9% in Q2 2026, selling an estimated $28.9K and leaving 2,469 shares worth $584K. The position accounts for 0.03% of the portfolio, ranked #327.

Cyndeo Wealth Partners first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $613K in Q3 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Cyndeo Wealth Partners held 2,469 shares of Vanguard Dividend Appreciation ETF worth $584K as of Q2 2026.
  • Cyndeo Wealth Partners sold 126 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $28.9K.
  • Vanguard Dividend Appreciation ETF made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #327 holding.
  • Cyndeo Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $613K in Q3 2024.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.