D.J. St. Germain’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

D.J. St. Germain’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	$4.85M	Buy	20,512 +160	+0.8%	+$36.7K	0.17%	98
2026 Q1	$4.38M	Buy	20,352 +119	+0.6%	+$26.5K	0.17%	94
2025 Q4	$4.45M	Buy	20,233 +296	+1%	+$64.7K	0.17%	97
2025 Q3	$4.3M	Buy	19,937 +812	+4%	+$171K	0.17%	101
2025 Q2	$3.91M	Buy	19,125 +266	+1%	+$51.6K	0.17%	102
2025 Q1	$3.66M	Sell	18,859 -654	-3%	-$130K	0.17%	101
2024 Q4	$3.82M	Sell	19,513 -173	-0.9%	-$34.5K	0.17%	104
2024 Q3	$3.9M	Buy	19,686 +265	+1%	+$50.5K	0.18%	104
2024 Q2	$3.55M	Sell	19,421 -599	-3%	-$108K	0.17%	108
2024 Q1	$3.66M	Sell	20,020 -56	-0.3%	-$9.84K	0.18%	103
2023 Q4	$3.42M	Sell	20,076 -417	-2%	-$67.1K	0.18%	98
2023 Q3	$3.18M	Sell	20,493 -2,947	-13%	-$478K	0.18%	101
2023 Q2	$3.81M	Buy	+23,440	New	+$3.67M	0.2%	95
2022 Q4	$3.44M	Buy	46,177 +22,593	+96%	+$3.37M	1.15%	25
2022 Q3	$3.38M	Hold	23,584	–	–	0.22%	84
2022 Q2	$3.38M	Hold	23,584	–	–	0.22%	84
2022 Q1	$3.82M	Buy	23,584 +737	+3%	+$119K	0.22%	81
2021 Q4	$3.92M	Buy	22,847 +2,532	+12%	+$417K	0.22%	82
2021 Q3	$3.12M	Sell	20,315 -2,397	-11%	-$382K	0.19%	83
2021 Q2	$3.52M	Hold	22,712	–	–	0.22%	77
2021 Q1	$3.34M	Sell	22,712 -134	-0.6%	-$19.1K	0.23%	72
2020 Q4	$3.23M	Buy	+22,846	New	+$3.1M	0.23%	75

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

D.J. St. Germain's VIG Position: Q2 2026 in Review

D.J. St. Germain increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.79% in Q2 2026, buying an estimated $36.7K and bringing the position to 20,512 shares worth $4.85M. The position accounts for 0.17% of the portfolio, ranked #98.

D.J. St. Germain first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

D.J. St. Germain held 20,512 shares of Vanguard Dividend Appreciation ETF worth $4.85M as of Q2 2026.
D.J. St. Germain bought 160 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $36.7K.
Vanguard Dividend Appreciation ETF made up 0.17% of D.J. St. Germain's portfolio in Q2 2026, its #98 holding.
D.J. St. Germain first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.