Dakota Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Dakota Wealth Management’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	$15.7M	Sell	66,266 -562	-0.8%	-$129K	0.3%	77
2026 Q1	$14.4M	Buy	66,828 +116	+0.2%	+$25.9K	0.31%	77
2025 Q4	$14.7M	Buy	66,712 +186	+0.3%	+$40.6K	0.26%	74
2025 Q3	$14.4M	Sell	66,526 -4,437	-6%	-$932K	0.29%	70
2025 Q2	$14.5M	Buy	70,963 +1,205	+2%	+$234K	0.31%	63
2025 Q1	$13.5M	Sell	69,758 -596	-0.8%	-$119K	0.32%	64
2024 Q4	$13.8M	Buy	70,354 +4,825	+7%	+$963K	0.32%	72
2024 Q3	$13M	Sell	65,529 -504	-0.8%	-$96K	0.29%	79
2024 Q2	$12.1M	Sell	66,033 -3,760	-5%	-$677K	0.28%	79
2024 Q1	$12.7M	Buy	69,793 +926	+1%	+$163K	0.32%	73
2023 Q4	$11.7M	Sell	68,867 -3,329	-5%	-$536K	0.46%	56
2023 Q3	$11.2M	Buy	72,196 +67,520	+1,444%	+$10.9M	0.5%	52
2023 Q2	$760K	Sell	4,676 -237	-5%	-$37.1K	0.04%	300
2023 Q1	$757K	Sell	4,913 -277	-5%	-$42.4K	0.05%	279
2022 Q4	$788K	Sell	5,190 -40	-0.8%	-$5.96K	0.06%	259
2022 Q3	$707K	Buy	5,230 +800	+18%	+$119K	0.06%	274
2022 Q2	$636K	Buy	+4,430	New	+$674K	0.06%	246
2020 Q1	–	Sell	-2,305	Closed	-$287K	–	323
2019 Q4	$287K	Buy	2,305 +38	+2%	+$4.6K	0.05%	249
2019 Q3	$271K	Buy	+2,267	New	+$267K	0.05%	250

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

Dakota Wealth Management's VIG Position: Q2 2026 in Review

Dakota Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.84% in Q2 2026, selling an estimated $129K and leaving 66,266 shares worth $15.7M. The position accounts for 0.3% of the portfolio, ranked #77.

Dakota Wealth Management first reported a position in VIG in Q3 2019 and has held it in 19 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Dakota Wealth Management held 66,266 shares of Vanguard Dividend Appreciation ETF worth $15.7M as of Q2 2026.
Dakota Wealth Management sold 562 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $129K.
Vanguard Dividend Appreciation ETF made up 0.3% of Dakota Wealth Management's portfolio in Q2 2026, its #77 holding.
Dakota Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2019 and has held it in 19 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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