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

Daymark 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	$1.67M	Buy	7,038 +811	+13%	+$186K	0.04%	274
2026 Q1	$1.34M	Sell	6,227 -255	-4%	-$56.8K	0.04%	259
2025 Q4	$1.42M	Buy	6,482 +339	+6%	+$74.1K	0.05%	236
2025 Q3	$1.33M	Buy	6,143 +324	+6%	+$68K	0.05%	247
2025 Q2	$1.19M	Buy	5,819 +33	+0.6%	+$6.4K	0.05%	240
2025 Q1	$1.12M	Sell	5,786 -178	-3%	-$35.4K	0.05%	225
2024 Q4	$1.17M	Sell	5,964 -248	-4%	-$49.5K	0.05%	218
2024 Q3	$1.23M	Sell	6,212 -272	-4%	-$51.8K	0.05%	224
2024 Q2	$1.18M	Buy	6,484 +1,073	+20%	+$193K	0.05%	216
2024 Q1	$988K	Buy	5,411 +3,454	+176%	+$607K	0.05%	197
2023 Q4	$333K	Sell	1,957 -258	-12%	-$41.5K	0.02%	302
2023 Q3	$344K	Sell	2,215 -1,019	-32%	-$165K	0.02%	287
2023 Q2	$525K	Buy	3,234 +859	+36%	+$135K	0.04%	230
2023 Q1	$366K	Buy	+2,375	New	+$364K	0.05%	215

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

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

Daymark Wealth Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 13% in Q2 2026, buying an estimated $186K and bringing the position to 7,038 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #274.

Daymark Wealth Partners first reported a position in VIG in Q1 2023 and has held it in 14 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Daymark Wealth Partners held 7,038 shares of Vanguard Dividend Appreciation ETF worth $1.67M as of Q2 2026.
Daymark Wealth Partners bought 811 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $186K.
Vanguard Dividend Appreciation ETF made up 0.04% of Daymark Wealth Partners's portfolio in Q2 2026, its #274 holding.
Daymark Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 14 quarters since.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.