DWP
VIG icon

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

Destiny 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 		$7.75M Sell
32,419
-27,782
-46% -$6.38M 1.09% 31
2026
Q1 		$12.9M Sell
60,201
-151
-0.3% -$33.7K 1.42% 22
2025
Q4 		$13.6M Buy
60,352
+1,393
+2% +$304K 1.56% 21
2025
Q3 		$12.7M Buy
58,959
+837
+1% +$176K 1.56% 21
2025
Q2 		$11.9M Sell
58,122
-56
-0.1% -$10.9K 1.6% 19
2025
Q1 		$11.3M Sell
58,178
-64
-0.1% -$12.7K 1.79% 14
2024
Q4 		$11.4M Buy
58,242
+4
+0% +$799 1.86% 16
2024
Q3 		$11.5M Sell
58,238
-962
-2% -$183K 2.02% 13
2024
Q2 		$10.8M Sell
59,200
-126
-0.2% -$22.7K 1.94% 11
2024
Q1 		$10.8M Buy
59,326
+1,034
+2% +$182K 1.94% 17
2023
Q4 		$9.82M Buy
58,292
+177
+0.3% +$28.5K 1.85% 18
2023
Q3 		$9.03M Buy
58,115
+1,028
+2% +$167K 1.82% 19
2023
Q2 		$9.47M Sell
57,087
-1,726
-3% -$270K 1.81% 14
2023
Q1 		$9.06M Sell
58,813
-65
-0.1% -$9.96K 1.87% 14
2022
Q4 		$8.94M Buy
58,878
+161
+0.3% +$24K 1.94% 14
2022
Q3 		$7.94M Sell
58,717
-32
-0.1% -$4.76K 1.78% 18
2022
Q2 		$8.43M Sell
58,749
-1,250
-2% -$190K 1.86% 16
2022
Q1 		$9.73M Sell
59,999
-611
-1% -$98.6K 1.89% 16
2021
Q4 		$10.4M Sell
60,610
-27
-0% -$4.45K 2.01% 11
2021
Q3 		$9.31M Sell
60,637
-934
-2% -$149K 1.87% 13
2021
Q2 		$9.53M Buy
61,571
+4,054
+7% +$622K 1.82% 12
2021
Q1 		$8.46M Sell
57,517
-2,026
-3% -$288K 1.77% 16
2020
Q4 		$8.41M Buy
+59,543
New +$8.07M 1.75% 14

Other funds holding VIG

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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Destiny Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 46% in Q2 2026, selling an estimated $6.38M and leaving 32,419 shares worth $7.75M. The position accounts for 1.09% of the portfolio, ranked #31.

Destiny Wealth Partners first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.6M in Q4 2025. 2,110 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Destiny Wealth Partners held 32,419 shares of Vanguard Dividend Appreciation ETF worth $7.75M as of Q2 2026.
  • Destiny Wealth Partners sold 27,782 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $6.38M.
  • Vanguard Dividend Appreciation ETF made up 1.09% of Destiny Wealth Partners's portfolio in Q2 2026, its #31 holding.
  • Destiny Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
  • Destiny Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $13.6M in Q4 2025.
  • 2,110 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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