Dmitry Balyasny’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Dmitry Balyasny’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	$790K	Buy	+3,338	New	+$766K	﹤0.01%	2334
2026 Q1	–	Sell	-1,288	Closed	-$283K	–	3582
2025 Q4	$283K	Buy	+1,288	New	+$281K	﹤0.01%	2753
2025 Q3	–	Sell	-3,194	Closed	-$654K	–	3501
2025 Q2	$654K	Buy	+3,194	New	+$619K	﹤0.01%	2195
2025 Q1	–	Sell	-1,084	Closed	-$212K	–	3320
2024 Q4	$212K	Buy	+1,084	New	+$216K	﹤0.01%	2513

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

Dmitry Balyasny's VIG Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 3,338 shares worth $790K. The stake represents ﹤0.01% of the portfolio and ranks #2334 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in VIG as recently as Q4 2025.

Dmitry Balyasny first reported a position in VIG in Q4 2024 and has held it in 4 quarters since. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Dmitry Balyasny held 3,338 shares of Vanguard Dividend Appreciation ETF worth $790K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Dmitry Balyasny position in Q2 2026.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2334 holding.
Dmitry Balyasny first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 4 quarters since.
2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.