Douglass Winthrop Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Douglass Winthrop Advisors’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	$1.3M	Sell	5,500 -500	-8%	-$115K	0.02%	151
2026 Q1	$1.29M	Sell	6,000 -650	-10%	-$145K	0.02%	141
2025 Q4	$1.46M	Hold	6,650	–	–	0.03%	134
2025 Q3	$1.44M	Buy	+6,650	New	+$1.4M	0.03%	130
2024 Q2	–	Sell	-3,146	Closed	-$574K	–	290
2024 Q1	$574K	Buy	+3,146	New	+$553K	0.01%	180
2018 Q3	–	Sell	-4,300	Closed	-$437K	–	288
2018 Q2	$437K	Sell	4,300 -400	-9%	-$40.8K	0.02%	206
2018 Q1	$475K	Sell	4,700 -160	-3%	-$16.6K	0.02%	193
2017 Q4	$496K	Hold	4,860	–	–	0.03%	166
2017 Q3	$461K	Hold	4,860	–	–	0.03%	176
2017 Q2	$450K	Hold	4,860	–	–	0.03%	174
2017 Q1	$437K	Hold	4,860	–	–	0.03%	174
2016 Q4	$414K	Hold	4,860	–	–	0.03%	169
2016 Q3	$408K	Sell	4,860 -6,200	-56%	-$526K	0.03%	172
2016 Q2	$921K	Sell	11,060 -2,290	-17%	-$187K	0.06%	121
2016 Q1	$1.08M	Buy	13,350 +650	+5%	+$49.8K	0.08%	109
2015 Q4	$988K	Buy	12,700 +700	+6%	+$54.6K	0.07%	120
2015 Q3	$885K	Sell	12,000 -1,400	-10%	-$108K	0.07%	124
2015 Q2	$1.08M	Hold	13,400	–	–	0.08%	116
2015 Q1	$1.08M	Buy	+13,400	New	+$1.09M	0.08%	116

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

Douglass Winthrop Advisors's VIG Position: Q2 2026 in Review

Douglass Winthrop Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 8.3% in Q2 2026, selling an estimated $115K and leaving 5,500 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #151.

Douglass Winthrop Advisors first reported a position in VIG in Q1 2015 and has held it in 19 quarters since. The position peaked at $1.46M in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Douglass Winthrop Advisors held 5,500 shares of Vanguard Dividend Appreciation ETF worth $1.3M as of Q2 2026.
Douglass Winthrop Advisors sold 500 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $115K.
Vanguard Dividend Appreciation ETF made up 0.02% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #151 holding.
Douglass Winthrop Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2015 and has held it in 19 quarters since.
Douglass Winthrop Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.46M in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.