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Durante & Waters’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Durante & Waters’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 		$2.33M Sell
9,858
-93
-0.9% -$21.4K 1.53% 13
2026
Q1 		$2.14M Sell
9,951
-648
-6% -$144K 1.55% 12
2025
Q4 		$2.33M Buy
10,599
+12
+0.1% +$2.62K 1.62% 13
2025
Q3 		$2.28M Sell
10,587
-94
-0.9% -$19.7K 1.68% 13
2025
Q2 		$2.19M Hold
10,681
– – 1.72% 12
2025
Q1 		$2.07M Buy
10,681
+7
+0.1% +$1.39K 1.74% 12
2024
Q4 		$2.09M Sell
10,674
-310
-3% -$61.9K 1.73% 11
2024
Q3 		$2.18M Sell
10,984
-1,118
-9% -$213K 1.83% 12
2024
Q2 		$2.21M Sell
12,102
-201
-2% -$36.2K 1.97% 11
2024
Q1 		$2.25M Sell
12,303
-153
-1% -$26.9K 2.05% 11
2023
Q4 		$2.12M Buy
+12,456
New +$2M 2.05% 12

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Durante & Waters's VIG Position: Q2 2026 in Review

Durante & Waters reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.93% in Q2 2026, selling an estimated $21.4K and leaving 9,858 shares worth $2.33M. The position accounts for 1.53% of the portfolio, ranked #13.

Durante & Waters first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,579 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Durante & Waters held 9,858 shares of Vanguard Dividend Appreciation ETF worth $2.33M as of Q2 2026.
  • Durante & Waters sold 93 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $21.4K.
  • Vanguard Dividend Appreciation ETF made up 1.53% of Durante & Waters's portfolio in Q2 2026, its #13 holding.
  • Durante & Waters first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,579 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Durante & Waters's 13F filing for Q2 2026, filed 10 Aug 2026.