Enclave Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Enclave 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	$41.4M	Sell	175,144 -71,763	-29%	-$16.5M	5.24%	4
2026 Q1	$53.1M	Sell	246,907 -18,299	-7%	-$4.08M	7.28%	3
2025 Q4	$58.3M	Sell	265,206 -12,096	-4%	-$2.64M	8.26%	3
2025 Q3	$59.8M	Sell	277,302 -53,890	-16%	-$11.3M	9.14%	2
2025 Q2	$67.8M	Sell	331,192 -38,376	-10%	-$7.44M	10.95%	1
2025 Q1	$71.7M	Sell	369,568 -38,355	-9%	-$7.63M	12.24%	1
2024 Q4	$79.9M	Sell	407,923 -42,756	-9%	-$8.54M	13.14%	1
2024 Q3	$89.3M	Buy	+450,679	New	+$85.8M	15.13%	1

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

Enclave Advisors's VIG Position: Q2 2026 in Review

Enclave Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 29% in Q2 2026, selling an estimated $16.5M and leaving 175,144 shares worth $41.4M. The position accounts for 5.24% of the portfolio, ranked #4.

Enclave Advisors first reported a position in VIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $89.3M in Q3 2024. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Enclave Advisors held 175,144 shares of Vanguard Dividend Appreciation ETF worth $41.4M as of Q2 2026.
Enclave Advisors sold 71,763 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $16.5M.
Vanguard Dividend Appreciation ETF made up 5.24% of Enclave Advisors's portfolio in Q2 2026, its #4 holding.
Enclave Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 8 quarters since.
Enclave Advisors's Vanguard Dividend Appreciation ETF position peaked at $89.3M in Q3 2024.
2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.