Envestnet Portfolio Solutions’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Envestnet Portfolio Solutions’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	$1.28M	Buy	5,398 +1,517	+39%	+$348K	0.01%	616
2026 Q1	$835K	Sell	3,881 -21,920	-85%	-$4.89M	﹤0.01%	696
2025 Q4	$5.67M	Buy	25,801 +1,275	+5%	+$279K	0.02%	342
2025 Q3	$5.29M	Sell	24,526 -12,145	-33%	-$2.55M	0.02%	342
2025 Q2	$7.51M	Sell	36,671 -3,137	-8%	-$608K	0.03%	271
2025 Q1	$7.72M	Sell	39,808 -1,804	-4%	-$359K	0.03%	272
2024 Q4	$8.15M	Sell	41,612 -402	-1%	-$80.3K	0.03%	284
2024 Q3	$8.32M	Buy	42,014 +2,312	+6%	+$440K	0.03%	285
2024 Q2	$7.25M	Buy	39,702 +1,597	+4%	+$287K	0.03%	291
2024 Q1	$6.96M	Buy	38,105 +1,169	+3%	+$205K	0.03%	308
2023 Q4	$6.29M	Sell	36,936 -3,493	-9%	-$562K	0.03%	278
2023 Q3	$6.28M	Buy	+40,429	New	+$6.55M	0.03%	258

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

Envestnet Portfolio Solutions's VIG Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard Dividend Appreciation ETF (VIG) stake by 39% in Q2 2026, buying an estimated $348K and bringing the position to 5,398 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #616.

Envestnet Portfolio Solutions first reported a position in VIG in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.32M in Q3 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Envestnet Portfolio Solutions held 5,398 shares of Vanguard Dividend Appreciation ETF worth $1.28M as of Q2 2026.
Envestnet Portfolio Solutions bought 1,517 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $348K.
Vanguard Dividend Appreciation ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #616 holding.
Envestnet Portfolio Solutions first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Vanguard Dividend Appreciation ETF position peaked at $8.32M in Q3 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.