EP Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $37.4M | Buy |
157,956
+1,405
| +0.9% | +$323K | 0.14% | 117 |
|
|
2026
Q1 | $33.7M | Sell |
156,551
-5,205
| -3% | -$1.16M | 0.17% | 96 |
|
|
2025
Q4 | $35.6M | Buy |
+161,756
| New | +$35.3M | 0.18% | 87 |
|
|
2025
Q2 | $32.8M | Buy |
160,228
+18,688
| +13% | +$3.62M | 0.22% | 80 |
|
|
2025
Q1 | $27.5M | Buy |
141,540
+18,348
| +15% | +$3.65M | 0.22% | 86 |
|
|
2024
Q4 | $24.1M | Sell |
123,192
-9,611
| -7% | -$1.92M | 0.2% | 94 |
|
|
2024
Q3 | $26.3M | Buy |
132,803
+1,300
| +1% | +$248K | 0.23% | 88 |
|
|
2024
Q2 | $24M | Buy |
131,503
+4,113
| +3% | +$740K | 0.26% | 81 |
|
|
2024
Q1 | $23.3M | Buy |
127,390
+14,843
| +13% | +$2.61M | 0.27% | 81 |
|
|
2023
Q4 | $19.2M | Buy |
112,547
+2,856
| +3% | +$460K | 0.24% | 80 |
|
|
2023
Q3 | $17M | Buy |
109,691
+90,094
| +460% | +$14.6M | 0.26% | 76 |
|
|
2023
Q2 | $18.9M | Sell |
19,597
-5,566
| -22% | -$872K | 0.27% | 73 |
|
|
2023
Q1 | $6M | Sell |
25,163
-95,227
| -79% | -$14.6M | 0.1% | 120 |
|
|
2022
Q4 | $18.3M | Sell |
120,390
-13,726
| -10% | -$2.05M | 0.33% | 67 |
|
|
2022
Q3 | $18.1M | Buy |
134,116
+1,640
| +1% | +$244K | 0.41% | 58 |
|
|
2022
Q2 | $19M | Buy |
132,476
+1,596
| +1% | +$243K | 0.43% | 57 |
|
|
2022
Q1 | $21.2M | Sell |
130,880
-1,030
| -0.8% | -$166K | 0.47% | 56 |
|
|
2021
Q4 | $22.7M | Sell |
131,910
-4,852
| -4% | -$800K | 0.54% | 46 |
|
|
2021
Q3 | $21M | Sell |
136,762
-53,894
| -28% | -$8.59M | 0.58% | 45 |
|
|
2021
Q2 | $29.5M | Sell |
190,656
-1,543
| -0.8% | -$237K | 0.82% | 28 |
|
|
2021
Q1 | $28.3M | Buy |
192,199
+157,003
| +446% | +$22.3M | 0.9% | 26 |
|
|
2020
Q4 | $4.97M | Buy |
35,196
+310
| +0.9% | +$42K | 0.17% | 73 |
|
|
2020
Q3 | $4.49M | Buy |
34,886
+1,839
| +6% | +$231K | 0.19% | 69 |
|
|
2020
Q2 | $3.87M | Sell |
33,047
-2,418
| -7% | -$275K | 0.17% | 84 |
|
|
2020
Q1 | $3.67M | Buy |
35,465
+7,826
| +28% | +$934K | 0.18% | 86 |
|
|
2019
Q4 | $3.44M | Sell |
27,639
-712
| -3% | -$86.1K | 0.14% | 99 |
|
|
2019
Q3 | $3.39M | Buy |
28,351
+10,068
| +55% | +$1.19M | 0.17% | 75 |
|
|
2019
Q2 | $2.11M | Buy |
+18,283
| New | +$2.05M | 0.13% | 83 |
|
|
2019
Q1 | – | Sell |
-19,200
| Closed | -$1.88M | – | 275 |
|
|
2018
Q4 | $1.88M | Sell |
19,200
-29
| -0.2% | -$3.02K | 0.15% | 84 |
|
|
2018
Q3 | $2.13M | Buy |
19,229
+2,412
| +14% | +$259K | 0.17% | 71 |
|
|
2018
Q2 | $1.71M | Buy |
16,817
+262
| +2% | +$26.7K | 0.16% | 69 |
|
|
2018
Q1 | $1.67M | Buy |
16,555
+13,403
| +425% | +$1.39M | 0.16% | 74 |
|
|
2017
Q4 | $322K | Buy |
3,152
+347
| +12% | +$34.2K | 0.03% | 139 |
|
|
2017
Q3 | $266K | Sell |
2,805
-1,612
| -36% | -$150K | 0.03% | 143 |
|
|
2017
Q2 | $409K | Buy |
4,417
+1,737
| +65% | +$159K | 0.05% | 116 |
|
|
2017
Q1 | $241K | Sell |
2,680
-955
| -26% | -$84.6K | 0.03% | 139 |
|
|
2016
Q4 | $310K | Buy |
3,635
+905
| +33% | +$76.1K | 0.05% | 106 |
|
|
2016
Q3 | $229K | Sell |
2,730
-211
| -7% | -$17.9K | 0.04% | 123 |
|
|
2016
Q2 | $245K | Sell |
2,941
-2,589
| -47% | -$211K | 0.04% | 108 |
|
|
2016
Q1 | $449K | Sell |
5,530
-4,196
| -43% | -$322K | 0.07% | 88 |
|
|
2015
Q4 | $756K | Sell |
9,726
-3,460
| -26% | -$270K | 0.13% | 77 |
|
|
2015
Q3 | $972K | Buy |
13,186
+56
| +0.4% | +$4.34K | 0.19% | 59 |
|
|
2015
Q2 | $1.03M | Sell |
13,130
-20,762
| -61% | -$1.68M | 0.19% | 48 |
|
|
2015
Q1 | $2.73M | Buy |
+33,892
| New | +$2.75M | 0.51% | 41 |
|
Other funds holding VIG
HWM
EP Wealth Advisors's VIG Position: Q2 2026 in Review
EP Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.9% in Q2 2026, buying an estimated $323K and bringing the position to 157,956 shares worth $37.4M. The position accounts for 0.14% of the portfolio, ranked #117.
EP Wealth Advisors first reported a position in VIG in Q1 2015 and has held it in 44 quarters since. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- EP Wealth Advisors held 157,956 shares of Vanguard Dividend Appreciation ETF worth $37.4M as of Q2 2026.
- EP Wealth Advisors bought 1,405 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $323K.
- Vanguard Dividend Appreciation ETF made up 0.14% of EP Wealth Advisors's portfolio in Q2 2026, its #117 holding.
- EP Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2015 and has held it in 44 quarters since.
- 2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.