Evelyn Partners
VIG icon

Evelyn Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Evelyn Partners’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
Q3 		$348K Hold
1,490
– – 0.01% 269
2026
Q2 		$353K Buy
+1,490
New +$342K ﹤0.01% 232

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Raymond James Financial
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UBS Group
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HB Wealth Management
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jones Financial Companies
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HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Evelyn Partners's VIG Position: Q3 2026 in Review

Evelyn Partners held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 1,490 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #269.

Evelyn Partners first reported a position in VIG in Q2 2026 and has held it in 2 quarters since. The position peaked at $353K in Q2 2026. 2,356 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Evelyn Partners held 1,490 shares of Vanguard Dividend Appreciation ETF worth $348K as of Q3 2026.
  • Evelyn Partners left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
  • Vanguard Dividend Appreciation ETF made up 0.01% of Evelyn Partners's portfolio in Q3 2026, its #269 holding.
  • Evelyn Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2026 and has held it in 2 quarters since.
  • Evelyn Partners's Vanguard Dividend Appreciation ETF position peaked at $353K in Q2 2026.
  • 2,356 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.