Everett Harris & Co’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Everett Harris & Co’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	$1.59M	Hold	6,720	–	–	0.02%	129
2026 Q1	$1.45M	Sell	6,720 -20	-0.3%	-$4.46K	0.02%	134
2025 Q4	$1.48M	Sell	6,740 -25	-0.4%	-$5.46K	0.02%	131
2025 Q3	$1.46M	Hold	6,765	–	–	0.02%	129
2025 Q2	$1.38M	Sell	6,765 -75	-1%	-$14.5K	0.02%	131
2025 Q1	$1.33M	Hold	6,840	–	–	0.02%	127
2024 Q4	$1.34M	Sell	6,840 -75	-1%	-$15K	0.02%	120
2024 Q3	$1.37M	Sell	6,915 -492	-7%	-$93.7K	0.02%	118
2024 Q2	$1.35M	Sell	7,407 -225	-3%	-$40.5K	0.02%	117
2024 Q1	$1.39M	Buy	7,632 +682	+10%	+$120K	0.02%	118
2023 Q4	$1.18M	Hold	6,950	–	–	0.02%	125
2023 Q3	$1.08M	Sell	6,950 -143	-2%	-$23.2K	0.02%	128
2023 Q2	$1.15M	Sell	7,093 -110	-2%	-$17.2K	0.02%	128
2023 Q1	$1.11M	Sell	7,203 -150	-2%	-$23K	0.02%	127
2022 Q4	$1.12M	Sell	7,353 -160	-2%	-$23.8K	0.02%	125
2022 Q3	$1.01M	Sell	7,513 -2,281	-23%	-$339K	0.02%	125
2022 Q2	$1.41M	Buy	9,794 +2,441	+33%	+$372K	0.02%	107
2022 Q1	$1.19M	Sell	7,353 -120	-2%	-$19.4K	0.02%	137
2021 Q4	$1.28M	Hold	7,473	–	–	0.02%	129
2021 Q3	$1.15M	Sell	7,473 -50	-0.7%	-$7.97K	0.02%	131
2021 Q2	$1.16M	Buy	7,523 +340	+5%	+$52.2K	0.02%	135
2021 Q1	$1.06M	Buy	7,183 +23	+0.3%	+$3.27K	0.02%	133
2020 Q4	$1.01M	Hold	7,160	–	–	0.02%	132
2020 Q3	$921K	Buy	7,160 +350	+5%	+$44K	0.02%	131
2020 Q2	$798K	Buy	6,810 +100	+1%	+$11.4K	0.02%	136
2020 Q1	$694K	Buy	6,710 +470	+8%	+$56.1K	0.02%	136
2019 Q4	$778K	Hold	6,240	–	–	0.02%	150
2019 Q3	$746K	Hold	6,240	–	–	0.02%	147
2019 Q2	$719K	Hold	6,240	–	–	0.02%	149
2019 Q1	$684K	Hold	6,240	–	–	0.02%	150
2018 Q4	$611K	Sell	6,240 -650	-9%	-$67.8K	0.02%	147
2018 Q3	$763K	Hold	6,890	–	–	0.02%	147
2018 Q2	$700K	Sell	6,890 -1,505	-18%	-$153K	0.02%	146
2018 Q1	$848K	Hold	8,395	–	–	0.02%	134
2017 Q4	$857K	Sell	8,395 -250	-3%	-$24.6K	0.02%	141
2017 Q3	$819K	Buy	8,645 +6,355	+278%	+$593K	0.02%	142
2017 Q2	$212K	Sell	2,290 -500	-18%	-$45.9K	0.01%	222
2017 Q1	$251K	Hold	2,790	–	–	0.01%	212
2016 Q4	$238K	Buy	+2,790	New	+$235K	0.01%	209

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

Everett Harris & Co's VIG Position: Q2 2026 in Review

Everett Harris & Co held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 6,720 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #129.

Everett Harris & Co first reported a position in VIG in Q4 2016 and has held it in 39 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Everett Harris & Co held 6,720 shares of Vanguard Dividend Appreciation ETF worth $1.59M as of Q2 2026.
Everett Harris & Co left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.02% of Everett Harris & Co's portfolio in Q2 2026, its #129 holding.
Everett Harris & Co first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 39 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.