EWA
VIG icon

EverSource Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

EverSource Wealth 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 		$29.3M Sell
123,689
-3,071
-2% -$705K 0.99% 20
2026
Q1 		$27.3M Buy
126,760
+1,415
+1% +$315K 0.83% 23
2025
Q4 		$27.5M Buy
125,345
+6,681
+6% +$1.46M 1.01% 21
2025
Q3 		$25.6M Buy
118,664
+10,693
+10% +$2.25M 1.01% 22
2025
Q2 		$22.1M Sell
107,971
-8,273
-7% -$1.6M 1% 22
2025
Q1 		$22.6M Buy
116,244
+2,085
+2% +$415K 1.24% 14
2024
Q4 		$22.4M Sell
114,159
-10,529
-8% -$2.1M 1.26% 14
2024
Q3 		$24.7M Buy
124,688
+46
+0% +$8.76K 1.56% 7
2024
Q2 		$23.7M Buy
124,642
+967
+0.8% +$174K 1.57% 7
2024
Q1 		$21.7M Buy
123,675
+2,980
+2% +$524K 1.7% 7
2023
Q4 		$20.6M Buy
120,695
+379
+0.3% +$61K 1.88% 8
2023
Q3 		$18.7M Sell
120,316
-1,815
-1% -$294K 1.98% 6
2023
Q2 		$19.8M Sell
122,131
-776
-0.6% -$122K 2.19% 6
2023
Q1 		$18.9M Buy
122,907
+4,526
+4% +$693K 2.36% 6
2022
Q4 		$18M Buy
118,381
+36,875
+45% +$5.5M 2.72% 4
2022
Q3 		$11M Buy
81,506
+2,775
+4% +$413K 2.52% 6
2022
Q2 		$11.3M Buy
78,731
+1,144
+1% +$174K 2.91% 6
2022
Q1 		$12.6M Buy
77,587
+5,129
+7% +$828K 3.19% 7
2021
Q4 		$12.4M Buy
+72,458
New +$11.9M 3.48% 5

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

EverSource Wealth Advisors's VIG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.4% in Q2 2026, selling an estimated $705K and leaving 123,689 shares worth $29.3M. The position accounts for 0.99% of the portfolio, ranked #20.

EverSource Wealth Advisors first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 1,473 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • EverSource Wealth Advisors held 123,689 shares of Vanguard Dividend Appreciation ETF worth $29.3M as of Q2 2026.
  • EverSource Wealth Advisors sold 3,071 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $705K.
  • Vanguard Dividend Appreciation ETF made up 0.99% of EverSource Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,473 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.