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

Evolution 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	$226K	Sell	954 -10	-1%	-$2.3K	0.03%	163
2026 Q1	$207K	Buy	+964	New	+$215K	0.02%	166
2020 Q2	–	Sell	-2,430	Closed	-$251K	–	568
2020 Q1	$251K	Buy	+2,430	New	+$290K	0.1%	56

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

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

Evolution Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1% in Q2 2026, selling an estimated $2.3K and leaving 954 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #163.

Evolution Wealth Advisors first reported a position in VIG in Q1 2020 and has held it in 3 quarters since. The position peaked at $251K in Q1 2020. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Evolution Wealth Advisors held 954 shares of Vanguard Dividend Appreciation ETF worth $226K as of Q2 2026.
Evolution Wealth Advisors sold 10 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.3K.
Vanguard Dividend Appreciation ETF made up 0.03% of Evolution Wealth Advisors's portfolio in Q2 2026, its #163 holding.
Evolution Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 3 quarters since.
Evolution Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $251K in Q1 2020.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.