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Fairview Capital Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fairview Capital Investment Management’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 		$862K Buy
3,643
+1
+0% +$230 0.05% 116
2026
Q1 		$783K Sell
3,642
-5
-0.1% -$1.11K 0.04% 114
2025
Q4 		$802K Sell
3,647
-100
-3% -$21.8K 0.04% 104
2025
Q3 		$809K Sell
3,747
-50
-1% -$10.5K 0.04% 106
2025
Q2 		$777K Sell
3,797
-143
-4% -$27.7K 0.04% 102
2025
Q1 		$764K Sell
3,940
-9
-0.2% -$1.79K 0.04% 101
2024
Q4 		$774K Buy
3,949
+49
+1% +$9.78K 0.04% 98
2024
Q3 		$772K Hold
3,900
– – 0.04% 98
2024
Q2 		$712K Hold
3,900
– – 0.04% 98
2024
Q1 		$712K Hold
3,900
– – 0.04% 106
2023
Q4 		$665K Hold
3,900
– – 0.04% 100
2023
Q3 		$606K Hold
3,900
– – 0.04% 99
2023
Q2 		$633K Hold
3,900
– – 0.04% 97
2023
Q1 		$601K Hold
3,900
– – 0.04% 99
2022
Q4 		$592K Buy
3,900
+1,620
+71% +$241K 0.04% 98
2022
Q3 		$308K Buy
2,280
+743
+48% +$111K 0.02% 112
2022
Q2 		$220K Hold
1,537
– – 0.02% 133
2022
Q1 		$249K Hold
1,537
– – 0.02% 121
2021
Q4 		$263K Hold
1,537
– – 0.02% 122
2021
Q3 		$236K Buy
1,537
+4
+0.3% +$637 0.02% 118
2021
Q2 		$237K Buy
1,533
+4
+0.3% +$614 0.02% 117
2021
Q1 		$224K Sell
1,529
-378
-20% -$53.8K 0.01% 147
2020
Q4 		$269K Buy
1,907
+7
+0.4% +$949 0.01% 131
2020
Q3 		$244K Buy
1,900
+4
+0.2% +$503 0.01% 123
2020
Q2 		$222K Buy
+1,896
New +$216K 0.01% 120
2020
Q1 		– Sell
-1,992
Closed -$248K – 145
2019
Q4 		$248K Buy
+1,992
New +$241K 0.01% 130

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fairview Capital Investment Management's VIG Position: Q2 2026 in Review

Fairview Capital Investment Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.03% in Q2 2026, buying an estimated $230 and bringing the position to 3,643 shares worth $862K. The position accounts for 0.05% of the portfolio, ranked #116.

Fairview Capital Investment Management first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Fairview Capital Investment Management held 3,643 shares of Vanguard Dividend Appreciation ETF worth $862K as of Q2 2026.
  • Fairview Capital Investment Management bought 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
  • Vanguard Dividend Appreciation ETF made up 0.05% of Fairview Capital Investment Management's portfolio in Q2 2026, its #116 holding.
  • Fairview Capital Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Fairview Capital Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.