Fiduciary Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fiduciary Wealth 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 Q2	$242K	Hold	1,021	–	–	0.13%	58
2026 Q1	$220K	Hold	1,021	–	–	0.14%	54
2025 Q4	$224K	Hold	1,021	–	–	0.09%	81
2025 Q3	$220K	Buy	+1,021	New	+$214K	0.09%	82
2017 Q3	–	Sell	-1,476	Closed	-$137K	–	10
2017 Q2	$137K	Sell	1,476 -1,363	-48%	-$125K	0.17%	11
2017 Q1	$255K	Sell	2,839 -778	-22%	-$68.9K	0.26%	12
2016 Q4	$310K	Sell	3,617 -283	-7%	-$23.8K	0.31%	10
2016 Q3	$327K	Buy	3,900 +13	+0.3%	+$1.1K	0.33%	11
2016 Q2	$324K	Sell	3,887 -1,661	-30%	-$136K	0.34%	10
2016 Q1	$451K	Buy	5,548 +15	+0.3%	+$1.15K	0.47%	10
2015 Q4	$430K	Buy	+5,533	New	+$432K	0.38%	9

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

Fiduciary Wealth Partners's VIG Position: Q2 2026 in Review

Fiduciary Wealth Partners held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,021 shares worth $242K. The position accounts for 0.13% of the portfolio, ranked #58.

Fiduciary Wealth Partners first reported a position in VIG in Q4 2015 and has held it in 11 quarters since. The position peaked at $451K in Q1 2016. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Fiduciary Wealth Partners held 1,021 shares of Vanguard Dividend Appreciation ETF worth $242K as of Q2 2026.
Fiduciary Wealth Partners left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.13% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #58 holding.
Fiduciary Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and has held it in 11 quarters since.
Fiduciary Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $451K in Q1 2016.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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