Financial Advisory Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Financial Advisory 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	$13M	Buy	54,884 +1,607	+3%	+$369K	3.39%	6
2026 Q1	$11.5M	Buy	53,277 +3,720	+8%	+$829K	3.24%	6
2025 Q4	$10.9M	Buy	49,557 +28	+0.1%	+$6.12K	3.07%	7
2025 Q3	$10.7M	Buy	49,529 +2,688	+6%	+$564K	3.12%	7
2025 Q2	$9.59M	Buy	46,841 +5,493	+13%	+$1.06M	3.01%	7
2025 Q1	$8.02M	Buy	41,348 +7,527	+22%	+$1.5M	2.68%	6
2024 Q4	$6.62M	Buy	33,821 +2,214	+7%	+$442K	2.2%	7
2024 Q3	$6.26M	Buy	31,607 +1,829	+6%	+$348K	2.08%	7
2024 Q2	$5.44M	Sell	29,778 -816	-3%	-$147K	2.03%	9
2024 Q1	$5.59M	Sell	30,594 -3,296	-10%	-$579K	2.16%	8
2023 Q4	$5.77M	Buy	33,890 +2,069	+7%	+$333K	2.1%	8
2023 Q3	$4.94M	Sell	31,821 -762	-2%	-$124K	1.99%	8
2023 Q2	$5.29M	Sell	32,583 -122	-0.4%	-$19.1K	2.04%	8
2023 Q1	$5.04M	Buy	32,705 +1,981	+6%	+$303K	1.99%	8
2022 Q4	$4.67M	Buy	30,724 +241	+0.8%	+$35.9K	1.92%	8
2022 Q3	$4.12M	Buy	30,483 +895	+3%	+$133K	1.79%	10
2022 Q2	$4.24M	Buy	29,588 +1,709	+6%	+$260K	1.75%	16
2022 Q1	$4.52M	Buy	27,879 +3,245	+13%	+$524K	1.67%	16
2021 Q4	$4.23M	Buy	+24,634	New	+$4.06M	1.54%	26

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

Financial Advisory Partners's VIG Position: Q2 2026 in Review

Financial Advisory Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3% in Q2 2026, buying an estimated $369K and bringing the position to 54,884 shares worth $13M. The position accounts for 3.39% of the portfolio, ranked #6.

Financial Advisory Partners first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 2,579 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Financial Advisory Partners held 54,884 shares of Vanguard Dividend Appreciation ETF worth $13M as of Q2 2026.
Financial Advisory Partners bought 1,607 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $369K.
Vanguard Dividend Appreciation ETF made up 3.39% of Financial Advisory Partners's portfolio in Q2 2026, its #6 holding.
Financial Advisory Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
2,579 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.