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Financial Perspectives’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Financial Perspectives’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 		$10.6M Sell
44,829
-1,099
-2% -$252K 2.58% 10
2026
Q1 		$9.88M Buy
45,928
+254
+0.6% +$56.6K 2.76% 11
2025
Q4 		$10M Sell
45,674
-556
-1% -$121K 2.7% 11
2025
Q3 		$9.98M Buy
46,230
+109
+0.2% +$22.9K 2.77% 10
2025
Q2 		$9.44M Buy
46,121
+3,105
+7% +$602K 2.85% 10
2025
Q1 		$8.34M Sell
43,016
-910
-2% -$181K 2.86% 10
2024
Q4 		$8.6M Sell
43,926
-2,692
-6% -$537K 2.89% 8
2024
Q3 		$9.23M Buy
46,618
+2,800
+6% +$533K 3.2% 7
2024
Q2 		$8M Sell
43,818
-130
-0.3% -$23.4K 2.95% 8
2024
Q1 		$8.03M Sell
43,948
-1,094
-2% -$192K 3.04% 7
2023
Q4 		$7.68M Buy
45,042
+21
+0% +$3.38K 3.11% 7
2023
Q3 		$7M Buy
45,021
+316
+0.7% +$51.2K 3.2% 7
2023
Q2 		$7.26M Buy
44,705
+343
+0.8% +$53.7K 3.19% 7
2023
Q1 		$6.83M Buy
44,362
+19
+0% +$2.91K 3.26% 7
2022
Q4 		$6.73M Sell
44,343
-3,638
-8% -$542K 3.45% 7
2022
Q3 		$6.49M Buy
47,981
+4,251
+10% +$633K 3.64% 6
2022
Q2 		$6.27M Sell
43,730
-317
-0.7% -$48.2K 3.54% 6
2022
Q1 		$7.14M Buy
44,047
+1,277
+3% +$206K 3.34% 7
2021
Q4 		$7.35M Buy
42,770
+827
+2% +$136K 3.47% 6
2021
Q3 		$6.44M Buy
41,943
+1,907
+5% +$304K 3.25% 7
2021
Q2 		$6.2M Buy
40,036
+1,821
+5% +$279K 3.02% 8
2021
Q1 		$5.62M Sell
38,215
-28
-0.1% -$3.98K 3.01% 7
2020
Q4 		$5.4M Buy
38,243
+3,902
+11% +$529K 3.07% 8
2020
Q3 		$4.42M Buy
34,341
+5,521
+19% +$695K 2.91% 9
2020
Q2 		$3.38M Buy
28,820
+1,435
+5% +$163K 2.42% 10
2020
Q1 		$2.83M Buy
27,385
+6,283
+30% +$750K 2.29% 9
2019
Q4 		$2.63M Buy
+21,102
New +$2.55M 1.8% 9

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

Financial Perspectives's VIG Position: Q2 2026 in Review

Financial Perspectives reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.4% in Q2 2026, selling an estimated $252K and leaving 44,829 shares worth $10.6M. The position accounts for 2.58% of the portfolio, ranked #10.

Financial Perspectives first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Financial Perspectives held 44,829 shares of Vanguard Dividend Appreciation ETF worth $10.6M as of Q2 2026.
  • Financial Perspectives sold 1,099 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $252K.
  • Vanguard Dividend Appreciation ETF made up 2.58% of Financial Perspectives's portfolio in Q2 2026, its #10 holding.
  • Financial Perspectives first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.