First Western Trust Bank’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

First Western Trust Bank’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	$446K	Sell	1,885 -69	-4%	-$15.8K	0.02%	148
2026 Q1	$420K	Sell	1,954 -208	-10%	-$46.4K	0.02%	144
2025 Q4	$475K	Sell	2,162 -24	-1%	-$5.24K	0.02%	127
2025 Q3	$472K	Sell	2,186 -321	-13%	-$67.4K	0.02%	123
2025 Q2	$513K	Hold	2,507	–	–	0.02%	115
2025 Q1	$486K	Buy	2,507 +88	+4%	+$17.5K	0.02%	117
2024 Q4	$474K	Hold	2,419	–	–	0.02%	123
2024 Q3	$479K	Hold	2,419	–	–	0.02%	130
2024 Q2	$442K	Sell	2,419 -150	-6%	-$27K	0.02%	131
2024 Q1	$469K	Sell	2,569 -181	-7%	-$31.8K	0.02%	127
2023 Q4	$469K	Sell	2,750 -94	-3%	-$15.1K	0.02%	129
2023 Q3	$442K	Hold	2,844	–	–	0.02%	124
2023 Q2	$462K	Buy	2,844 +264	+10%	+$41.3K	0.02%	127
2023 Q1	$397K	Buy	2,580 +829	+47%	+$127K	0.02%	138
2022 Q4	$266K	Hold	1,751	–	–	0.02%	166
2022 Q3	$237K	Hold	1,751	–	–	0.02%	156
2022 Q2	$252K	Buy	+1,751	New	+$267K	0.02%	153

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

First Western Trust Bank's VIG Position: Q2 2026 in Review

First Western Trust Bank reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.5% in Q2 2026, selling an estimated $15.8K and leaving 1,885 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #148.

First Western Trust Bank first reported a position in VIG in Q2 2022 and has held it in 17 quarters since. The position peaked at $513K in Q2 2025. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

First Western Trust Bank held 1,885 shares of Vanguard Dividend Appreciation ETF worth $446K as of Q2 2026.
First Western Trust Bank sold 69 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $15.8K.
Vanguard Dividend Appreciation ETF made up 0.02% of First Western Trust Bank's portfolio in Q2 2026, its #148 holding.
First Western Trust Bank first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 17 quarters since.
First Western Trust Bank's Vanguard Dividend Appreciation ETF position peaked at $513K in Q2 2025.
2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.