Focus Partners Advisor Solutions’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Focus Partners Advisor Solutions’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	$16.6M	Sell	70,179 -9,708	-12%	-$2.23M	0.14%	80
2026 Q1	$17.2M	Buy	79,887 +6,786	+9%	+$1.51M	0.17%	70
2025 Q4	$16.1M	Buy	73,101 +13,314	+22%	+$2.91M	0.2%	68
2025 Q3	$12.9M	Sell	59,787 -10,607	-15%	-$2.23M	0.15%	82
2025 Q2	$14.4M	Sell	70,394 -1,284	-2%	-$249K	0.19%	65
2025 Q1	$13.9M	Buy	71,678 +2,120	+3%	+$422K	0.21%	62
2024 Q4	$13.6M	Buy	69,558 +28,975	+71%	+$5.78M	0.23%	59
2024 Q3	$8.04M	Sell	40,583 -164	-0.4%	-$31.2K	0.17%	67
2024 Q2	$7.44M	Buy	40,747 +78	+0.2%	+$14K	0.2%	62
2024 Q1	$7.43M	Buy	40,669 +20,145	+98%	+$3.54M	0.21%	63
2023 Q4	$3.5M	Sell	20,524 -718	-3%	-$116K	0.17%	65
2023 Q3	$3.3M	Sell	21,242 -228	-1%	-$37K	0.16%	68
2023 Q2	$3.49M	Buy	21,470 +2,271	+12%	+$356K	0.19%	56
2023 Q1	$2.96M	Buy	19,199 +11,645	+154%	+$1.78M	0.19%	57
2022 Q4	$1.15M	Buy	7,554 +390	+5%	+$58.1K	0.09%	121
2022 Q3	$968K	Buy	7,164 +4,109	+135%	+$611K	0.06%	153
2022 Q2	$439K	Buy	3,055 +992	+48%	+$151K	0.04%	202
2022 Q1	$335K	Buy	+2,063	New	+$333K	0.03%	220

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

Focus Partners Advisor Solutions's VIG Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 12% in Q2 2026, selling an estimated $2.23M and leaving 70,179 shares worth $16.6M. The position accounts for 0.14% of the portfolio, ranked #80.

Focus Partners Advisor Solutions first reported a position in VIG in Q1 2022 and has held it in 18 quarters since. The position peaked at $17.2M in Q1 2026. 2,594 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Focus Partners Advisor Solutions held 70,179 shares of Vanguard Dividend Appreciation ETF worth $16.6M as of Q2 2026.
Focus Partners Advisor Solutions sold 9,708 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.23M.
Vanguard Dividend Appreciation ETF made up 0.14% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #80 holding.
Focus Partners Advisor Solutions first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 18 quarters since.
Focus Partners Advisor Solutions's Vanguard Dividend Appreciation ETF position peaked at $17.2M in Q1 2026.
2,594 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.