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

Focus Partners Wealth’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	$166M	Buy	700,902 +12,200	+2%	+$2.8M	0.17%	124
2026 Q1	$148M	Sell	688,702 -131	-0%	-$29.2K	0.16%	133
2025 Q4	$151M	Sell	688,833 -18,648	-3%	-$4.07M	0.17%	116
2025 Q3	$153M	Buy	707,481 +50,238	+8%	+$10.5M	0.25%	75
2025 Q2	$135M	Buy	657,243 +62,307	+10%	+$12.1M	0.29%	67
2025 Q1	$115M	Buy	594,936 +51,059	+9%	+$10.2M	0.29%	71
2024 Q4	$107M	Sell	543,877 -310,155	-36%	-$61.9M	0.28%	75
2024 Q3	$161M	Sell	854,032 -444,834	-34%	-$84.7M	0.51%	39
2024 Q2	$237M	Buy	1,298,866 +647,048	+99%	+$116M	0.8%	24
2024 Q1	$119M	Sell	651,818 -29,546	-4%	-$5.19M	0.97%	16
2023 Q4	$116M	Buy	+681,364	New	+$110M	1.52%	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

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

Focus Partners Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.8% in Q2 2026, buying an estimated $2.8M and bringing the position to 700,902 shares worth $166M. The position accounts for 0.17% of the portfolio, ranked #124.

Focus Partners Wealth first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $237M in Q2 2024. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Focus Partners Wealth held 700,902 shares of Vanguard Dividend Appreciation ETF worth $166M as of Q2 2026.
Focus Partners Wealth bought 12,200 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.8M.
Vanguard Dividend Appreciation ETF made up 0.17% of Focus Partners Wealth's portfolio in Q2 2026, its #124 holding.
Focus Partners Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's Vanguard Dividend Appreciation ETF position peaked at $237M in Q2 2024.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.