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Focused Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Focused Wealth Management’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 		$576K Buy
2,435
+56
+2% +$12.9K 0.05% 122
2026
Q1 		$512K Sell
2,379
-35
-1% -$7.8K 0.05% 113
2025
Q4 		$530K Sell
2,414
-1,064
-31% -$232K 0.06% 103
2025
Q3 		$751K Buy
3,478
+1,050
+43% +$220K 0.08% 85
2025
Q2 		$497K Buy
2,428
+33
+1% +$6.4K 0.06% 100
2025
Q1 		$465K Buy
2,395
+9
+0.4% +$1.79K 0.06% 91
2024
Q4 		$467K Buy
2,386
+16
+0.7% +$3.19K 0.06% 88
2024
Q3 		$469K Buy
2,370
+9
+0.4% +$1.71K 0.06% 113
2024
Q2 		$431K Hold
2,361
– – 0.06% 105
2024
Q1 		$431K Sell
2,361
-81
-3% -$14.2K 0.07% 93
2023
Q4 		$416K Sell
2,442
-200
-8% -$32.2K 0.07% 84
2023
Q3 		$410K Hold
2,642
– – 0.07% 81
2023
Q2 		$429K Hold
2,642
– – 0.08% 84
2023
Q1 		$407K Buy
2,642
+1
+0% +$153 0.08% 83
2022
Q4 		$401K Hold
2,641
– – 0.08% 87
2022
Q3 		$357K Sell
2,641
-85
-3% -$12.6K 0.07% 90
2022
Q2 		$391K Hold
2,726
– – 0.07% 98
2022
Q1 		$442K Buy
2,726
+1
+0% +$161 0.07% 96
2021
Q4 		$468K Hold
2,725
– – 0.07% 102
2021
Q3 		$418K Buy
2,725
+1
+0% +$159 0.07% 110
2021
Q2 		$422K Sell
2,724
-39
-1% -$5.99K 0.07% 106
2021
Q1 		$406K Hold
2,763
– – 0.07% 108
2020
Q4 		$390K Sell
2,763
-16
-0.6% -$2.17K 0.08% 108
2020
Q3 		$358K Buy
2,779
+1
+0% +$126 0.08% 103
2020
Q2 		$326K Hold
2,778
– – 0.08% 105
2020
Q1 		$287K Buy
2,778
+1
+0% +$119 0.08% 99
2019
Q4 		$346K Hold
2,777
– – 0.08% 101
2019
Q3 		$332K Sell
2,777
-29
-1% -$3.42K 0.09% 98
2019
Q2 		$323K Sell
2,806
-13
-0.5% -$1.46K 0.09% 101
2019
Q1 		$309K Sell
2,819
-766
-21% -$80.7K 0.09% 105
2018
Q4 		$351K Sell
3,585
-679
-16% -$70.8K 0.12% 99
2018
Q3 		$472K Buy
4,264
+4
+0.1% +$430 0.16% 86
2018
Q2 		$433K Buy
4,260
+2
+0% +$204 0.15% 92
2018
Q1 		$430K Buy
4,258
+278
+7% +$28.8K 0.14% 98
2017
Q4 		$406K Sell
3,980
-282
-7% -$27.8K 0.13% 95
2017
Q3 		$404K Buy
4,262
+267
+7% +$24.9K 0.13% 93
2017
Q2 		$370K Sell
3,995
-255
-6% -$23.4K 0.14% 92
2017
Q1 		$382K Sell
4,250
-315
-7% -$27.9K 0.15% 92
2016
Q4 		$389K Sell
4,565
-38
-0.8% -$3.19K 0.16% 84
2016
Q3 		$386K Sell
4,603
-89
-2% -$7.54K 0.17% 88
2016
Q2 		$391K Sell
4,692
-1,303
-22% -$106K 0.18% 81
2016
Q1 		$487K Sell
5,995
-20,359
-77% -$1.56M 0.27% 62
2015
Q4 		$2.05M Sell
26,354
-6,969
-21% -$544K 1.18% 24
2015
Q3 		$2.46M Sell
33,323
-14
-0% -$1.08K 1.56% 18
2015
Q2 		$2.62M Buy
33,337
+161
+0.5% +$13K 1.62% 15
2015
Q1 		$2.67M Buy
33,176
+8,750
+36% +$710K 1.64% 14
2014
Q4 		$1.98M Sell
24,426
-598
-2% -$47.3K 1.4% 17
2014
Q3 		$1.93M Sell
25,024
-151
-0.6% -$11.7K 1.48% 17
2014
Q2 		$1.96M Buy
25,175
+776
+3% +$59.4K 1.53% 20
2014
Q1 		$1.84M Buy
24,399
+178
+0.7% +$13.1K 1.54% 18
2013
Q4 		$1.82M Buy
24,221
+2,085
+9% +$152K 1.52% 17
2013
Q3 		$1.54M Buy
+22,136
New +$1.53M 1.47% 17

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

Focused Wealth Management's VIG Position: Q2 2026 in Review

Focused Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.4% in Q2 2026, buying an estimated $12.9K and bringing the position to 2,435 shares worth $576K. The position accounts for 0.05% of the portfolio, ranked #122.

Focused Wealth Management first reported a position in VIG in Q3 2013 and has held it in 52 quarters since. The position peaked at $2.67M in Q1 2015. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Focused Wealth Management held 2,435 shares of Vanguard Dividend Appreciation ETF worth $576K as of Q2 2026.
  • Focused Wealth Management bought 56 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $12.9K.
  • Vanguard Dividend Appreciation ETF made up 0.05% of Focused Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Focused Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2013 and has held it in 52 quarters since.
  • Focused Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $2.67M in Q1 2015.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.