Forum Private Client Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Forum Private Client Group’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	$5.69M	Buy	24,063 +335	+1%	+$76.9K	1.69%	17
2026 Q1	$5.1M	Sell	23,728 -1,114	-4%	-$248K	1.7%	16
2025 Q4	$5.46M	Sell	24,842 -290	-1%	-$63.4K	1.86%	15
2025 Q3	$5.42M	Sell	25,132 -1,177	-4%	-$247K	1.93%	14
2025 Q2	$5.38M	Sell	26,309 -541	-2%	-$105K	2.08%	14
2025 Q1	$5.21M	Sell	26,850 -659	-2%	-$131K	2.26%	13
2024 Q4	$5.39M	Sell	27,509 -1,277	-4%	-$255K	2.4%	13
2024 Q3	$5.7M	Sell	28,786 -2,236	-7%	-$426K	2.53%	12
2024 Q2	$5.66M	Sell	31,022 -2,292	-7%	-$413K	2.69%	13
2024 Q1	$6.08M	Sell	33,314 -3,477	-9%	-$611K	2.94%	10
2023 Q4	$6.27M	Buy	+36,791	New	+$5.92M	3.27%	11
2023 Q3	–	Sell	-42,532	Closed	-$6.91M	–	63
2023 Q2	$6.91M	Sell	42,532 -1,830	-4%	-$287K	3.96%	9
2023 Q1	$6.83M	Sell	44,362 -1,698	-4%	-$260K	4.32%	8
2022 Q4	$6.99M	Sell	46,060 -1,635	-3%	-$244K	4.83%	6
2022 Q3	$6.45M	Sell	47,695 -920	-2%	-$137K	4.82%	6
2022 Q2	$6.97M	Buy	48,615 +9,178	+23%	+$1.4M	5.07%	6
2022 Q1	$6.39M	Buy	+39,437	New	+$6.36M	4.97%	7

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

Forum Private Client Group's VIG Position: Q2 2026 in Review

Forum Private Client Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q2 2026, buying an estimated $76.9K and bringing the position to 24,063 shares worth $5.69M. The position accounts for 1.69% of the portfolio, ranked #17.

Forum Private Client Group first reported a position in VIG in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.99M in Q4 2022. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Forum Private Client Group held 24,063 shares of Vanguard Dividend Appreciation ETF worth $5.69M as of Q2 2026.
Forum Private Client Group bought 335 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $76.9K.
Vanguard Dividend Appreciation ETF made up 1.69% of Forum Private Client Group's portfolio in Q2 2026, its #17 holding.
Forum Private Client Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 17 quarters since.
Forum Private Client Group's Vanguard Dividend Appreciation ETF position peaked at $6.99M in Q4 2022.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.