Frazier Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Frazier Financial Advisors’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	$697K	Sell	2,946 -16,893	-85%	-$3.88M	0.35%	29
2026 Q1	$4.27M	Sell	19,839 -171,940	-90%	-$38.3M	2.36%	9
2025 Q4	$42.1M	Buy	191,779 +5,111	+3%	+$1.12M	24.96%	1
2025 Q3	$40.3M	Sell	186,668 -11,519	-6%	-$2.42M	24.73%	1
2025 Q2	$40.6M	Buy	198,187 +5,010	+3%	+$971K	28.62%	1
2025 Q1	$37.5M	Buy	193,177 +4,806	+3%	+$956K	28.9%	1
2024 Q4	$36.9M	Sell	188,371 -678	-0.4%	-$135K	29.26%	1
2024 Q3	$37.4M	Buy	189,049 +6,901	+4%	+$1.31M	29.1%	1
2024 Q2	$33.3M	Buy	182,148 +6,369	+4%	+$1.15M	26.38%	1
2024 Q1	$32.1M	Buy	175,779 +5,043	+3%	+$886K	26.33%	1
2023 Q4	$29.1M	Buy	+170,736	New	+$27.5M	25.25%	1

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

Frazier Financial Advisors's VIG Position: Q2 2026 in Review

Frazier Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 85% in Q2 2026, selling an estimated $3.88M and leaving 2,946 shares worth $697K. The position accounts for 0.35% of the portfolio, ranked #29.

Frazier Financial Advisors first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $42.1M in Q4 2025. 2,590 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Frazier Financial Advisors held 2,946 shares of Vanguard Dividend Appreciation ETF worth $697K as of Q2 2026.
Frazier Financial Advisors sold 16,893 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $3.88M.
Vanguard Dividend Appreciation ETF made up 0.35% of Frazier Financial Advisors's portfolio in Q2 2026, its #29 holding.
Frazier Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
Frazier Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $42.1M in Q4 2025.
2,590 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.