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

Gateway Wealth Partners’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	$5.6M	Sell	23,646 -22,192	-48%	-$5.1M	0.34%	77
2026 Q1	$9.86M	Buy	45,838 +25,118	+121%	+$5.6M	0.38%	70
2025 Q4	$4.55M	Buy	20,720 +10,159	+96%	+$2.22M	0.51%	54
2025 Q3	$2.28M	Sell	10,561 -151	-1%	-$31.7K	0.31%	87
2025 Q2	$2.19M	Buy	10,712 +893	+9%	+$173K	0.42%	68
2025 Q1	$1.9M	Sell	9,819 -526	-5%	-$105K	0.43%	66
2024 Q4	$2.03M	Buy	10,345 +1,053	+11%	+$210K	0.52%	54
2024 Q3	$1.84M	Buy	9,292 +1,273	+16%	+$242K	0.51%	53
2024 Q2	$1.46M	Buy	8,019 +208	+3%	+$37.4K	0.44%	59
2024 Q1	$1.43M	Buy	7,811 +202	+3%	+$35.5K	0.51%	56
2023 Q4	$1.3M	Sell	7,609 -17,548	-70%	-$2.82M	0.52%	49
2023 Q3	$3.91M	Buy	25,157 +4,044	+19%	+$656K	0.7%	32
2023 Q2	$3.43M	Buy	21,113 +3,396	+19%	+$532K	0.61%	36
2023 Q1	$2.73M	Buy	17,717 +3,806	+27%	+$583K	0.42%	43
2022 Q4	$2.11M	Buy	+13,911	New	+$2.07M	0.36%	45

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

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

Gateway Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 48% in Q2 2026, selling an estimated $5.1M and leaving 23,646 shares worth $5.6M. The position accounts for 0.34% of the portfolio, ranked #77.

Gateway Wealth Partners first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.86M in Q1 2026. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Gateway Wealth Partners held 23,646 shares of Vanguard Dividend Appreciation ETF worth $5.6M as of Q2 2026.
Gateway Wealth Partners sold 22,192 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $5.1M.
Vanguard Dividend Appreciation ETF made up 0.34% of Gateway Wealth Partners's portfolio in Q2 2026, its #77 holding.
Gateway Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
Gateway Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $9.86M in Q1 2026.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.