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GHP Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

GHP Investment 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 		$529K Buy
2,235
+10
+0.4% +$2.3K 0.02% 323
2026
Q1 		$479K Buy
2,225
+1,322
+146% +$295K 0.02% 320
2025
Q4 		$198K Hold
903
– – 0.01% 390
2025
Q3 		$195K Sell
903
-565
-38% -$119K 0.01% 388
2025
Q2 		$300K Buy
1,468
+173
+13% +$33.5K 0.01% 341
2025
Q1 		$251K Sell
1,295
-130
-9% -$25.9K 0.01% 350
2024
Q4 		$279K Sell
1,425
-74
-5% -$14.8K 0.01% 348
2024
Q3 		$297K Buy
1,499
+48
+3% +$9.14K 0.01% 341
2024
Q2 		$265K Hold
1,451
– – 0.01% 347
2024
Q1 		$265K Hold
1,451
– – 0.01% 352
2023
Q4 		$247K Hold
1,451
– – 0.01% 356
2023
Q3 		$226K Buy
1,451
+1,119
+337% +$181K 0.01% 356
2023
Q2 		$54.2K Buy
332
+144
+77% +$22.6K ﹤0.01% 482
2023
Q1 		$29K Sell
188
-1,053
-85% -$161K ﹤0.01% 550
2022
Q4 		$188K Buy
1,241
+619
+100% +$92.3K 0.01% 373
2022
Q3 		$84K Buy
622
+500
+410% +$74.4K 0.01% 439
2022
Q2 		$18K Hold
122
– – ﹤0.01% 594
2022
Q1 		$20K Buy
+122
New +$19.7K ﹤0.01% 612

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

GHP Investment Advisors's VIG Position: Q2 2026 in Review

GHP Investment Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.45% in Q2 2026, buying an estimated $2.3K and bringing the position to 2,235 shares worth $529K. The position accounts for 0.02% of the portfolio, ranked #323.

GHP Investment Advisors first reported a position in VIG in Q1 2022 and has held it in 18 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • GHP Investment Advisors held 2,235 shares of Vanguard Dividend Appreciation ETF worth $529K as of Q2 2026.
  • GHP Investment Advisors bought 10 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.3K.
  • Vanguard Dividend Appreciation ETF made up 0.02% of GHP Investment Advisors's portfolio in Q2 2026, its #323 holding.
  • GHP Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.