Gibson Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gibson Capital’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	$6.51M	Sell	27,509 -30	-0.1%	-$6.89K	1.07%	8
2026 Q1	$5.92M	Hold	27,539	–	–	1.1%	9
2025 Q4	$6.05M	Hold	27,539	–	–	1.11%	8
2025 Q3	$5.94M	Hold	27,539	–	–	1.1%	8
2025 Q2	$5.64M	Sell	27,539 -18	-0.1%	-$3.49K	1.11%	8
2025 Q1	$5.35M	Sell	27,557 -1,387	-5%	-$276K	1.13%	8
2024 Q4	$5.67M	Hold	28,944	–	–	1.16%	8
2024 Q3	$5.73M	Sell	28,944 -858	-3%	-$163K	1.17%	7
2024 Q2	$5.44M	Buy	29,802 +50	+0.2%	+$9K	1.2%	7
2024 Q1	$5.43M	Hold	29,752	–	–	1.19%	8
2023 Q4	$5.07M	Sell	29,752 -1,233	-4%	-$198K	1.19%	8
2023 Q3	$4.81M	Hold	30,985	–	–	1.3%	7
2023 Q2	$5.03M	Sell	30,985 -54,032	-64%	-$8.46M	1.31%	7
2023 Q1	$13.1M	Sell	85,017 -1	-0%	-$153	3.44%	3
2022 Q4	$12.9M	Sell	85,018 -4,855	-5%	-$724K	3.84%	3
2022 Q3	$12.1M	Sell	89,873 -780	-0.9%	-$116K	3.85%	3
2022 Q2	$13M	Sell	90,653 -2,273	-2%	-$346K	3.85%	3
2022 Q1	$15.1M	Sell	92,926 -26,400	-22%	-$4.26M	3.77%	3
2021 Q4	$20.5M	Hold	119,326	–	–	4.76%	3
2021 Q3	$18.3M	Hold	119,326	–	–	4.79%	3
2021 Q2	$18.5M	Hold	119,326	–	–	4.8%	3
2021 Q1	$17.5M	Sell	119,326 -13,220	-10%	-$1.88M	4.9%	3
2020 Q4	$18.7M	Buy	132,546 +452	+0.3%	+$61.3K	5.51%	3
2020 Q3	$17M	Buy	132,094 +13	+0%	+$1.64K	5.66%	3
2020 Q2	$15.5M	Hold	132,081	–	–	5.46%	3
2020 Q1	$13.7M	Sell	132,081 -2,610	-2%	-$311K	5.85%	3
2019 Q4	$16.8M	Hold	134,691	–	–	5.66%	3
2019 Q3	$16.1M	Hold	134,691	–	–	5.82%	3
2019 Q2	$15.5M	Hold	134,691	–	–	5.82%	3
2019 Q1	$14.8M	Hold	134,691	–	–	4.96%	4
2018 Q4	$13.2M	Hold	134,691	–	–	5.14%	4
2018 Q3	$14.9M	Sell	134,691 -934	-0.7%	-$100K	5.07%	3
2018 Q2	$13.8M	Hold	135,625	–	–	4.89%	3
2018 Q1	$13.7M	Sell	135,625 -4,370	-3%	-$453K	4.9%	3
2017 Q4	$14.3M	Hold	139,995	–	–	5.07%	3
2017 Q3	$13.3M	Hold	139,995	–	–	4.75%	4
2017 Q2	$13M	Sell	139,995 -6,950	-5%	-$638K	4.55%	5
2017 Q1	$13.2M	Sell	146,945 -1,100	-0.7%	-$97.5K	4.51%	5
2016 Q4	$12.6M	Hold	148,045	–	–	4.29%	5
2016 Q3	$12.4M	Hold	148,045	–	–	4.37%	5
2016 Q2	$12.3M	Sell	148,045 -3,500	-2%	-$286K	4.34%	5
2016 Q1	$12.3M	Sell	151,545 -3,184	-2%	-$244K	4.42%	5
2015 Q4	$12M	Sell	154,729 -11,775	-7%	-$919K	4.29%	6
2015 Q3	$12.3M	Hold	166,504	–	–	4%	7
2015 Q2	$13.1M	Hold	166,504	–	–	3.98%	7
2015 Q1	$13.4M	Buy	166,504 +112,048	+206%	+$9.09M	3.98%	6
2014 Q4	$4.42M	Buy	54,456 +14,010	+35%	+$1.11M	1.37%	8
2014 Q3	$3.11M	Buy	40,446 +13,591	+51%	+$1.05M	0.98%	9
2014 Q2	$2.09M	Buy	26,855 +21,326	+386%	+$1.63M	0.69%	10
2014 Q1	$416K	Buy	+5,529	New	+$408K	0.15%	16

Other funds holding VIG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Gibson Capital's VIG Position: Q2 2026 in Review

Gibson Capital reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.11% in Q2 2026, selling an estimated $6.89K and leaving 27,509 shares worth $6.51M. The position accounts for 1.07% of the portfolio, ranked #8.

Gibson Capital first reported a position in VIG in Q1 2014 and has held it in 50 quarters since. The position peaked at $20.5M in Q4 2021. 2,368 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Gibson Capital held 27,509 shares of Vanguard Dividend Appreciation ETF worth $6.51M as of Q2 2026.
Gibson Capital sold 30 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $6.89K.
Vanguard Dividend Appreciation ETF made up 1.07% of Gibson Capital's portfolio in Q2 2026, its #8 holding.
Gibson Capital first reported a position in Vanguard Dividend Appreciation ETF in Q1 2014 and has held it in 50 quarters since.
Gibson Capital's Vanguard Dividend Appreciation ETF position peaked at $20.5M in Q4 2021.
2,368 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Gibson Capital's 13F filing for Q2 2026, filed 13 Aug 2026.