GLOBALT Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

GLOBALT Investments’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	$56.6M	Sell	239,042 -4,204	-2%	-$965K	1.91%	11
2026 Q1	$52.3M	Buy	243,246 +2,399	+1%	+$535K	1.87%	12
2025 Q4	$52.9M	Sell	240,847 -2,113	-0.9%	-$462K	1.93%	13
2025 Q3	$52.4M	Sell	242,960 -4,392	-2%	-$922K	1.91%	12
2025 Q2	$50.6M	Sell	247,352 -9,525	-4%	-$1.85M	1.94%	12
2025 Q1	$49.8M	Sell	256,877 -9,870	-4%	-$1.96M	2.04%	12
2024 Q4	$52.2M	Sell	266,747 -9,826	-4%	-$1.96M	2%	12
2024 Q3	$54.8M	Sell	276,573 -14,930	-5%	-$2.84M	2.05%	12
2024 Q2	$53.2M	Buy	291,503 +2,659	+0.9%	+$479K	2.13%	12
2024 Q1	$52.7M	Sell	288,844 -4,016	-1%	-$706K	2.1%	13
2023 Q4	$49.9M	Buy	+292,860	New	+$47.1M	2.07%	14

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

GLOBALT Investments's VIG Position: Q2 2026 in Review

GLOBALT Investments reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.7% in Q2 2026, selling an estimated $965K and leaving 239,042 shares worth $56.6M. The position accounts for 1.91% of the portfolio, ranked #11.

GLOBALT Investments first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

GLOBALT Investments held 239,042 shares of Vanguard Dividend Appreciation ETF worth $56.6M as of Q2 2026.
GLOBALT Investments sold 4,204 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $965K.
Vanguard Dividend Appreciation ETF made up 1.91% of GLOBALT Investments's portfolio in Q2 2026, its #11 holding.
GLOBALT Investments first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.