Golden Road Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Golden Road 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	$230K	Buy	+970	New	+$223K	0.11%	64
2025 Q4	–	Sell	-1,731	Closed	-$374K	–	54
2025 Q3	$374K	Buy	+1,731	New	+$364K	0.22%	35
2025 Q1	–	Sell	-1,046	Closed	-$205K	–	40
2024 Q4	$205K	Buy	+1,046	New	+$209K	0.15%	36

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

Golden Road Advisors's VIG Position: Q2 2026 in Review

Golden Road Advisors opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 970 shares worth $230K. The stake represents 0.11% of the portfolio and ranks #64 among its holdings. This is a return to the name: Golden Road Advisors previously reported a position in VIG as recently as Q3 2025.

Golden Road Advisors first reported a position in VIG in Q4 2024 and has held it in 3 quarters since. The position peaked at $374K in Q3 2025. 2,579 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Golden Road Advisors held 970 shares of Vanguard Dividend Appreciation ETF worth $230K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Golden Road Advisors position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.11% of Golden Road Advisors's portfolio in Q2 2026, its #64 holding.
Golden Road Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 3 quarters since.
Golden Road Advisors's Vanguard Dividend Appreciation ETF position peaked at $374K in Q3 2025.
2,579 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Golden Road Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.