Golden State Equity Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Golden State Equity 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	$53K	Sell	224 -5,919	-96%	-$1.36M	0.14%	90
2026 Q1	$1.32M	Buy	+6,143	New	+$1.37M	0.1%	235
2025 Q3	–	Sell	-1,030	Closed	-$211K	–	481
2025 Q2	$211K	Sell	1,030 -150	-13%	-$29.1K	0.04%	405
2025 Q1	$229K	Buy	1,180 +44	+4%	+$8.75K	0.05%	387
2024 Q4	$222K	Sell	1,136 -105	-8%	-$21K	0.04%	389
2024 Q3	$246K	Buy	+1,241	New	+$236K	0.04%	370

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 State Equity Partners's VIG Position: Q2 2026 in Review

Golden State Equity Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 96% in Q2 2026, selling an estimated $1.36M and leaving 224 shares worth $53K. The position accounts for 0.14% of the portfolio, ranked #90.

Golden State Equity Partners first reported a position in VIG in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.32M in Q1 2026. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Golden State Equity Partners held 224 shares of Vanguard Dividend Appreciation ETF worth $53K as of Q2 2026.
Golden State Equity Partners sold 5,919 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.36M.
Vanguard Dividend Appreciation ETF made up 0.14% of Golden State Equity Partners's portfolio in Q2 2026, its #90 holding.
Golden State Equity Partners first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 6 quarters since.
Golden State Equity Partners's Vanguard Dividend Appreciation ETF position peaked at $1.32M in Q1 2026.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.