Gradient Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gradient Capital 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	$1.11M	Sell	4,680 -246	-5%	-$56.5K	0.26%	72
2026 Q1	$1.06M	Sell	4,926 -604	-11%	-$135K	0.27%	65
2025 Q4	$1.22M	Sell	5,530 -62	-1%	-$13.5K	0.31%	62
2025 Q3	$1.21M	Buy	5,592 +30	+0.5%	+$6.3K	0.32%	61
2025 Q2	$1.14M	Buy	5,562 +30	+0.5%	+$5.82K	0.34%	58
2025 Q1	$1.07M	Sell	5,532 -88	-2%	-$17.5K	0.35%	56
2024 Q4	$1.1M	Sell	5,620 -111	-2%	-$22.2K	0.35%	56
2024 Q3	$1.14M	Sell	5,731 -2	-0%	-$381	0.38%	57
2024 Q2	$1.05M	Sell	5,733 -168	-3%	-$30.2K	0.37%	57
2024 Q1	$1.08M	Buy	5,901 +16	+0.3%	+$2.81K	0.4%	58
2023 Q4	$1M	Buy	5,885 +19	+0.3%	+$3.06K	0.38%	60
2023 Q3	$911K	Sell	5,866 -70	-1%	-$11.3K	0.38%	58
2023 Q2	$964K	Sell	5,936 -110	-2%	-$17.2K	0.39%	58
2023 Q1	$931K	Sell	6,046 -19	-0.3%	-$2.91K	0.4%	57
2022 Q4	$921K	Buy	6,065 +13	+0.2%	+$1.94K	0.42%	56
2022 Q3	$818K	Buy	6,052 +370	+7%	+$55.1K	0.39%	60
2022 Q2	$815K	Buy	5,682 +11	+0.2%	+$1.67K	0.39%	56
2022 Q1	$920K	Buy	5,671 +184	+3%	+$29.7K	0.39%	57
2021 Q4	$942K	Buy	5,487 +336	+7%	+$55.4K	0.39%	56
2021 Q3	$791K	Buy	5,151 +545	+12%	+$86.9K	0.36%	60
2021 Q2	$713K	Buy	4,606 +985	+27%	+$151K	0.33%	64
2021 Q1	$533K	Sell	3,621 -109	-3%	-$15.5K	0.28%	70
2020 Q4	$527K	Buy	3,730 +153	+4%	+$20.7K	0.3%	64
2020 Q3	$460K	Sell	3,577 -269	-7%	-$33.8K	0.29%	68
2020 Q2	$451K	Buy	3,846 +145	+4%	+$16.5K	0.3%	65
2020 Q1	$383K	Sell	3,701 -132	-3%	-$15.8K	0.31%	65
2019 Q4	$478K	Buy	3,833 +459	+14%	+$55.5K	0.33%	63
2019 Q3	$403K	Sell	3,374 -481	-12%	-$56.7K	0.3%	65
2019 Q2	$444K	Buy	3,855 +443	+13%	+$49.7K	0.34%	58
2019 Q1	$374K	Buy	3,412 +607	+22%	+$64K	0.3%	64
2018 Q4	$275K	Buy	2,805 +735	+36%	+$76.6K	0.24%	73
2018 Q3	$229K	Buy	2,070 +7	+0.3%	+$752	0.19%	82
2018 Q2	$210K	Buy	+2,063	New	+$210K	0.2%	82

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

Gradient Capital Advisors's VIG Position: Q2 2026 in Review

Gradient Capital Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5% in Q2 2026, selling an estimated $56.5K and leaving 4,680 shares worth $1.11M. The position accounts for 0.26% of the portfolio, ranked #72.

Gradient Capital Advisors first reported a position in VIG in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.22M in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Gradient Capital Advisors held 4,680 shares of Vanguard Dividend Appreciation ETF worth $1.11M as of Q2 2026.
Gradient Capital Advisors sold 246 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $56.5K.
Vanguard Dividend Appreciation ETF made up 0.26% of Gradient Capital Advisors's portfolio in Q2 2026, its #72 holding.
Gradient Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2018 and has held it in 33 quarters since.
Gradient Capital Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.22M in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.