Great Diamond Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Great Diamond 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	$1.26M	Buy	5,328 +28	+0.5%	+$6.43K	0.22%	106
2026 Q1	$1.14M	Sell	5,300 -60	-1%	-$13.4K	0.22%	105
2025 Q4	$1.18M	Sell	5,360 -248	-4%	-$54.2K	0.23%	104
2025 Q3	$1.21M	Sell	5,608 -225	-4%	-$47.2K	0.23%	100
2025 Q2	$1.19M	Sell	5,833 -131	-2%	-$25.4K	0.25%	94
2025 Q1	$1.16M	Sell	5,964 -62	-1%	-$12.3K	0.32%	77
2024 Q4	$1.18M	Sell	6,026 -75	-1%	-$15K	0.31%	78
2024 Q3	$1.21M	Sell	6,101 -376	-6%	-$71.6K	0.31%	78
2024 Q2	$1.18M	Sell	6,477 -1,253	-16%	-$226K	0.28%	83
2024 Q1	$1.41M	Sell	7,730 -1,395	-15%	-$245K	0.32%	78
2023 Q4	$1.55M	Buy	9,125 +6,056	+197%	+$974K	0.38%	70
2023 Q3	$477K	Buy	+3,069	New	+$497K	0.13%	132
2022 Q2	–	Sell	-7,480	Closed	-$1.21M	–	227
2022 Q1	$1.21M	Sell	7,480 -152	-2%	-$24.5K	0.34%	72
2021 Q4	$1.31M	Sell	7,632 -40	-0.5%	-$6.59K	0.34%	63
2021 Q3	$1.18M	Buy	7,672 +346	+5%	+$55.1K	0.32%	71
2021 Q2	$1.13M	Buy	7,326 +1,402	+24%	+$215K	0.32%	73
2021 Q1	$871K	Buy	+5,924	New	+$843K	0.27%	90
2020 Q1	–	Sell	-499	Closed	-$62K	–	583
2019 Q4	$62K	Buy	+499	New	+$60.4K	0.02%	275

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Great Diamond Partners's VIG Position: Q2 2026 in Review

Great Diamond Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.53% in Q2 2026, buying an estimated $6.43K and bringing the position to 5,328 shares worth $1.26M. The position accounts for 0.22% of the portfolio, ranked #106.

Great Diamond Partners first reported a position in VIG in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.55M in Q4 2023. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Great Diamond Partners held 5,328 shares of Vanguard Dividend Appreciation ETF worth $1.26M as of Q2 2026.
Great Diamond Partners bought 28 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $6.43K.
Vanguard Dividend Appreciation ETF made up 0.22% of Great Diamond Partners's portfolio in Q2 2026, its #106 holding.
Great Diamond Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 18 quarters since.
Great Diamond Partners's Vanguard Dividend Appreciation ETF position peaked at $1.55M in Q4 2023.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.