Great Valley Advisor Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Great Valley Advisor Group’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	$17.7M	Sell	74,635 -1,668	-2%	-$383K	0.28%	88
2026 Q1	$16.4M	Sell	76,303 -6,802	-8%	-$1.52M	0.3%	90
2025 Q4	$18.3M	Sell	83,105 -199	-0.2%	-$43.5K	0.35%	71
2025 Q3	$18M	Sell	83,304 -698	-0.8%	-$147K	0.36%	71
2025 Q2	$17.2M	Buy	84,002 +1,802	+2%	+$349K	0.38%	69
2025 Q1	$15.9M	Buy	82,200 +16,065	+24%	+$3.19M	0.34%	77
2024 Q4	$13M	Buy	66,135 +1,198	+2%	+$239K	0.29%	87
2024 Q3	$12.9M	Buy	64,937 +721	+1%	+$137K	0.32%	80
2024 Q2	$11.7M	Buy	64,216 +929	+1%	+$167K	0.33%	85
2024 Q1	$11.6M	Buy	63,287 +14,385	+29%	+$2.53M	0.35%	74
2023 Q4	$8.33M	Buy	48,902 +2,552	+6%	+$411K	0.29%	87
2023 Q3	$7.2M	Buy	46,350 +340	+0.7%	+$55.1K	0.3%	85
2023 Q2	$7.47M	Buy	46,010 +559	+1%	+$87.5K	0.31%	80
2023 Q1	$7M	Buy	45,451 +2,146	+5%	+$329K	0.33%	82
2022 Q4	$6.58M	Buy	43,305 +460	+1%	+$68.6K	0.34%	77
2022 Q3	$5.79M	Sell	42,845 -3,638	-8%	-$541K	0.32%	75
2022 Q2	$6.67M	Buy	46,483 +6,185	+15%	+$941K	0.37%	70
2022 Q1	$6.54M	Buy	40,298 +123	+0.3%	+$19.8K	0.38%	71
2021 Q4	$6.88M	Buy	40,175 +665	+2%	+$110K	0.43%	59
2021 Q3	$6.07M	Buy	39,510 +448	+1%	+$71.4K	0.42%	60
2021 Q2	$6.04M	Buy	39,062 +5,252	+16%	+$806K	0.45%	54
2021 Q1	$4.97M	Sell	33,810 -3,739	-10%	-$532K	0.48%	44
2020 Q4	$5.3M	Sell	37,549 -557	-1%	-$75.5K	0.55%	40
2020 Q3	$4.9M	Buy	38,106 +293	+0.8%	+$36.9K	0.6%	32
2020 Q2	$4.43M	Buy	37,813 +1,360	+4%	+$155K	0.73%	28
2020 Q1	$3.77M	Sell	36,453 -212	-0.6%	-$25.3K	1%	17
2019 Q4	$4.57M	Sell	36,665 -167	-0.5%	-$20.2K	1.02%	13
2019 Q3	$4.4M	Buy	36,832 +43	+0.1%	+$5.07K	1.06%	14
2019 Q2	$4.24M	Sell	36,789 -297	-0.8%	-$33.3K	1.06%	12
2019 Q1	$4.07M	Buy	37,086 +277	+0.8%	+$29.2K	1.29%	14
2018 Q4	$3.6M	Buy	+36,809	New	+$3.84M	1.35%	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

Great Valley Advisor Group's VIG Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.2% in Q2 2026, selling an estimated $383K and leaving 74,635 shares worth $17.7M. The position accounts for 0.28% of the portfolio, ranked #88.

Great Valley Advisor Group first reported a position in VIG in Q4 2018 and has held it in 31 quarters since. The position peaked at $18.3M in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Great Valley Advisor Group held 74,635 shares of Vanguard Dividend Appreciation ETF worth $17.7M as of Q2 2026.
Great Valley Advisor Group sold 1,668 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $383K.
Vanguard Dividend Appreciation ETF made up 0.28% of Great Valley Advisor Group's portfolio in Q2 2026, its #88 holding.
Great Valley Advisor Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 31 quarters since.
Great Valley Advisor Group's Vanguard Dividend Appreciation ETF position peaked at $18.3M in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.