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Greenleaf Trust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Greenleaf Trust’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 		$1.08M Hold
4,554
– – 0.01% 341
2026
Q1 		$979K Hold
4,554
– – 0.01% 340
2025
Q4 		$1M Buy
4,554
+574
+14% +$125K 0.01% 333
2025
Q3 		$859K Buy
3,980
+157
+4% +$33K 0.01% 364
2025
Q2 		$782K Sell
3,823
-45
-1% -$8.72K 0.01% 380
2025
Q1 		$750K Buy
3,868
+46
+1% +$9.15K 0.01% 394
2024
Q4 		$748K Buy
3,822
+45
+1% +$8.98K 0.01% 407
2024
Q3 		$748K Sell
3,777
-347
-8% -$66.1K 0.01% 413
2024
Q2 		$753K Hold
4,124
– – 0.01% 369
2024
Q1 		$753K Sell
4,124
-154
-4% -$27.1K 0.01% 359
2023
Q4 		$729K Sell
4,278
-1,151
-21% -$185K 0.01% 358
2023
Q3 		$844K Buy
5,429
+1,178
+28% +$191K 0.01% 302
2023
Q2 		$690K Buy
4,251
+301
+8% +$47.1K 0.01% 368
2023
Q1 		$608K Hold
3,950
– – 0.01% 396
2022
Q4 		$600K Sell
3,950
-346
-8% -$51.6K 0.01% 396
2022
Q3 		$581K Sell
4,296
-310
-7% -$46.1K 0.01% 363
2022
Q2 		$661K Buy
4,606
+1,043
+29% +$159K 0.01% 316
2022
Q1 		$578K Buy
3,563
+235
+7% +$37.9K 0.01% 379
2021
Q4 		$572K Buy
3,328
+1,005
+43% +$166K 0.01% 382
2021
Q3 		$357K Sell
2,323
-1,089
-32% -$174K ﹤0.01% 519
2021
Q2 		$528K Buy
3,412
+30
+0.9% +$4.61K 0.01% 378
2021
Q1 		$497K Buy
+3,382
New +$481K 0.01% 376
2020
Q3 		– Sell
-12,582
Closed -$1.47M – 583
2020
Q2 		$1.47M Buy
+12,582
New +$1.43M 0.03% 118

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Greenleaf Trust's VIG Position: Q2 2026 in Review

Greenleaf Trust held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 4,554 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #341.

Greenleaf Trust first reported a position in VIG in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.47M in Q2 2020. 1,292 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Greenleaf Trust held 4,554 shares of Vanguard Dividend Appreciation ETF worth $1.08M as of Q2 2026.
  • Greenleaf Trust left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #341 holding.
  • Greenleaf Trust first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and has held it in 23 quarters since.
  • Greenleaf Trust's Vanguard Dividend Appreciation ETF position peaked at $1.47M in Q2 2020.
  • 1,292 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.