Grove Street Fiduciary’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Grove Street Fiduciary’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	$7M	Sell	29,601 -787	-3%	-$181K	2.96%	12
2026 Q1	$6.54M	Sell	30,388 -1,163	-4%	-$259K	2.88%	12
2025 Q4	$6.93M	Sell	31,551 -1,069	-3%	-$234K	2.9%	11
2025 Q3	$7.04M	Sell	32,620 -2,152	-6%	-$452K	3.33%	9
2025 Q2	$7.12M	Buy	34,772 +3,933	+13%	+$762K	3.43%	10
2025 Q1	$5.98M	Sell	30,839 -1,338	-4%	-$266K	3.03%	10
2024 Q4	$6.3M	Buy	+32,177	New	+$6.42M	3.31%	9

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

Grove Street Fiduciary's VIG Position: Q2 2026 in Review

Grove Street Fiduciary reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.6% in Q2 2026, selling an estimated $181K and leaving 29,601 shares worth $7M. The position accounts for 2.96% of the portfolio, ranked #12.

Grove Street Fiduciary first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.12M in Q2 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Grove Street Fiduciary held 29,601 shares of Vanguard Dividend Appreciation ETF worth $7M as of Q2 2026.
Grove Street Fiduciary sold 787 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $181K.
Vanguard Dividend Appreciation ETF made up 2.96% of Grove Street Fiduciary's portfolio in Q2 2026, its #12 holding.
Grove Street Fiduciary first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
Grove Street Fiduciary's Vanguard Dividend Appreciation ETF position peaked at $7.12M in Q2 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Grove Street Fiduciary's 13F filing for Q2 2026, filed 23 Jul 2026.