Harbour Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Harbour Investments’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	$43.7M	Buy	184,786 +1,485	+0.8%	+$341K	0.59%	31
2026 Q1	$39.4M	Buy	183,301 +124,535	+212%	+$27.8M	0.61%	31
2025 Q4	$12.9M	Buy	58,766 +1,504	+3%	+$329K	0.26%	71
2025 Q3	$12.4M	Buy	57,262 +580	+1%	+$122K	0.28%	65
2025 Q2	$11.6M	Sell	56,682 -101	-0.2%	-$19.6K	0.29%	59
2025 Q1	$11M	Buy	56,783 +1,117	+2%	+$222K	0.32%	54
2024 Q4	$10.9M	Buy	55,666 +5,062	+10%	+$1.01M	0.31%	56
2024 Q3	$10M	Sell	50,604 -9,024	-15%	-$1.72M	0.3%	54
2024 Q2	$10.9M	Buy	59,628 +531	+0.9%	+$95.6K	0.37%	41
2024 Q1	$10.8M	Buy	59,097 +2,658	+5%	+$467K	0.38%	42
2023 Q4	$9.62M	Buy	56,439 +3,634	+7%	+$585K	0.4%	40
2023 Q3	$8.2M	Buy	52,805 +1,371	+3%	+$222K	0.41%	39
2023 Q2	$8.35M	Buy	51,434 +451	+0.9%	+$70.6K	0.41%	39
2023 Q1	$7.85M	Buy	50,983 +7,234	+17%	+$1.11M	0.43%	37
2022 Q4	$6.64M	Sell	43,749 -11,298	-21%	-$1.68M	0.41%	41
2022 Q3	$7.9M	Hold	55,047	–	–	0.53%	33
2022 Q2	$7.9M	Buy	+55,047	New	+$8.38M	0.53%	33
2021 Q4	$8.96M	Sell	52,153 -93,956	-64%	-$15.5M	0.53%	33
2021 Q3	$22.4M	Buy	146,109 +2,221	+2%	+$354K	0.72%	29
2021 Q2	$22.3M	Buy	143,888 +10,330	+8%	+$1.59M	0.71%	29
2021 Q1	$19.6M	Buy	+133,558	New	+$19M	0.71%	27

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

Harbour Investments's VIG Position: Q2 2026 in Review

Harbour Investments increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.81% in Q2 2026, buying an estimated $341K and bringing the position to 184,786 shares worth $43.7M. The position accounts for 0.59% of the portfolio, ranked #31.

Harbour Investments first reported a position in VIG in Q1 2021 and has held it in 21 quarters since. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Harbour Investments held 184,786 shares of Vanguard Dividend Appreciation ETF worth $43.7M as of Q2 2026.
Harbour Investments bought 1,485 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $341K.
Vanguard Dividend Appreciation ETF made up 0.59% of Harbour Investments's portfolio in Q2 2026, its #31 holding.
Harbour Investments first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 21 quarters since.
2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.