Holistic Financial Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Holistic Financial 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	–	Sell	-931	Closed	-$200K	–	148
2026 Q1	$200K	Hold	931	–	–	0.07%	143
2025 Q4	$205K	Hold	931	–	–	0.07%	131
2025 Q3	$201K	Buy	+931	New	+$196K	0.08%	132

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

Holistic Financial Partners's VIG Position: Q2 2026 in Review

Holistic Financial Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 931 shares — an estimated $200K sold.

Holistic Financial Partners first reported a position in VIG in Q3 2025 and held it in 3 quarters. The position peaked at $205K in Q4 2025. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Holistic Financial Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
Holistic Financial Partners sold 931 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $200K.
Holistic Financial Partners first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and held it in 3 quarters.
Holistic Financial Partners's Vanguard Dividend Appreciation ETF position peaked at $205K in Q4 2025.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.