Impact Capital Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Impact Capital 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	$1.9M	Sell	8,043 -46	-0.6%	-$10.6K	0.52%	47
2026 Q1	$1.74M	Sell	8,089 -215	-3%	-$47.9K	0.53%	48
2025 Q4	$1.83M	Sell	8,304 -75	-0.9%	-$16.4K	0.54%	44
2025 Q3	$1.81M	Buy	8,379 +451	+6%	+$94.7K	0.54%	43
2025 Q2	$1.62M	Buy	7,928 +1,026	+15%	+$199K	0.53%	49
2025 Q1	$1.34M	Buy	6,902 +1,005	+17%	+$200K	0.49%	52
2024 Q4	$1.15M	Buy	+5,897	New	+$1.18M	0.41%	57

Other funds holding VIG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Impact Capital Partners's VIG Position: Q2 2026 in Review

Impact Capital Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.57% in Q2 2026, selling an estimated $10.6K and leaving 8,043 shares worth $1.9M. The position accounts for 0.52% of the portfolio, ranked #47.

Impact Capital Partners first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 873 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Impact Capital Partners held 8,043 shares of Vanguard Dividend Appreciation ETF worth $1.9M as of Q2 2026.
Impact Capital Partners sold 46 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $10.6K.
Vanguard Dividend Appreciation ETF made up 0.52% of Impact Capital Partners's portfolio in Q2 2026, its #47 holding.
Impact Capital Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
873 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.