Interchange Capital Partners
VIG icon

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

Interchange 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
Q3 		$492K Hold
2,107
– – 0.08% 210
2026
Q2 		$498K Buy
2,107
+144
+7% +$33.1K 0.09% 208
2026
Q1 		$381K Sell
1,963
-140
-7% -$31.2K 0.12% 175
2025
Q4 		$462K Sell
2,103
-34
-2% -$7.43K 0.09% 213
2025
Q3 		$461K Buy
2,137
+1
+0% +$210 0.09% 197
2025
Q2 		$437K Buy
2,136
+173
+9% +$33.5K 0.1% 166
2025
Q1 		$381K Buy
1,963
+4
+0.2% +$795 0.11% 171
2024
Q4 		$384K Sell
1,959
-10
-0.5% -$2K 0.14% 161
2024
Q3 		$390K Sell
1,969
-14
-0.7% -$2.67K 0.14% 168
2024
Q2 		$362K Buy
+1,983
New +$357K 0.13% 170
2023
Q2 		– Sell
-1,511
Closed -$233K – 223
2023
Q1 		$233K Buy
+1,511
New +$231K 0.13% 178
2021
Q4 		– Sell
-2,191
Closed -$336K – 195
2021
Q3 		$336K Hold
2,191
– – 0.56% 67
2021
Q2 		$339K Hold
2,191
– – 0.52% 69
2021
Q1 		$322K Sell
2,191
-15
-0.7% -$2.13K 0.17% 163
2020
Q4 		$311K Buy
+2,206
New +$299K 0.17% 149

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Wealth Enhancement Advisory Services
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Howard Capital Management
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Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Interchange Capital Partners's VIG Position: Q3 2026 in Review

Interchange Capital Partners held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 2,107 shares worth $492K. The position accounts for 0.08% of the portfolio, ranked #210.

Interchange Capital Partners first reported a position in VIG in Q4 2020 and has held it in 15 quarters since. The position peaked at $498K in Q2 2026. 1,282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Interchange Capital Partners held 2,107 shares of Vanguard Dividend Appreciation ETF worth $492K as of Q3 2026.
  • Interchange Capital Partners left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
  • Vanguard Dividend Appreciation ETF made up 0.08% of Interchange Capital Partners's portfolio in Q3 2026, its #210 holding.
  • Interchange Capital Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 15 quarters since.
  • Interchange Capital Partners's Vanguard Dividend Appreciation ETF position peaked at $498K in Q2 2026.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.