Isthmus Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Isthmus 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	$287K	Hold	1,211	–	–	0.03%	202
2026 Q1	$260K	Hold	1,211	–	–	0.03%	197
2025 Q4	$266K	Hold	1,211	–	–	0.03%	189
2025 Q3	$261K	Hold	1,211	–	–	0.06%	112
2025 Q2	$248K	Hold	1,211	–	–	0.03%	202
2025 Q1	$235K	Hold	1,211	–	–	0.03%	201
2024 Q4	$237K	Hold	1,211	–	–	0.03%	199
2024 Q3	$240K	Hold	1,211	–	–	0.03%	186
2024 Q2	$221K	Hold	1,211	–	–	0.03%	192
2024 Q1	$221K	Hold	1,211	–	–	0.03%	192
2023 Q4	$206K	Buy	+1,211	New	+$195K	0.03%	194

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Isthmus Partners's VIG Position: Q2 2026 in Review

Isthmus Partners held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,211 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #202.

Isthmus Partners first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Isthmus Partners held 1,211 shares of Vanguard Dividend Appreciation ETF worth $287K as of Q2 2026.
Isthmus Partners left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.03% of Isthmus Partners's portfolio in Q2 2026, its #202 holding.
Isthmus Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.