J. Safra Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

J. Safra Asset Management’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	$236	Sell	1 -1,633	-100%	-$375K	﹤0.01%	632
2026 Q1	$351K	Buy	1,634 +6	+0.4%	+$1.34K	0.02%	186
2025 Q4	$358K	Buy	+1,628	New	+$356K	0.02%	179
2025 Q1	–	Sell	-2,910	Closed	-$570K	–	396
2024 Q4	$570K	Buy	+2,910	New	+$581K	0.05%	55

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

J. Safra Asset Management's VIG Position: Q2 2026 in Review

J. Safra Asset Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 100% in Q2 2026, selling an estimated $375K and leaving 1 share worth $236. The position accounts for ﹤0.01% of the portfolio, ranked #632.

J. Safra Asset Management first reported a position in VIG in Q4 2024 and has held it in 4 quarters since. The position peaked at $570K in Q4 2024. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

J. Safra Asset Management held 1 share of Vanguard Dividend Appreciation ETF worth $236 as of Q2 2026.
J. Safra Asset Management sold 1,633 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $375K.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #632 holding.
J. Safra Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 4 quarters since.
J. Safra Asset Management's Vanguard Dividend Appreciation ETF position peaked at $570K in Q4 2024.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.