Jamison Private Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Jamison Private Wealth 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	$736K	Hold	3,112	–	–	0.07%	135
2026 Q1	$669K	Hold	3,112	–	–	0.08%	136
2025 Q4	$684K	Buy	3,112 +9	+0.3%	+$1.97K	0.08%	132
2025 Q3	$670K	Buy	3,103 +1	+0%	+$210	0.08%	138
2025 Q2	$635K	Buy	3,102 +1,053	+51%	+$204K	0.09%	132
2025 Q1	$397K	Buy	2,049 +6	+0.3%	+$1.19K	0.06%	157
2024 Q4	$400K	Buy	2,043 +9	+0.4%	+$1.8K	0.06%	159
2024 Q3	$403K	Buy	2,034 +6	+0.3%	+$1.14K	0.06%	144
2024 Q2	$370K	Hold	2,028	–	–	0.06%	143
2024 Q1	$370K	Buy	2,028 +5	+0.2%	+$878	0.06%	146
2023 Q4	$345K	Sell	2,023 -8	-0.4%	-$1.29K	0.06%	149
2023 Q3	$316K	Buy	+2,031	New	+$329K	0.07%	146

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

Jamison Private Wealth Management's VIG Position: Q2 2026 in Review

Jamison Private Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 3,112 shares worth $736K. The position accounts for 0.07% of the portfolio, ranked #135.

Jamison Private Wealth Management first reported a position in VIG in Q3 2023 and has held it in 12 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Jamison Private Wealth Management held 3,112 shares of Vanguard Dividend Appreciation ETF worth $736K as of Q2 2026.
Jamison Private Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.07% of Jamison Private Wealth Management's portfolio in Q2 2026, its #135 holding.
Jamison Private Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 12 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.