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Johnson Bixby & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Johnson Bixby & Associates’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 		$2.19M Sell
9,236
-143
-2% -$32.8K 0.24% 37
2026
Q1 		$2.02M Sell
9,379
-1,432
-13% -$319K 0.25% 39
2025
Q4 		$2.38M Sell
10,811
-1,947
-15% -$425K 0.29% 36
2025
Q3 		$2.75M Sell
12,758
-1,244
-9% -$261K 0.35% 31
2025
Q2 		$2.87M Sell
14,002
-622
-4% -$121K 0.39% 31
2025
Q1 		$2.84M Sell
14,624
-2,067
-12% -$411K 0.42% 28
2024
Q4 		$3.27M Sell
16,691
-110
-0.7% -$22K 0.5% 28
2024
Q3 		$3.33M Sell
16,801
-1,320
-7% -$251K 0.51% 28
2024
Q2 		$3.31M Sell
18,121
-466
-3% -$83.9K 0.55% 25
2024
Q1 		$3.39M Sell
18,587
-365
-2% -$64.1K 0.59% 24
2023
Q4 		$3.23M Sell
18,952
-1,582
-8% -$255K 0.61% 24
2023
Q3 		$3.19M Sell
20,534
-730
-3% -$118K 0.67% 23
2023
Q2 		$3.45M Sell
21,264
-605
-3% -$94.7K 0.72% 23
2023
Q1 		$3.37M Sell
21,869
-271
-1% -$41.5K 0.74% 23
2022
Q4 		$3.36M Sell
22,140
-1,229
-5% -$183K 0.78% 22
2022
Q3 		$3.16M Sell
23,369
-1,163
-5% -$173K 0.79% 23
2022
Q2 		$3.52M Sell
24,532
-726
-3% -$110K 0.86% 25
2022
Q1 		$4.1M Buy
25,258
+62
+0.2% +$10K 1.06% 20
2021
Q4 		$4.33M Sell
25,196
-784
-3% -$129K 1.15% 20
2021
Q3 		$3.99M Sell
25,980
-226
-0.9% -$36K 1.16% 21
2021
Q2 		$4.21M Sell
26,206
-2,247
-8% -$345K 1.22% 21
2021
Q1 		$4.18M Sell
28,453
-49,104
-63% -$6.99M 1.32% 17
2020
Q4 		$10.9M Buy
+77,557
New +$10.5M 3.62% 8

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Johnson Bixby & Associates's VIG Position: Q2 2026 in Review

Johnson Bixby & Associates reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.5% in Q2 2026, selling an estimated $32.8K and leaving 9,236 shares worth $2.19M. The position accounts for 0.24% of the portfolio, ranked #37.

Johnson Bixby & Associates first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.9M in Q4 2020. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Johnson Bixby & Associates held 9,236 shares of Vanguard Dividend Appreciation ETF worth $2.19M as of Q2 2026.
  • Johnson Bixby & Associates sold 143 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $32.8K.
  • Vanguard Dividend Appreciation ETF made up 0.24% of Johnson Bixby & Associates's portfolio in Q2 2026, its #37 holding.
  • Johnson Bixby & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
  • Johnson Bixby & Associates's Vanguard Dividend Appreciation ETF position peaked at $10.9M in Q4 2020.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.