JPG
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Jordan Park Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Jordan Park Group’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 		$8.22M Hold
34,743
– – 0.42% 23
2026
Q1 		$7.47M Hold
34,743
– – 0.4% 23
2025
Q4 		$7.64M Sell
34,743
-9,329
-21% -$2.04M 0.44% 20
2025
Q3 		$9.51M Sell
44,072
-97
-0.2% -$20.4K 0.54% 21
2025
Q2 		$9.04M Sell
44,169
-2,465
-5% -$478K 0.59% 19
2025
Q1 		$9.05M Sell
46,634
-4,339
-9% -$863K 0.66% 17
2024
Q4 		$9.98M Sell
50,973
-18,158
-26% -$3.63M 0.74% 15
2024
Q3 		$13.7M Buy
69,131
+6,910
+11% +$1.32M 0.93% 14
2024
Q2 		$11.4M Sell
62,221
-6,464
-9% -$1.16M 0.87% 14
2024
Q1 		$12.5M Sell
68,685
-1,137
-2% -$200K 0.8% 15
2023
Q4 		$11.9M Hold
69,822
– – 0.82% 17
2023
Q3 		$10.8M Hold
69,822
– – 0.78% 17
2023
Q2 		$11.3M Buy
69,822
+22,860
+49% +$3.58M 0.75% 18
2023
Q1 		$7.23M Sell
46,962
-26,016
-36% -$3.99M 0.47% 21
2022
Q4 		$11.1M Buy
72,978
+37,300
+105% +$5.56M 0.86% 14
2022
Q3 		$4.82M Hold
35,678
– – 0.37% 19
2022
Q2 		$5.12M Buy
35,678
+12,818
+56% +$1.95M 0.5% 20
2022
Q1 		$3.71M Hold
22,860
– – 0.33% 16
2021
Q4 		$3.93M Sell
22,860
-55
-0.2% -$9.06K 0.28% 19
2021
Q3 		$3.52M Buy
+22,915
New +$3.65M 0.16% 24
2020
Q4 		– Sell
-22,860
Closed -$2.94M – 34
2020
Q3 		$2.94M Hold
22,860
– – 0.26% 12
2020
Q2 		$2.68M Hold
22,860
– – 0.26% 15
2020
Q1 		$2.36M Hold
22,860
– – 0.2% 20
2019
Q4 		$2.85M Sell
22,860
-20
-0.1% -$2.42K 0.2% 22
2019
Q3 		$2.74M Buy
22,880
+20
+0.1% +$2.36K 0.22% 22
2019
Q2 		$2.63M Buy
+22,860
New +$2.56M 0.24% 23

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

Jordan Park Group's VIG Position: Q2 2026 in Review

Jordan Park Group held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 34,743 shares worth $8.22M. The position accounts for 0.42% of the portfolio, ranked #23.

Jordan Park Group first reported a position in VIG in Q2 2019 and has held it in 26 quarters since. The position peaked at $13.7M in Q3 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Jordan Park Group held 34,743 shares of Vanguard Dividend Appreciation ETF worth $8.22M as of Q2 2026.
  • Jordan Park Group left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.42% of Jordan Park Group's portfolio in Q2 2026, its #23 holding.
  • Jordan Park Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2019 and has held it in 26 quarters since.
  • Jordan Park Group's Vanguard Dividend Appreciation ETF position peaked at $13.7M in Q3 2024.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Jordan Park Group's 13F filing for Q2 2026, filed 11 Aug 2026.