JTC Employer Solutions Trustee’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

JTC Employer Solutions Trustee’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	$325K	Hold	1,375	–	–	0.03%	114
2026 Q1	$296K	Hold	1,375	–	–	0.02%	118
2025 Q4	$302K	Hold	1,375	–	–	0.02%	119
2025 Q3	$297K	Hold	1,375	–	–	0.03%	116
2025 Q2	$281K	Hold	1,375	–	–	0.03%	111
2025 Q1	$267K	Hold	1,375	–	–	0.02%	112
2024 Q4	$269K	Hold	1,375	–	–	0.02%	112
2024 Q3	$272K	Hold	1,375	–	–	0.02%	111
2024 Q2	$251K	Hold	1,375	–	–	0.02%	112
2024 Q1	$251K	Hold	1,375	–	–	0.02%	113
2023 Q4	$235K	Hold	1,375	–	–	0.02%	114
2023 Q3	$214K	Hold	1,375	–	–	0.02%	119
2023 Q2	$223K	Hold	1,375	–	–	0.02%	119
2023 Q1	$212K	Hold	1,375	–	–	0.02%	125
2022 Q4	$209K	Hold	1,375	–	–	0.02%	125
2022 Q3	$186K	Hold	1,375	–	–	0.03%	117
2022 Q2	$197K	Hold	1,375	–	–	0.03%	100
2022 Q1	$223K	Hold	1,375	–	–	0.02%	103
2021 Q4	$236K	Hold	1,375	–	–	0.03%	97
2021 Q3	$211K	Hold	1,375	–	–	0.03%	100
2021 Q2	$213K	Buy	+1,375	New	+$211K	0.03%	90

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

JTC Employer Solutions Trustee's VIG Position: Q2 2026 in Review

JTC Employer Solutions Trustee held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,375 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #114.

JTC Employer Solutions Trustee first reported a position in VIG in Q2 2021 and has held it in 21 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

JTC Employer Solutions Trustee held 1,375 shares of Vanguard Dividend Appreciation ETF worth $325K as of Q2 2026.
JTC Employer Solutions Trustee left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.03% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #114 holding.
JTC Employer Solutions Trustee first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 21 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.