Leeward Financial Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Leeward Financial Partners’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	$2.44M	Sell	10,309 -2,242	-18%	-$515K	0.64%	44
2026 Q1	$2.7M	Sell	12,551 -10	-0.1%	-$2.23K	0.8%	41
2025 Q4	$2.76M	Hold	12,561	–	–	0.78%	38
2025 Q3	$2.71M	Hold	12,561	–	–	0.77%	37
2025 Q2	$2.57M	Sell	12,561 -9	-0.1%	-$1.74K	0.81%	39
2025 Q1	$2.44M	Sell	12,570 -2,978	-19%	-$592K	0.91%	36
2024 Q4	$3.04M	Hold	15,548	–	–	1.09%	32
2024 Q3	$3.08M	Hold	15,548	–	–	1.16%	29
2024 Q2	$2.84M	Sell	15,548 -1	-0%	-$180	1.15%	29
2024 Q1	$2.84M	Hold	15,549	–	–	1.2%	31
2023 Q4	$2.65M	Sell	15,549 -780	-5%	-$126K	1.28%	28
2023 Q3	$2.54M	Buy	16,329 +30	+0.2%	+$4.86K	1.4%	25
2023 Q2	$2.65M	Buy	16,299 +9	+0.1%	+$1.41K	1.52%	20
2023 Q1	$2.51M	Hold	16,290	–	–	1.54%	26
2022 Q4	$2.47M	Hold	16,290	–	–	1.71%	22
2022 Q3	$2.2M	Hold	16,290	–	–	1.58%	25
2022 Q2	$2.34M	Hold	16,290	–	–	1.6%	24
2022 Q1	$2.64M	Hold	16,290	–	–	1.63%	24
2021 Q4	$2.8M	Buy	+16,290	New	+$2.69M	1.75%	22

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

Leeward Financial Partners's VIG Position: Q2 2026 in Review

Leeward Financial Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 18% in Q2 2026, selling an estimated $515K and leaving 10,309 shares worth $2.44M. The position accounts for 0.64% of the portfolio, ranked #44.

Leeward Financial Partners first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.08M in Q3 2024. 2,579 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Leeward Financial Partners held 10,309 shares of Vanguard Dividend Appreciation ETF worth $2.44M as of Q2 2026.
Leeward Financial Partners sold 2,242 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $515K.
Vanguard Dividend Appreciation ETF made up 0.64% of Leeward Financial Partners's portfolio in Q2 2026, its #44 holding.
Leeward Financial Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
Leeward Financial Partners's Vanguard Dividend Appreciation ETF position peaked at $3.08M in Q3 2024.
2,579 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.