Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$3.43M	Hold	14,490	–	–	0.03%	103
2026 Q1	$3.21M	Hold	14,490	–	–	0.03%	101
2025 Q4	$3.25M	Hold	14,490	–	–	0.03%	103
2025 Q3	$3.15M	Sell	14,490 -45	-0.3%	-$9.45K	0.03%	102
2025 Q2	$2.97M	Sell	14,535 -725	-5%	-$141K	0.03%	106
2025 Q1	$2.84M	Hold	15,260	–	–	0.03%	109
2024 Q4	$3.08M	Hold	15,260	–	–	0.03%	115
2024 Q3	$3.02M	Sell	15,260 -50	-0.3%	-$9.52K	0.03%	118
2024 Q2	$2.92M	Sell	15,310 -18	-0.1%	-$3.24K	0.03%	105
2024 Q1	$2.69M	Buy	15,328 +68	+0.4%	+$11.9K	0.03%	99
2023 Q4	$2.63M	Hold	15,260	–	–	0.03%	101
2023 Q3	$2.39M	Sell	15,260 -1,125	-7%	-$182K	0.03%	105
2023 Q2	$2.66M	Hold	16,385	–	–	0.03%	106
2023 Q1	$2.52M	Buy	16,385 +6,923	+73%	+$1.06M	0.03%	103
2022 Q4	$1.44M	Buy	9,462 +722	+8%	+$108K	0.02%	129
2022 Q3	$1.18M	Hold	8,740	–	–	0.02%	137
2022 Q2	$1.25M	Hold	8,740	–	–	0.02%	140
2022 Q1	$1.42M	Sell	8,740 -683	-7%	-$110K	0.01%	139
2021 Q4	$1.62M	Buy	9,423 +683	+8%	+$113K	0.01%	141
2021 Q3	$1.34M	Sell	8,740 -2,160	-20%	-$344K	0.01%	144
2021 Q2	$1.69M	Hold	10,900	–	–	0.02%	139
2021 Q1	$1.6M	Sell	10,900 -520	-5%	-$74K	0.02%	132
2020 Q4	$1.61M	Hold	11,420	–	–	0.02%	130
2020 Q3	$1.47M	Hold	11,420	–	–	0.02%	123
2020 Q2	$1.34M	Hold	11,420	–	–	0.02%	123
2020 Q1	$1.18M	Sell	11,420 -660	-5%	-$78.8K	0.02%	123
2019 Q4	$1.51M	Sell	12,080 -740	-6%	-$89.5K	0.02%	128
2019 Q3	$1.53M	Hold	12,820	–	–	0.02%	129
2019 Q2	$1.48M	Hold	12,820	–	–	0.02%	132
2019 Q1	$1.41M	Sell	12,820 -850	-6%	-$89.6K	0.02%	135
2018 Q4	$1.34M	Hold	13,670	–	–	0.02%	132
2018 Q3	$1.51M	Buy	13,670 +155	+1%	+$16.7K	0.02%	138
2018 Q2	$1.37M	Sell	13,515 -58	-0.4%	-$5.91K	0.02%	141
2018 Q1	$1.37M	Buy	13,573 +58	+0.4%	+$6.01K	0.02%	140
2017 Q4	$1.38M	Hold	13,515	–	–	0.03%	141
2017 Q3	$1.28M	Sell	13,515 -425	-3%	-$39.7K	0.02%	143
2017 Q2	$1.3M	Hold	13,940	–	–	0.03%	139
2017 Q1	$1.25M	Hold	13,940	–	–	0.03%	140
2016 Q4	$1.19M	Hold	13,940	–	–	0.03%	141
2016 Q3	$1.17M	Hold	13,940	–	–	0.03%	145
2016 Q2	$1.16M	Hold	13,940	–	–	0.03%	141
2016 Q1	$1.13M	Sell	13,940 -3,780	-21%	-$290K	0.03%	143
2015 Q4	$1.38M	Buy	17,720 +16,815	+1,858%	+$1.31M	0.03%	135
2015 Q3	$71K	Hold	905	–	–	﹤0.01%	390
2015 Q2	$71K	Hold	905	–	–	﹤0.01%	390
2015 Q1	$73K	Sell	905 -555	-38%	-$45K	﹤0.01%	396
2014 Q4	$118K	Hold	1,460	–	–	﹤0.01%	338
2014 Q3	$112K	Sell	1,460 -1,575	-52%	-$122K	﹤0.01%	333
2014 Q2	$237K	Sell	3,035 -810	-21%	-$62K	0.01%	253
2014 Q1	$289K	Hold	3,845	–	–	0.01%	230
2013 Q4	$289K	Hold	3,845	–	–	0.01%	229
2013 Q3	$268K	Buy	3,845 +1,575	+69%	+$109K	0.01%	224
2013 Q2	$150K	Buy	+2,270	New	+$152K	﹤0.01%	282

Other funds holding VIG

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VIG Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 14,490 shares worth $3.43M. The position accounts for 0.03% of the portfolio, ranked #103.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VIG in Q2 2013 and has held it in 53 quarters since. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 14,490 shares of Vanguard Dividend Appreciation ETF worth $3.43M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.03% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #103 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 53 quarters since.
1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.