Regatta Research & Money Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Regatta Research & Money Management’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	$286K	Buy	+1,210	New	+$278K	0.27%	76

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

Regatta Research & Money Management's VIG Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 1,210 shares worth $286K. The stake represents 0.27% of the portfolio and ranks #76 among its holdings.

2,233 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Regatta Research & Money Management held 1,210 shares of Vanguard Dividend Appreciation ETF worth $286K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Regatta Research & Money Management position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.27% of Regatta Research & Money Management's portfolio in Q2 2026, its #76 holding.
2,233 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.