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Timothy G. Youngquist 2020 Irrevocable Trust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-5,459
Closed -$1.17M – 470
2026
Q1 		$1.17M Buy
+5,459
New +$1.22M 0.51% 56

Other funds holding VIG

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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's VIG Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 5,459 shares — an estimated $1.17M sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in VIG in Q1 2026 and held it in 1 quarter. The position peaked at $1.17M in Q1 2026. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 5,459 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.17M.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Vanguard Dividend Appreciation ETF in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Vanguard Dividend Appreciation ETF position peaked at $1.17M in Q1 2026.
  • 1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.