Obermeyer Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Obermeyer Wealth 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	$884K	Buy	3,736 +200	+6%	+$45.9K	0.04%	129
2026 Q1	$760K	Hold	3,536	–	–	0.04%	135
2025 Q4	$777K	Hold	3,536	–	–	0.04%	136
2025 Q3	$763K	Buy	3,536 +1,811	+105%	+$380K	0.04%	132
2025 Q2	$353K	Buy	1,725 +685	+66%	+$133K	0.02%	197
2025 Q1	$202K	Sell	1,040 -21	-2%	-$4.18K	0.01%	255
2024 Q4	$208K	Sell	1,061 -109	-9%	-$21.8K	0.01%	249
2024 Q3	$232K	Hold	1,170	–	–	0.01%	231
2024 Q2	$214K	Hold	1,170	–	–	0.01%	234
2024 Q1	$214K	Buy	+1,170	New	+$206K	0.01%	234

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

Obermeyer Wealth Partners's VIG Position: Q2 2026 in Review

Obermeyer Wealth Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.7% in Q2 2026, buying an estimated $45.9K and bringing the position to 3,736 shares worth $884K. The position accounts for 0.04% of the portfolio, ranked #129.

Obermeyer Wealth Partners first reported a position in VIG in Q1 2024 and has held it in 10 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Obermeyer Wealth Partners held 3,736 shares of Vanguard Dividend Appreciation ETF worth $884K as of Q2 2026.
Obermeyer Wealth Partners bought 200 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $45.9K.
Vanguard Dividend Appreciation ETF made up 0.04% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #129 holding.
Obermeyer Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 10 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.