O'Brien Greene & Co’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

O'Brien Greene & Co’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	$551K	Buy	2,329 +10	+0.4%	+$2.3K	0.15%	89
2026 Q1	$499K	Sell	2,319 -141	-6%	-$31.4K	0.14%	92
2025 Q4	$541K	Buy	2,460 +19	+0.8%	+$4.15K	0.16%	85
2025 Q3	$527K	Sell	2,441 -326	-12%	-$68.5K	0.16%	81
2025 Q2	$566K	Hold	2,767	–	–	0.19%	73
2025 Q1	$537K	Sell	2,767 -144	-5%	-$28.6K	0.18%	73
2024 Q4	$570K	Buy	2,911 +22	+0.8%	+$4.39K	0.19%	74
2024 Q3	$572K	Buy	2,889 +13	+0.5%	+$2.48K	0.18%	77
2024 Q2	$525K	Hold	2,876	–	–	0.17%	83
2024 Q1	$525K	Sell	2,876 -164	-5%	-$28.8K	0.17%	85
2023 Q4	$518K	Buy	3,040 +28	+0.9%	+$4.5K	0.18%	81
2023 Q3	$468K	Buy	3,012 +12	+0.4%	+$1.95K	0.17%	82
2023 Q2	$487K	Hold	3,000	–	–	0.17%	83
2023 Q1	$462K	Sell	3,000 -132	-4%	-$20.2K	0.17%	86
2022 Q4	$476K	Sell	3,132 -6,215	-66%	-$926K	0.18%	86
2022 Q3	$1.26M	Buy	9,347 +6,245	+201%	+$929K	0.17%	93
2022 Q2	$445K	Buy	3,102 +14	+0.5%	+$2.13K	0.17%	89
2022 Q1	$501K	Sell	3,088 -105	-3%	-$16.9K	0.17%	86
2021 Q4	$548K	Buy	3,193 +3	+0.1%	+$494	0.18%	83
2021 Q3	$490K	Sell	3,190 -153	-5%	-$24.4K	0.18%	87
2021 Q2	$517K	Buy	+3,343	New	+$513K	0.18%	82

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

O'Brien Greene & Co's VIG Position: Q2 2026 in Review

O'Brien Greene & Co increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.43% in Q2 2026, buying an estimated $2.3K and bringing the position to 2,329 shares worth $551K. The position accounts for 0.15% of the portfolio, ranked #89.

O'Brien Greene & Co first reported a position in VIG in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.26M in Q3 2022. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

O'Brien Greene & Co held 2,329 shares of Vanguard Dividend Appreciation ETF worth $551K as of Q2 2026.
O'Brien Greene & Co bought 10 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.3K.
Vanguard Dividend Appreciation ETF made up 0.15% of O'Brien Greene & Co's portfolio in Q2 2026, its #89 holding.
O'Brien Greene & Co first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 21 quarters since.
O'Brien Greene & Co's Vanguard Dividend Appreciation ETF position peaked at $1.26M in Q3 2022.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on O'Brien Greene & Co's 13F filing for Q2 2026, filed 6 Aug 2026.