Partners Capital Investment Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Partners Capital Investment Group’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	$1.22M	Buy	5,155 +21	+0.4%	+$4.82K	0.04%	109
2026 Q1	$1.1M	Buy	5,134 +20	+0.4%	+$4.46K	0.04%	115
2025 Q4	$1.12M	Buy	5,114 +41	+0.8%	+$8.96K	0.04%	108
2025 Q3	$1.09M	Buy	5,073 +21	+0.4%	+$4.41K	0.04%	103
2025 Q2	$1.03M	Hold	5,052	–	–	0.04%	108
2025 Q1	$980K	Buy	+5,052	New	+$1M	0.02%	139
2024 Q4	–	Sell	-3,569	Closed	-$707K	–	166
2024 Q3	$707K	Buy	3,569 +18	+0.5%	+$3.43K	0.01%	145
2024 Q2	$648K	Buy	+3,551	New	+$639K	0.01%	152
2024 Q1	–	Sell	-6,823	Closed	-$1.16M	–	264
2023 Q4	$1.16M	Sell	6,823 -33	-0.5%	-$5.31K	0.03%	140
2023 Q3	$1.07M	Sell	6,856 -2,654	-28%	-$430K	0.03%	140
2023 Q2	$1.54M	Buy	+9,510	New	+$1.49M	0.03%	134

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

Partners Capital Investment Group's VIG Position: Q2 2026 in Review

Partners Capital Investment Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.41% in Q2 2026, buying an estimated $4.82K and bringing the position to 5,155 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #109.

Partners Capital Investment Group first reported a position in VIG in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.54M in Q2 2023. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Partners Capital Investment Group held 5,155 shares of Vanguard Dividend Appreciation ETF worth $1.22M as of Q2 2026.
Partners Capital Investment Group bought 21 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $4.82K.
Vanguard Dividend Appreciation ETF made up 0.04% of Partners Capital Investment Group's portfolio in Q2 2026, its #109 holding.
Partners Capital Investment Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and has held it in 11 quarters since.
Partners Capital Investment Group's Vanguard Dividend Appreciation ETF position peaked at $1.54M in Q2 2023.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.