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&Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

&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 		$144M Buy
607,172
+36,391
+6% +$8.36M 0.59% 25
2026
Q1 		$123M Sell
570,781
-4,604
-0.8% -$1.03M 0.61% 23
2025
Q4 		$128M Buy
575,385
+51,266
+10% +$11.2M 0.67% 22
2025
Q3 		$113M Buy
524,119
+62,509
+14% +$13.1M 0.73% 19
2025
Q2 		$94.5M Buy
461,610
+54,038
+13% +$10.5M 0.73% 18
2025
Q1 		$78.4M Buy
407,572
+107,227
+36% +$21.3M 0.83% 13
2024
Q4 		$58.9M Buy
300,345
+125,445
+72% +$25M 0.71% 18
2024
Q3 		$34.7M Buy
174,900
+73,681
+73% +$14M 0.67% 17
2024
Q2 		$18.4M Buy
101,219
+68,654
+211% +$12.4M 0.8% 16
2024
Q1 		$5.94M Buy
32,565
+9,143
+39% +$1.61M 0.82% 21
2023
Q4 		$4.07M Buy
+23,422
New +$3.77M 0.99% 17
2023
Q3 		– Sell
-1,361
Closed -$221K – 201
2023
Q2 		$221K Hold
1,361
– – 0.1% 158
2023
Q1 		$210K Sell
1,361
-200
-13% -$30.6K 0.1% 160
2022
Q4 		$237K Hold
1,561
– – 0.12% 149
2022
Q3 		$211K Hold
1,561
– – 0.12% 159
2022
Q2 		$224K Sell
1,561
-30
-2% -$4.57K 0.13% 157
2022
Q1 		$253K Hold
1,591
– – 0.14% 150
2021
Q4 		$273K Buy
+1,591
New +$262K 0.16% 139
2021
Q2 		– Sell
-2,198
Closed -$323K – 182
2021
Q1 		$323K Sell
2,198
-200
-8% -$28.5K 0.24% 102
2020
Q4 		$339K Hold
2,398
– – 0.28% 81
2020
Q3 		$309K Hold
2,398
– – 0.31% 76
2020
Q2 		$281K Hold
2,398
– – 0.34% 80
2020
Q1 		$248K Sell
2,398
-50
-2% -$5.97K 0.39% 81
2019
Q4 		$305K Hold
2,448
– – 0.36% 95
2019
Q3 		$293K Hold
2,448
– – 0.38% 96
2019
Q2 		$282K Sell
2,448
-50
-2% -$5.61K 0.39% 88
2019
Q1 		$274K Hold
2,498
– – 0.39% 92
2018
Q4 		$245K Buy
+2,498
New +$261K 0.41% 87

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

&Partners's VIG Position: Q2 2026 in Review

&Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 6.4% in Q2 2026, buying an estimated $8.36M and bringing the position to 607,172 shares worth $144M. The position accounts for 0.59% of the portfolio, ranked #25.

&Partners first reported a position in VIG in Q4 2018 and has held it in 28 quarters since. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • &Partners held 607,172 shares of Vanguard Dividend Appreciation ETF worth $144M as of Q2 2026.
  • &Partners bought 36,391 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $8.36M.
  • Vanguard Dividend Appreciation ETF made up 0.59% of &Partners's portfolio in Q2 2026, its #25 holding.
  • &Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 28 quarters since.
  • 2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.