Portside Wealth Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Portside Wealth 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	$611K	Sell	2,584 -1,825	-41%	-$419K	0.07%	266
2026 Q1	$948K	Sell	4,409 -83	-2%	-$18.5K	0.13%	173
2025 Q4	$987K	Sell	4,492 -71	-2%	-$15.5K	0.13%	168
2025 Q3	$985K	Sell	4,563 -139	-3%	-$29.2K	0.14%	162
2025 Q2	$962K	Sell	4,702 -153	-3%	-$29.7K	0.14%	153
2025 Q1	$942K	Sell	4,855 -10,615	-69%	-$2.11M	0.15%	148
2024 Q4	$3.03M	Sell	15,470 -166	-1%	-$33.1K	0.5%	51
2024 Q3	$3.1M	Buy	15,636 +11,993	+329%	+$2.28M	0.53%	50
2024 Q2	$665K	Sell	3,643 -220	-6%	-$39.6K	0.13%	168
2024 Q1	$705K	Buy	3,863 +284	+8%	+$49.9K	0.13%	168
2023 Q4	$610K	Buy	+3,579	New	+$576K	0.11%	186

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

Portside Wealth Group's VIG Position: Q2 2026 in Review

Portside Wealth Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 41% in Q2 2026, selling an estimated $419K and leaving 2,584 shares worth $611K. The position accounts for 0.07% of the portfolio, ranked #266.

Portside Wealth Group first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.1M in Q3 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Portside Wealth Group held 2,584 shares of Vanguard Dividend Appreciation ETF worth $611K as of Q2 2026.
Portside Wealth Group sold 1,825 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $419K.
Vanguard Dividend Appreciation ETF made up 0.07% of Portside Wealth Group's portfolio in Q2 2026, its #266 holding.
Portside Wealth Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
Portside Wealth Group's Vanguard Dividend Appreciation ETF position peaked at $3.1M in Q3 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.