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

Quotient 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	$289K	Buy	1,220 +8	+0.7%	+$1.84K	0.01%	315
2026 Q1	$261K	Buy	1,212 +22	+2%	+$4.9K	0.01%	320
2025 Q4	$262K	Buy	1,190 +56	+5%	+$12.2K	0.01%	300
2025 Q3	$245K	Buy	1,134 +116	+11%	+$24.4K	0.01%	316
2025 Q2	$208K	Buy	+1,018	New	+$197K	0.01%	332
2024 Q1	–	Sell	-1,748	Closed	-$298K	–	319
2023 Q4	$298K	Buy	+1,748	New	+$281K	0.01%	228

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

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

Quotient Wealth Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.66% in Q2 2026, buying an estimated $1.84K and bringing the position to 1,220 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #315.

Quotient Wealth Partners first reported a position in VIG in Q4 2023 and has held it in 6 quarters since. The position peaked at $298K in Q4 2023. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Quotient Wealth Partners held 1,220 shares of Vanguard Dividend Appreciation ETF worth $289K as of Q2 2026.
Quotient Wealth Partners bought 8 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.84K.
Vanguard Dividend Appreciation ETF made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #315 holding.
Quotient Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 6 quarters since.
Quotient Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $298K in Q4 2023.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.