Redwood Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Redwood Investment Management’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	$467K	Buy	1,973 +9	+0.5%	+$2.07K	0.05%	271
2026 Q1	$422K	Buy	1,964 +8	+0.4%	+$1.78K	0.05%	241
2025 Q4	$430K	Buy	1,956 +15	+0.8%	+$3.28K	0.05%	269
2025 Q3	$419K	Buy	1,941 +9	+0.5%	+$1.89K	0.05%	248
2025 Q2	$395K	Hold	1,932	–	–	0.04%	249
2025 Q1	$375K	Buy	+1,932	New	+$384K	0.04%	250

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

Redwood Investment Management's VIG Position: Q2 2026 in Review

Redwood Investment Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.46% in Q2 2026, buying an estimated $2.07K and bringing the position to 1,973 shares worth $467K. The position accounts for 0.05% of the portfolio, ranked #271.

Redwood Investment Management first reported a position in VIG in Q1 2025 and has held it in 6 quarters since. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Redwood Investment Management held 1,973 shares of Vanguard Dividend Appreciation ETF worth $467K as of Q2 2026.
Redwood Investment Management bought 9 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.07K.
Vanguard Dividend Appreciation ETF made up 0.05% of Redwood Investment Management's portfolio in Q2 2026, its #271 holding.
Redwood Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 6 quarters since.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.