Regent Peak Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Regent Peak Wealth Advisors’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	$393K	Buy	1,662 +5	+0.3%	+$1.15K	0.07%	123
2026 Q1	$356K	Buy	1,657 +4	+0.2%	+$892	0.07%	122
2025 Q4	$363K	Sell	1,653 -40	-2%	-$8.74K	0.07%	119
2025 Q3	$365K	Buy	+1,693	New	+$356K	0.07%	116
2025 Q1	$311K	Buy	1,601 +70	+5%	+$13.9K	0.07%	115
2024 Q4	$300K	Buy	1,531 +156	+11%	+$31.1K	0.07%	125
2024 Q3	$272K	Buy	+1,375	New	+$262K	0.06%	128
2023 Q2	–	Sell	-1,314	Closed	-$202K	–	168
2023 Q1	$202K	Buy	+1,314	New	+$201K	0.06%	152
2021 Q1	–	Sell	-750	Closed	-$106K	–	962
2020 Q4	$106K	Buy	+750	New	+$102K	0.04%	212

Other funds holding VIG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Regent Peak Wealth Advisors's VIG Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.3% in Q2 2026, buying an estimated $1.15K and bringing the position to 1,662 shares worth $393K. The position accounts for 0.07% of the portfolio, ranked #123.

Regent Peak Wealth Advisors first reported a position in VIG in Q4 2020 and has held it in 9 quarters since. 603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Regent Peak Wealth Advisors held 1,662 shares of Vanguard Dividend Appreciation ETF worth $393K as of Q2 2026.
Regent Peak Wealth Advisors bought 5 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.15K.
Vanguard Dividend Appreciation ETF made up 0.07% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #123 holding.
Regent Peak Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 9 quarters since.
603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.