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

Revolve 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 		$909K Sell
3,841
-42
-1% -$9.64K 0.09% 118
2026
Q1 		$835K Sell
3,883
-1,264
-25% -$282K 0.11% 94
2025
Q4 		$1.13M Sell
5,147
-22
-0.4% -$4.81K 0.13% 85
2025
Q3 		$1.12M Sell
5,169
-34
-0.7% -$7.14K 0.13% 82
2025
Q2 		$1.06M Hold
5,203
– – 0.14% 81
2025
Q1 		$1.01M Buy
5,203
+137
+3% +$27.2K 0.15% 80
2024
Q4 		$992K Buy
5,066
+577
+13% +$115K 0.14% 79
2024
Q3 		$889K Buy
4,489
+1,281
+40% +$244K 0.14% 78
2024
Q2 		$586K Sell
3,208
-66
-2% -$11.9K 0.1% 92
2024
Q1 		$598K Sell
3,274
-97
-3% -$17K 0.1% 93
2023
Q4 		$574K Sell
3,371
-723
-18% -$116K 0.11% 83
2023
Q3 		$636K Buy
4,094
+696
+20% +$113K 0.15% 77
2023
Q2 		$552K Sell
3,398
-22
-0.6% -$3.44K 0.13% 77
2023
Q1 		$527K Sell
3,420
-616
-15% -$94.4K 0.13% 78
2022
Q4 		$613K Sell
4,036
-201
-5% -$30K 0.18% 67
2022
Q3 		$573K Buy
4,237
+530
+14% +$78.9K 0.19% 64
2022
Q2 		$532K Buy
3,707
+3
+0.1% +$457 0.17% 67
2022
Q1 		$601K Buy
3,704
+3
+0.1% +$484 0.17% 69
2021
Q4 		$636K Buy
+3,701
New +$610K 0.18% 71

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

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

Revolve Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.1% in Q2 2026, selling an estimated $9.64K and leaving 3,841 shares worth $909K. The position accounts for 0.09% of the portfolio, ranked #118.

Revolve Wealth Partners first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.13M in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Revolve Wealth Partners held 3,841 shares of Vanguard Dividend Appreciation ETF worth $909K as of Q2 2026.
  • Revolve Wealth Partners sold 42 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $9.64K.
  • Vanguard Dividend Appreciation ETF made up 0.09% of Revolve Wealth Partners's portfolio in Q2 2026, its #118 holding.
  • Revolve Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $1.13M in Q4 2025.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.