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Richards, Merrill & Peterson’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Richards, Merrill & Peterson’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 		$386K Hold
1,630
– – 0.12% 143
2026
Q1 		$351K Buy
+1,630
New +$363K 0.13% 141

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

Richards, Merrill & Peterson's VIG Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,630 shares worth $386K. The position accounts for 0.12% of the portfolio, ranked #143.

Richards, Merrill & Peterson first reported a position in VIG in Q1 2026 and has held it in 2 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Richards, Merrill & Peterson held 1,630 shares of Vanguard Dividend Appreciation ETF worth $386K as of Q2 2026.
  • Richards, Merrill & Peterson left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.12% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #143 holding.
  • Richards, Merrill & Peterson first reported a position in Vanguard Dividend Appreciation ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.