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

Ridgecrest 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 		$6.94M Sell
29,329
-222
-0.8% -$51K 3.35% 7
2026
Q1 		$6.36M Buy
29,551
+364
+1% +$81.1K 3.51% 8
2025
Q4 		$6.41M Sell
29,187
-8,881
-23% -$1.94M 3.48% 9
2025
Q3 		$8.21M Buy
38,068
+446
+1% +$93.7K 3.71% 7
2025
Q2 		$7.7M Buy
37,622
+5,278
+16% +$1.02M 4.06% 6
2025
Q1 		$6.27M Buy
32,344
+3,069
+10% +$610K 3.29% 7
2024
Q4 		$5.73M Sell
29,275
-146
-0.5% -$29.1K 3.11% 9
2024
Q3 		$5.83M Buy
29,421
+1,365
+5% +$260K 3.04% 10
2024
Q2 		$5.12M Buy
28,056
+1,533
+6% +$276K 3.08% 10
2024
Q1 		$4.84M Buy
26,523
+1,427
+6% +$251K 2.88% 11
2023
Q4 		$4.28M Buy
25,096
+654
+3% +$105K 2.83% 10
2023
Q3 		$3.8M Buy
24,442
+47
+0.2% +$7.62K 2.66% 11
2023
Q2 		$3.96M Sell
24,395
-135
-0.6% -$21.1K 2.62% 12
2023
Q1 		$3.78M Buy
24,530
+450
+2% +$68.9K 2.69% 11
2022
Q4 		$3.66M Buy
24,080
+10,200
+73% +$1.52M 2.78% 11
2022
Q3 		$1.88M Buy
13,880
+4,670
+51% +$695K 1.53% 19
2022
Q2 		$1.32M Buy
9,210
+7,495
+437% +$1.14M 0.96% 27
2022
Q1 		$278K Sell
1,715
-27
-2% -$4.36K 0.18% 91
2021
Q4 		$299K Buy
+1,742
New +$287K 0.15% 102

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

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

Ridgecrest Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.75% in Q2 2026, selling an estimated $51K and leaving 29,329 shares worth $6.94M. The position accounts for 3.35% of the portfolio, ranked #7.

Ridgecrest Wealth Partners first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.21M in Q3 2025. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Ridgecrest Wealth Partners held 29,329 shares of Vanguard Dividend Appreciation ETF worth $6.94M as of Q2 2026.
  • Ridgecrest Wealth Partners sold 222 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $51K.
  • Vanguard Dividend Appreciation ETF made up 3.35% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • Ridgecrest Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • Ridgecrest Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $8.21M in Q3 2025.
  • 2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.