Rinkey Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Rinkey Investments’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	$203K	Buy	+859	New	+$197K	0.05%	125
2025 Q4	–	Sell	-1,030	Closed	-$222K	–	142
2025 Q3	$222K	Hold	1,030	–	–	0.06%	117
2025 Q2	$211K	Sell	1,030 -200	-16%	-$38.8K	0.06%	96
2025 Q1	$239K	Hold	1,230	–	–	0.08%	84
2024 Q4	$241K	Sell	1,230 -500	-29%	-$99.8K	0.08%	78
2024 Q3	$343K	Hold	1,730	–	–	0.11%	63
2024 Q2	$316K	Hold	1,730	–	–	0.11%	58
2024 Q1	$316K	Buy	1,730 +260	+18%	+$45.7K	0.12%	58
2023 Q4	$250K	Buy	1,470 +168	+13%	+$27K	0.1%	52
2023 Q3	$202K	Sell	1,302 -1,183	-48%	-$192K	0.09%	47
2023 Q2	$404K	Buy	2,485 +853	+52%	+$134K	0.18%	39
2023 Q1	$251K	Buy	1,632 +205	+14%	+$31.4K	0.13%	45
2022 Q4	$217K	Buy	+1,427	New	+$213K	0.13%	45
2022 Q3	–	Sell	-1,665	Closed	-$254K	–	51
2022 Q2	$254K	Buy	1,665 +61	+4%	+$9.28K	0.22%	33
2022 Q1	$247K	Hold	1,604	–	–	0.24%	30
2021 Q4	$271K	Buy	+1,604	New	+$264K	0.25%	32

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

Rinkey Investments's VIG Position: Q2 2026 in Review

Rinkey Investments opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 859 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #125 among its holdings. This is a return to the name: Rinkey Investments previously reported a position in VIG as recently as Q3 2025.

Rinkey Investments first reported a position in VIG in Q4 2021 and has held it in 16 quarters since. The position peaked at $404K in Q2 2023. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Rinkey Investments held 859 shares of Vanguard Dividend Appreciation ETF worth $203K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Rinkey Investments position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.05% of Rinkey Investments's portfolio in Q2 2026, its #125 holding.
Rinkey Investments first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 16 quarters since.
Rinkey Investments's Vanguard Dividend Appreciation ETF position peaked at $404K in Q2 2023.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.