River Street Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

River Street 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	$664K	Buy	2,808 +384	+16%	+$88.2K	0.2%	100
2026 Q1	$521K	Sell	2,424 -40	-2%	-$8.92K	0.18%	110
2025 Q4	$542K	Sell	2,464 -25	-1%	-$5.46K	0.2%	101
2025 Q3	$537K	Hold	2,489	–	–	0.21%	101
2025 Q2	$509K	Buy	2,489 +70	+3%	+$13.6K	0.22%	101
2025 Q1	$469K	Sell	2,419 -17	-0.7%	-$3.38K	0.23%	95
2024 Q4	$477K	Sell	2,436 -34	-1%	-$6.79K	0.24%	92
2024 Q3	$489K	Sell	2,470 -43	-2%	-$8.19K	0.27%	91
2024 Q2	$459K	Sell	2,513 -154	-6%	-$27.7K	0.28%	94
2024 Q1	$487K	Buy	2,667 +1	+0%	+$176	0.33%	82
2023 Q4	$454K	Buy	2,666 +8	+0.3%	+$1.29K	0.36%	78
2023 Q3	$413K	Buy	2,658 +1	+0%	+$162	0.39%	77
2023 Q2	$432K	Sell	2,657 -99	-4%	-$15.5K	0.41%	78
2023 Q1	$424K	Sell	2,756 -778	-22%	-$119K	0.42%	77
2022 Q4	$537K	Buy	+3,534	New	+$527K	0.57%	60

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

River Street Advisors's VIG Position: Q2 2026 in Review

River Street Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 16% in Q2 2026, buying an estimated $88.2K and bringing the position to 2,808 shares worth $664K. The position accounts for 0.2% of the portfolio, ranked #100.

River Street Advisors first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 949 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

River Street Advisors held 2,808 shares of Vanguard Dividend Appreciation ETF worth $664K as of Q2 2026.
River Street Advisors bought 384 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $88.2K.
Vanguard Dividend Appreciation ETF made up 0.2% of River Street Advisors's portfolio in Q2 2026, its #100 holding.
River Street Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
949 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.