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Rockbridge Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Rockbridge Investment Management’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 		$832K Sell
3,518
-11
-0.3% -$2.53K 0.07% 75
2026
Q1 		$759K Buy
3,529
+11
+0.3% +$2.45K 0.07% 75
2025
Q4 		$773K Hold
3,518
– – 0.07% 71
2025
Q3 		$759K Hold
3,518
– – 0.07% 72
2025
Q2 		$720K Sell
3,518
-43
-1% -$8.33K 0.08% 74
2025
Q1 		$691K Buy
3,561
+43
+1% +$8.55K 0.08% 69
2024
Q4 		$689K Hold
3,518
– – 0.09% 69
2024
Q3 		$697K Sell
3,518
-29
-0.8% -$5.52K 0.09% 66
2024
Q2 		$648K Buy
3,547
+34
+1% +$6.12K 0.09% 65
2024
Q1 		$642K Hold
3,513
– – 0.09% 65
2023
Q4 		$599K Hold
3,513
– – 0.09% 67
2023
Q3 		$546K Hold
3,513
– – 0.1% 67
2023
Q2 		$571K Hold
3,513
– – 0.1% 65
2023
Q1 		$541K Buy
3,513
+258
+8% +$39.5K 0.1% 66
2022
Q4 		$494K Sell
3,255
-144
-4% -$21.5K 0.1% 67
2022
Q3 		$459K Buy
3,399
+144
+4% +$21.4K 0.11% 66
2022
Q2 		$467K Sell
3,255
-558
-15% -$84.9K 0.1% 65
2022
Q1 		$620K Sell
3,813
-605
-14% -$97.6K 0.1% 86
2021
Q4 		$759K Buy
4,418
+21
+0.5% +$3.46K 0.11% 91
2021
Q3 		$675K Hold
4,397
– – 0.11% 81
2021
Q2 		$681K Sell
4,397
-24
-0.5% -$3.68K 0.12% 80
2021
Q1 		$650K Buy
4,421
+605
+16% +$86.1K 0.12% 76
2020
Q4 		$539K Hold
3,816
– – 0.11% 81
2020
Q3 		$491K Hold
3,816
– – 0.12% 84
2020
Q2 		$447K Buy
+3,816
New +$434K 0.12% 82

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

Rockbridge Investment Management's VIG Position: Q2 2026 in Review

Rockbridge Investment Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.31% in Q2 2026, selling an estimated $2.53K and leaving 3,518 shares worth $832K. The position accounts for 0.07% of the portfolio, ranked #75.

Rockbridge Investment Management first reported a position in VIG in Q2 2020 and has held it in 25 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Rockbridge Investment Management held 3,518 shares of Vanguard Dividend Appreciation ETF worth $832K as of Q2 2026.
  • Rockbridge Investment Management sold 11 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.53K.
  • Vanguard Dividend Appreciation ETF made up 0.07% of Rockbridge Investment Management's portfolio in Q2 2026, its #75 holding.
  • Rockbridge Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.