SeaBridge Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

SeaBridge Investment 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	$225K	Hold	949	–	–	0.03%	180
2026 Q1	$204K	Hold	949	–	–	0.03%	185
2025 Q4	$209K	Sell	949 -2	-0.2%	-$437	0.03%	192
2025 Q3	$205K	Buy	+951	New	+$200K	0.03%	196
2025 Q2	–	Sell	-1,371	Closed	-$266K	–	210
2025 Q1	$266K	Sell	1,371 -183	-12%	-$36.4K	0.06%	174
2024 Q4	$304K	Buy	+1,554	New	+$310K	0.06%	169
2020 Q4	–	Sell	-61	Closed	-$8K	–	232
2020 Q3	$8K	Hold	61	–	–	﹤0.01%	237
2020 Q2	$7K	Hold	61	–	–	﹤0.01%	238
2020 Q1	$6K	Hold	61	–	–	﹤0.01%	239
2019 Q4	$8K	Hold	61	–	–	﹤0.01%	236
2019 Q3	$7K	Hold	61	–	–	﹤0.01%	248
2019 Q2	$7K	Hold	61	–	–	﹤0.01%	243
2019 Q1	$7K	Hold	61	–	–	﹤0.01%	236
2018 Q4	$6K	Hold	61	–	–	﹤0.01%	230
2018 Q3	$7K	Hold	61	–	–	﹤0.01%	226
2018 Q2	$6K	Hold	61	–	–	﹤0.01%	240
2018 Q1	$6K	Hold	61	–	–	﹤0.01%	237
2017 Q4	$6K	Sell	61 -9	-13%	-$886	﹤0.01%	241
2017 Q3	$7K	Hold	70	–	–	﹤0.01%	238
2017 Q2	$6K	Hold	70	–	–	﹤0.01%	244
2017 Q1	$6K	Hold	70	–	–	﹤0.01%	243
2016 Q4	$6K	Hold	70	–	–	﹤0.01%	233
2016 Q3	$6K	Hold	70	–	–	﹤0.01%	241
2016 Q2	$6K	Hold	70	–	–	﹤0.01%	249
2016 Q1	$6K	Hold	70	–	–	﹤0.01%	222
2015 Q4	$5K	Hold	70	–	–	﹤0.01%	215
2015 Q3	$5K	Hold	70	–	–	﹤0.01%	213
2015 Q2	$6K	Hold	70	–	–	﹤0.01%	209
2015 Q1	$6K	Hold	70	–	–	﹤0.01%	212
2014 Q4	$6K	Hold	70	–	–	﹤0.01%	218
2014 Q3	$5K	Hold	70	–	–	﹤0.01%	200
2014 Q2	$5K	Hold	70	–	–	﹤0.01%	223
2014 Q1	$5K	Hold	70	–	–	﹤0.01%	201
2013 Q4	$5K	Hold	70	–	–	﹤0.01%	210
2013 Q3	$5K	Buy	+70	New	+$4.84K	﹤0.01%	210

Other funds holding VIG

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SeaBridge Investment Advisors's VIG Position: Q2 2026 in Review

SeaBridge Investment Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 949 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #180.

SeaBridge Investment Advisors first reported a position in VIG in Q3 2013 and has held it in 35 quarters since. The position peaked at $304K in Q4 2024. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

SeaBridge Investment Advisors held 949 shares of Vanguard Dividend Appreciation ETF worth $225K as of Q2 2026.
SeaBridge Investment Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.03% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #180 holding.
SeaBridge Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2013 and has held it in 35 quarters since.
SeaBridge Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $304K in Q4 2024.
1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.