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Shelter Rock Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Shelter Rock 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 		$425K Sell
1,796
-136
-7% -$31.2K 0.41% 25
2026
Q1 		$416K Buy
1,932
+1
+0.1% +$223 0.44% 23
2025
Q4 		$424K Buy
+1,931
New +$422K 0.43% 29

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

Shelter Rock Management's VIG Position: Q2 2026 in Review

Shelter Rock Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7% in Q2 2026, selling an estimated $31.2K and leaving 1,796 shares worth $425K. The position accounts for 0.41% of the portfolio, ranked #25.

Shelter Rock Management first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Shelter Rock Management held 1,796 shares of Vanguard Dividend Appreciation ETF worth $425K as of Q2 2026.
  • Shelter Rock Management sold 136 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $31.2K.
  • Vanguard Dividend Appreciation ETF made up 0.41% of Shelter Rock Management's portfolio in Q2 2026, its #25 holding.
  • Shelter Rock Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Shelter Rock Management's 13F filing for Q2 2026, filed 13 Jul 2026.