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Shepherd Financial Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Shepherd Financial Partners’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 		$549K Buy
2,321
+264
+13% +$60.6K 0.05% 160
2026
Q1 		$442K Buy
2,057
+1
+0% +$223 0.04% 166
2025
Q4 		$452K Buy
2,056
+1
+0% +$218 0.04% 166
2025
Q3 		$443K Buy
2,055
+1
+0% +$210 0.04% 166
2025
Q2 		$420K Sell
2,054
-2,253
-52% -$437K 0.04% 169
2025
Q1 		$835K Buy
4,307
+2,254
+110% +$448K 0.1% 114
2024
Q4 		$402K Buy
2,053
+2
+0.1% +$399 0.05% 157
2024
Q3 		$406K Sell
2,051
-397
-16% -$75.6K 0.05% 158
2024
Q2 		$447K Hold
2,448
– – 0.06% 153
2024
Q1 		$447K Sell
2,448
-348
-12% -$61.1K 0.06% 159
2023
Q4 		$476K Buy
2,796
+1,110
+66% +$179K 0.07% 142
2023
Q3 		$262K Buy
1,686
+276
+20% +$44.7K 0.04% 172
2023
Q2 		$229K Sell
1,410
-690
-33% -$108K 0.04% 176
2023
Q1 		$323K Buy
2,100
+4
+0.2% +$613 0.05% 152
2022
Q4 		$318K Buy
2,096
+272
+15% +$40.5K 0.06% 144
2022
Q3 		$247K Buy
1,824
+78
+4% +$11.6K 0.05% 145
2022
Q2 		$250K Sell
1,746
-95
-5% -$14.5K 0.05% 149
2022
Q1 		$298K Buy
1,841
+448
+32% +$72.3K 0.05% 139
2021
Q4 		$239K Buy
+1,393
New +$230K 0.04% 143
2021
Q3 		– Sell
-1,436
Closed -$222K – 154
2021
Q2 		$222K Buy
+1,436
New +$220K 0.04% 142

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

Shepherd Financial Partners's VIG Position: Q2 2026 in Review

Shepherd Financial Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 13% in Q2 2026, buying an estimated $60.6K and bringing the position to 2,321 shares worth $549K. The position accounts for 0.05% of the portfolio, ranked #160.

Shepherd Financial Partners first reported a position in VIG in Q2 2021 and has held it in 20 quarters since. The position peaked at $835K in Q1 2025. 2,592 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Shepherd Financial Partners held 2,321 shares of Vanguard Dividend Appreciation ETF worth $549K as of Q2 2026.
  • Shepherd Financial Partners bought 264 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $60.6K.
  • Vanguard Dividend Appreciation ETF made up 0.05% of Shepherd Financial Partners's portfolio in Q2 2026, its #160 holding.
  • Shepherd Financial Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 20 quarters since.
  • Shepherd Financial Partners's Vanguard Dividend Appreciation ETF position peaked at $835K in Q1 2025.
  • 2,592 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.