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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Shepherd Financial Partners's VIG Position: Q1 2026 in Review

Shepherd Financial Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.05% in Q1 2026, buying an estimated $223 and bringing the position to 2,057 shares worth $442K. The position accounts for 0.04% of the portfolio, ranked #166.

Shepherd Financial Partners first reported a position in VIG in Q2 2021 and has held it in 19 quarters since. The position peaked at $835K in Q1 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Shepherd Financial Partners held 2,057 shares of Vanguard Dividend Appreciation ETF worth $442K as of Q1 2026.
Shepherd Financial Partners bought 1 Vanguard Dividend Appreciation ETF share in Q1 2026, an estimated $223.
Vanguard Dividend Appreciation ETF made up 0.04% of Shepherd Financial Partners's portfolio in Q1 2026, its #166 holding.
Shepherd Financial Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 19 quarters since.
Shepherd Financial Partners's Vanguard Dividend Appreciation ETF position peaked at $835K in Q1 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.