Signature Wealth Management Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Signature Wealth Management 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	$312K	Sell	1,317 -48	-4%	-$11K	0.15%	91
2026 Q1	$294K	Hold	1,365	–	–	0.15%	95
2025 Q4	$300K	Hold	1,365	–	–	0.15%	93
2025 Q3	$295K	Hold	1,365	–	–	0.15%	90
2025 Q2	$279K	Hold	1,365	–	–	0.16%	89
2025 Q1	$265K	Hold	1,365	–	–	0.17%	89
2024 Q4	$267K	Buy	1,365 +29	+2%	+$5.79K	0.18%	85
2024 Q3	$265K	Hold	1,336	–	–	0.19%	84
2024 Q2	$244K	Buy	+1,336	New	+$240K	0.19%	89

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Signature Wealth Management Partners's VIG Position: Q2 2026 in Review

Signature Wealth Management Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.5% in Q2 2026, selling an estimated $11K and leaving 1,317 shares worth $312K. The position accounts for 0.15% of the portfolio, ranked #91.

Signature Wealth Management Partners first reported a position in VIG in Q2 2024 and has held it in 9 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Signature Wealth Management Partners held 1,317 shares of Vanguard Dividend Appreciation ETF worth $312K as of Q2 2026.
Signature Wealth Management Partners sold 48 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $11K.
Vanguard Dividend Appreciation ETF made up 0.15% of Signature Wealth Management Partners's portfolio in Q2 2026, its #91 holding.
Signature Wealth Management Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 9 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.