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Simon Quick Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Simon Quick 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 		$4.39M Buy
18,570
+399
+2% +$91.6K 0.18% 92
2026
Q1 		$3.91M Sell
18,171
-150
-0.8% -$33.4K 0.18% 90
2025
Q4 		$4.03M Buy
18,321
+1,558
+9% +$340K 0.18% 85
2025
Q3 		$3.62M Buy
16,763
+449
+3% +$94.3K 0.16% 92
2025
Q2 		$3.34M Sell
16,314
-375
-2% -$72.7K 0.17% 86
2025
Q1 		$3.24M Sell
16,689
-219
-1% -$43.5K 0.18% 61
2024
Q4 		$3.31M Buy
16,908
+254
+2% +$50.7K 0.2% 55
2024
Q3 		$3.3M Sell
16,654
-123
-0.7% -$23.4K 0.21% 54
2024
Q2 		$3.06M Sell
16,777
-82
-0.5% -$14.8K 0.22% 57
2024
Q1 		$3.08M Sell
16,859
-1,452
-8% -$255K 0.23% 56
2023
Q4 		$3.12M Sell
18,311
-7,640
-29% -$1.23M 0.28% 55
2023
Q3 		$4.03M Sell
25,951
-424
-2% -$68.7K 0.38% 42
2023
Q2 		$4.28M Sell
26,375
-332
-1% -$52K 0.4% 42
2023
Q1 		$4.11M Sell
26,707
-24
-0.1% -$3.68K 0.45% 40
2022
Q4 		$4.06M Sell
26,731
-3,133
-10% -$467K 0.48% 38
2022
Q3 		$4.04M Buy
29,864
+374
+1% +$55.7K 0.57% 33
2022
Q2 		$4.54M Buy
29,490
+18
+0.1% +$2.74K 0.59% 31
2022
Q1 		$4.78M Sell
29,472
-582
-2% -$93.9K 1.35% 12
2021
Q4 		$5.16M Buy
30,054
+16
+0.1% +$2.64K 1.38% 14
2021
Q3 		$4.61M Sell
30,038
-423
-1% -$67.4K 1.19% 15
2021
Q2 		$4.71M Sell
30,461
-1,432
-4% -$220K 1.25% 14
2021
Q1 		$4.69M Sell
31,893
-1,659
-5% -$236K 1.38% 15
2020
Q4 		$4.74M Buy
33,552
+10,038
+43% +$1.36M 1.43% 14
2020
Q3 		$3.02M Buy
23,514
+1,145
+5% +$144K 0.86% 18
2020
Q2 		$2.62M Buy
22,369
+7,672
+52% +$873K 0.99% 19
2020
Q1 		$1.52M Buy
14,697
+2,376
+19% +$284K 0.56% 29
2019
Q4 		$1.54M Buy
12,321
+3,891
+46% +$471K 0.56% 31
2019
Q3 		$1.01M Buy
8,430
+1,037
+14% +$122K 0.45% 29
2019
Q2 		$851K Sell
7,393
-248
-3% -$27.8K 0.43% 29
2019
Q1 		$838K Buy
7,641
+1,823
+31% +$192K 0.35% 29
2018
Q4 		$570K Buy
5,818
+265
+5% +$27.6K 0.21% 43
2018
Q3 		$615K Buy
5,553
+330
+6% +$35.5K 0.25% 37
2018
Q2 		$530K Sell
5,223
-22,935
-81% -$2.34M 0.23% 41
2018
Q1 		$2.85M Sell
28,158
-3,113
-10% -$323K 1.19% 17
2017
Q4 		$3.35M Sell
31,271
-7,600
-20% -$748K 1.5% 16
2017
Q3 		$3.69M Sell
38,871
-1,735
-4% -$162K 1.34% 17
2017
Q2 		$3.76M Sell
40,606
-2,831
-7% -$260K 2.13% 14
2017
Q1 		$3.91M Buy
43,437
+1,271
+3% +$113K 2.31% 13
2016
Q4 		$3.59M Buy
+42,166
New +$3.55M 2.68% 8

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

Simon Quick Advisors's VIG Position: Q2 2026 in Review

Simon Quick Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.2% in Q2 2026, buying an estimated $91.6K and bringing the position to 18,570 shares worth $4.39M. The position accounts for 0.18% of the portfolio, ranked #92.

Simon Quick Advisors first reported a position in VIG in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.16M in Q4 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Simon Quick Advisors held 18,570 shares of Vanguard Dividend Appreciation ETF worth $4.39M as of Q2 2026.
  • Simon Quick Advisors bought 399 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $91.6K.
  • Vanguard Dividend Appreciation ETF made up 0.18% of Simon Quick Advisors's portfolio in Q2 2026, its #92 holding.
  • Simon Quick Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 39 quarters since.
  • Simon Quick Advisors's Vanguard Dividend Appreciation ETF position peaked at $5.16M in Q4 2021.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.