Sovran Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sovran 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	$7.57M	Sell	31,728 -368	-1%	-$84.5K	0.56%	36
2026 Q1	$7.34M	Buy	32,096 +1,245	+4%	+$278K	0.58%	41
2025 Q4	$6.95M	Sell	30,851 -906	-3%	-$198K	0.59%	45
2025 Q3	$6.92M	Buy	31,757 +17,652	+125%	+$3.71M	0.61%	41
2025 Q2	$2.91M	Buy	14,105 +9,830	+230%	+$1.91M	0.3%	94
2025 Q1	$786K	Buy	4,275 +175	+4%	+$34.8K	0.1%	212
2024 Q4	$800K	Buy	+4,100	New	+$819K	0.11%	182

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

Sovran Advisors's VIG Position: Q2 2026 in Review

Sovran Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.1% in Q2 2026, selling an estimated $84.5K and leaving 31,728 shares worth $7.57M. The position accounts for 0.56% of the portfolio, ranked #36.

Sovran Advisors first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Sovran Advisors held 31,728 shares of Vanguard Dividend Appreciation ETF worth $7.57M as of Q2 2026.
Sovran Advisors sold 368 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $84.5K.
Vanguard Dividend Appreciation ETF made up 0.56% of Sovran Advisors's portfolio in Q2 2026, its #36 holding.
Sovran Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.