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Spinnaker Investment Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Spinnaker Investment Group’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 		$2.22M Buy
9,396
+254
+3% +$58.3K 0.36% 30
2026
Q1 		$1.97M Sell
9,142
-655
-7% -$146K 0.4% 25
2025
Q4 		$2.15M Sell
9,797
-110
-1% -$24K 0.39% 25
2025
Q3 		$2.14M Buy
9,907
+515
+5% +$108K 0.4% 20
2025
Q2 		$1.92M Sell
9,392
-1,864
-17% -$361K 0.45% 17
2025
Q1 		$2.18M Buy
11,256
+416
+4% +$82.7K 0.49% 20
2024
Q4 		$2.12M Sell
10,840
-41
-0.4% -$8.19K 0.51% 20
2024
Q3 		$2.16M Buy
10,881
+699
+7% +$133K 0.53% 18
2024
Q2 		$1.86M Sell
10,182
-108
-1% -$19.4K 0.51% 20
2024
Q1 		$1.88M Sell
10,290
-79
-0.8% -$13.9K 0.53% 20
2023
Q4 		$1.77M Buy
10,369
+1,430
+16% +$230K 0.54% 19
2023
Q3 		$1.39M Sell
8,939
-52
-0.6% -$8.43K 0.47% 22
2023
Q2 		$1.46M Sell
8,991
-627
-7% -$98.2K 0.48% 22
2023
Q1 		$1.48M Buy
9,618
+30
+0.3% +$4.6K 0.52% 21
2022
Q4 		$1.46M Buy
9,588
+6
+0.1% +$894 0.52% 23
2022
Q3 		$1.3M Buy
9,582
+6,745
+238% +$1M 0.51% 23
2022
Q2 		$407K Sell
2,837
-1,252
-31% -$191K 0.17% 49
2022
Q1 		$674K Sell
4,089
-37
-0.9% -$5.97K 0.22% 37
2021
Q4 		$662K Buy
+4,126
New +$680K 0.23% 40

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

Spinnaker Investment Group's VIG Position: Q2 2026 in Review

Spinnaker Investment Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.8% in Q2 2026, buying an estimated $58.3K and bringing the position to 9,396 shares worth $2.22M. The position accounts for 0.36% of the portfolio, ranked #30.

Spinnaker Investment Group first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Spinnaker Investment Group held 9,396 shares of Vanguard Dividend Appreciation ETF worth $2.22M as of Q2 2026.
  • Spinnaker Investment Group bought 254 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $58.3K.
  • Vanguard Dividend Appreciation ETF made up 0.36% of Spinnaker Investment Group's portfolio in Q2 2026, its #30 holding.
  • Spinnaker Investment Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.