Spirepoint Private Client’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Spirepoint Private Client’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	$12.2M	Sell	51,631 -14,653	-22%	-$3.36M	0.99%	30
2026 Q1	$14.3M	Buy	66,284 +3,782	+6%	+$843K	1.36%	19
2025 Q4	$13.7M	Buy	62,502 +5,288	+9%	+$1.16M	1.31%	17
2025 Q3	$12.3M	Buy	57,214 +41	+0.1%	+$8.61K	1.3%	18
2025 Q2	$11.7M	Buy	57,173 +35,932	+169%	+$6.96M	1.32%	19
2025 Q1	$4.12M	Hold	21,241	–	–	0.54%	52
2024 Q4	$4.16M	Sell	21,241 -46	-0.2%	-$9.18K	0.52%	51
2024 Q3	$4.22M	Sell	21,287 -67	-0.3%	-$12.8K	0.56%	47
2024 Q2	$3.9M	Sell	21,354 -22	-0.1%	-$3.96K	0.55%	45
2024 Q1	$3.9M	Buy	+21,376	New	+$3.76M	0.59%	43

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

Spirepoint Private Client's VIG Position: Q2 2026 in Review

Spirepoint Private Client reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 22% in Q2 2026, selling an estimated $3.36M and leaving 51,631 shares worth $12.2M. The position accounts for 0.99% of the portfolio, ranked #30.

Spirepoint Private Client first reported a position in VIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.3M in Q1 2026. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Spirepoint Private Client held 51,631 shares of Vanguard Dividend Appreciation ETF worth $12.2M as of Q2 2026.
Spirepoint Private Client sold 14,653 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $3.36M.
Vanguard Dividend Appreciation ETF made up 0.99% of Spirepoint Private Client's portfolio in Q2 2026, its #30 holding.
Spirepoint Private Client first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 10 quarters since.
Spirepoint Private Client's Vanguard Dividend Appreciation ETF position peaked at $14.3M in Q1 2026.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.