Stablepoint Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Stablepoint 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	$5.04M	Buy	21,301 +1,346	+7%	+$309K	0.7%	55
2026 Q1	$4.29M	Sell	19,955 -592	-3%	-$132K	0.64%	55
2025 Q4	$4.52M	Buy	20,547 +2,612	+15%	+$571K	0.7%	52
2025 Q3	$3.87M	Sell	17,935 -300	-2%	-$63K	0.61%	59
2025 Q2	$3.73M	Sell	18,235 -682	-4%	-$132K	0.63%	57
2025 Q1	$3.67M	Sell	18,917 -101	-0.5%	-$20.1K	0.66%	55
2024 Q4	$3.72M	Buy	19,018 +1,980	+12%	+$395K	0.68%	53
2024 Q3	$3.37M	Sell	17,038 -96	-0.6%	-$18.3K	0.61%	57
2024 Q2	$3.23M	Buy	17,134 +1,125	+7%	+$202K	0.63%	56
2024 Q1	$2.92M	Buy	16,009 +3,014	+23%	+$529K	0.59%	59
2023 Q4	$2.21M	Buy	+12,995	New	+$2.09M	0.57%	59

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

Stablepoint Partners's VIG Position: Q2 2026 in Review

Stablepoint Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 6.7% in Q2 2026, buying an estimated $309K and bringing the position to 21,301 shares worth $5.04M. The position accounts for 0.7% of the portfolio, ranked #55.

Stablepoint Partners first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Stablepoint Partners held 21,301 shares of Vanguard Dividend Appreciation ETF worth $5.04M as of Q2 2026.
Stablepoint Partners bought 1,346 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $309K.
Vanguard Dividend Appreciation ETF made up 0.7% of Stablepoint Partners's portfolio in Q2 2026, its #55 holding.
Stablepoint Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.