Steward Partners Investment Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Steward Partners Investment Advisory’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	$117M	Buy	496,181 +3,432	+0.7%	+$788K	0.6%	25
2026 Q1	$106M	Buy	492,749 +21,211	+4%	+$4.73M	0.54%	28
2025 Q4	$104M	Buy	471,538 +18,745	+4%	+$4.1M	0.57%	29
2025 Q3	$97.7M	Buy	452,793 +26,257	+6%	+$5.51M	0.56%	31
2025 Q2	$87.3M	Buy	426,536 +21,093	+5%	+$4.09M	0.68%	21
2025 Q1	$78.7M	Buy	405,443 +11,032	+3%	+$2.19M	0.7%	23
2024 Q4	$77.2M	Buy	394,411 +19,634	+5%	+$3.92M	0.69%	23
2024 Q3	$74.2M	Buy	374,777 +71,725	+24%	+$13.7M	0.69%	23
2024 Q2	$55.3M	Buy	303,052 +14,336	+5%	+$2.58M	0.58%	27
2024 Q1	$52.7M	Buy	288,716 +63,736	+28%	+$11.2M	0.58%	28
2023 Q4	$38.3M	Buy	224,980 +13,708	+6%	+$2.21M	0.52%	34
2023 Q3	$32.8M	Sell	211,272 -20,345	-9%	-$3.3M	0.5%	38
2023 Q2	$37.6M	Buy	231,617 +35,834	+18%	+$5.61M	0.56%	30
2023 Q1	$30.2M	Buy	195,783 +6,376	+3%	+$977K	0.48%	39
2022 Q4	$28.8M	Buy	189,407 +9,454	+5%	+$1.41M	0.49%	39
2022 Q3	$24.3M	Buy	179,953 +14,693	+9%	+$2.19M	0.45%	45
2022 Q2	$23.7M	Buy	165,260 +12,486	+8%	+$1.9M	0.43%	46
2022 Q1	$24.8M	Buy	152,774 +12,978	+9%	+$2.09M	0.38%	53
2021 Q4	$24M	Buy	139,796 +4,027	+3%	+$664K	0.37%	54
2021 Q3	$20.9M	Sell	135,769 -10,358	-7%	-$1.65M	0.36%	55
2021 Q2	$22.6M	Sell	146,127 -49,683	-25%	-$7.63M	0.38%	49
2021 Q1	$28.8M	Buy	195,810 +104,588	+115%	+$14.9M	0.51%	33
2020 Q4	$12.9M	Buy	91,222 +8,141	+10%	+$1.1M	0.28%	89
2020 Q3	$10.7M	Buy	83,081 +16,044	+24%	+$2.02M	0.27%	91
2020 Q2	$7.86M	Sell	67,037 -53,846	-45%	-$6.13M	0.22%	116
2020 Q1	$12.5M	Buy	120,883 +28,229	+30%	+$3.37M	0.46%	50
2019 Q4	$11.6M	Sell	92,654 -27,629	-23%	-$3.34M	0.34%	67
2019 Q3	$14.4M	Buy	120,283 +58,932	+96%	+$6.95M	0.48%	48
2019 Q2	$7.07M	Buy	61,351 +47,494	+343%	+$5.33M	0.26%	93
2019 Q1	$1.52M	Sell	13,857 -62,988	-82%	-$6.64M	0.06%	280
2018 Q4	$7.53M	Buy	76,845 +61,584	+404%	+$6.42M	0.37%	70
2018 Q3	$1.69M	Buy	15,261 +2,489	+19%	+$268K	0.08%	250
2018 Q2	$1.3M	Buy	12,772 +9,081	+246%	+$926K	0.08%	254
2018 Q1	$372K	Buy	3,691 +907	+33%	+$94K	0.03%	487
2017 Q4	$284K	Buy	2,784 +188	+7%	+$18.5K	0.02%	459
2017 Q3	$246K	Buy	2,596 +228	+10%	+$21.3K	0.03%	403
2017 Q2	$219K	Buy	2,368 +229	+11%	+$21K	0.02%	390
2017 Q1	$192K	Buy	2,139 +1,657	+344%	+$147K	0.03%	332
2016 Q4	$41K	Buy	+482	New	+$40.5K	0.02%	352

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

Steward Partners Investment Advisory's VIG Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.7% in Q2 2026, buying an estimated $788K and bringing the position to 496,181 shares worth $117M. The position accounts for 0.6% of the portfolio, ranked #25.

Steward Partners Investment Advisory first reported a position in VIG in Q4 2016 and has held it in 39 quarters since. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Steward Partners Investment Advisory held 496,181 shares of Vanguard Dividend Appreciation ETF worth $117M as of Q2 2026.
Steward Partners Investment Advisory bought 3,432 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $788K.
Vanguard Dividend Appreciation ETF made up 0.6% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #25 holding.
Steward Partners Investment Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 39 quarters since.
2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.