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Stonebridge Financial Group (Pennsylvania)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$5.23M Sell
22,082
-538
-2% -$124K 0.4% 69
2026
Q1 		$4.86M Buy
22,620
+442
+2% +$98.5K 0.4% 66
2025
Q4 		$4.87M Buy
22,178
+15
+0.1% +$3.28K 0.42% 63
2025
Q3 		$4.78M Sell
22,163
-773
-3% -$162K 0.42% 62
2025
Q2 		$4.69M Buy
22,936
+703
+3% +$136K 0.46% 59
2025
Q1 		$4.31M Sell
22,233
-193
-0.9% -$38.4K 0.46% 57
2024
Q4 		$4.39M Buy
+22,426
New +$4.48M 0.48% 55

Other funds holding VIG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s VIG Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.4% in Q2 2026, selling an estimated $124K and leaving 22,082 shares worth $5.23M. The position accounts for 0.4% of the portfolio, ranked #69.

Stonebridge Financial Group (Pennsylvania) first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 2,348 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 22,082 shares of Vanguard Dividend Appreciation ETF worth $5.23M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) sold 538 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $124K.
  • Vanguard Dividend Appreciation ETF made up 0.4% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #69 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,348 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.