Strategic Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.5M | Sell |
10,579
-141
| -1% | -$32.4K | 0.15% | 96 |
|
|
2026
Q1 | $2.31M | Sell |
10,720
-529
| -5% | -$118K | 0.16% | 101 |
|
|
2025
Q4 | $2.47M | Sell |
11,249
-892
| -7% | -$195K | 0.17% | 100 |
|
|
2025
Q3 | $2.62M | Buy |
12,141
+288
| +2% | +$60.5K | 0.2% | 92 |
|
|
2025
Q2 | $2.43M | Buy |
+11,853
| New | +$2.3M | 0.19% | 92 |
|
|
2024
Q4 | $2.35M | Buy |
11,494
+605
| +6% | +$121K | 0.19% | 96 |
|
|
2024
Q3 | $2.16M | Buy |
10,889
+603
| +6% | +$115K | 0.21% | 98 |
|
|
2024
Q2 | $1.88M | Sell |
10,286
-218
| -2% | -$39.2K | 0.2% | 95 |
|
|
2024
Q1 | $1.92M | Buy |
10,504
+3,672
| +54% | +$645K | 0.21% | 93 |
|
|
2023
Q4 | $1.16M | Buy |
6,832
+334
| +5% | +$53.7K | 0.14% | 120 |
|
|
2023
Q3 | $1.01M | Sell |
6,498
-500
| -7% | -$81K | 0.13% | 152 |
|
|
2023
Q2 | $1.14M | Sell |
6,998
-1,708
| -20% | -$267K | 0.15% | 146 |
|
|
2023
Q1 | $1.34M | Buy |
8,706
+987
| +13% | +$151K | 0.21% | 116 |
|
|
2022
Q4 | $1.17M | Hold |
7,719
| – | – | 0.22% | 113 |
|
|
2022
Q3 | $1.04M | Sell |
7,719
-66
| -0.8% | -$9.82K | 0.22% | 120 |
|
|
2022
Q2 | $1.12M | Sell |
7,785
-381
| -5% | -$58K | 0.24% | 111 |
|
|
2022
Q1 | $1.32M | Sell |
8,166
-479
| -6% | -$77.3K | 0.26% | 112 |
|
|
2021
Q4 | $1.49M | Buy |
8,645
+70
| +0.8% | +$11.5K | 0.28% | 114 |
|
|
2021
Q3 | $1.32M | Sell |
8,575
-389
| -4% | -$62K | 0.39% | 74 |
|
|
2021
Q2 | $1.39M | Sell |
8,964
-18
| -0.2% | -$2.76K | 0.45% | 55 |
|
|
2021
Q1 | $1.32M | Sell |
8,982
-37
| -0.4% | -$5.26K | 0.53% | 49 |
|
|
2020
Q4 | $1.27M | Sell |
9,019
-61
| -0.7% | -$8.27K | 0.53% | 56 |
|
|
2020
Q3 | $1.17M | Buy |
9,080
+352
| +4% | +$44.3K | 0.59% | 47 |
|
|
2020
Q2 | $1.02M | Sell |
8,728
-4,592
| -34% | -$523K | 0.53% | 54 |
|
|
2020
Q1 | $1.66M | Hold |
13,320
| – | – | 0.87% | 26 |
|
|
2019
Q4 | $1.66M | Sell |
13,320
-5
| -0% | -$605 | 0.86% | 26 |
|
|
2019
Q3 | $1.57K | Sell |
13,325
-1,174
| -8% | -$138K | 0.01% | 200 |
|
|
2019
Q2 | $1.67M | Sell |
14,499
-4,443
| -23% | -$498K | 0.81% | 30 |
|
|
2019
Q1 | $2.09M | Sell |
18,942
-337
| -2% | -$35.5K | 0.96% | 21 |
|
|
2018
Q4 | $2.17M | Sell |
19,279
-585
| -3% | -$61K | 1.1% | 15 |
|
|
2018
Q3 | $2.2M | Sell |
19,864
-2,279
| -10% | -$245K | 1.17% | 16 |
|
|
2018
Q2 | $2.25M | Sell |
22,143
-12,033
| -35% | -$1.23M | 1.3% | 12 |
|
|
2018
Q1 | $3.45M | Sell |
34,176
-32,749
| -49% | -$3.4M | 1.78% | 6 |
|
|
2017
Q4 | $6.5M | Buy |
+66,925
| New | +$6.59M | 3.61% | 1 |
|
Other funds holding VIG
HWM
Strategic Wealth Partners's VIG Position: Q2 2026 in Review
Strategic Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q2 2026, selling an estimated $32.4K and leaving 10,579 shares worth $2.5M. The position accounts for 0.15% of the portfolio, ranked #96.
Strategic Wealth Partners first reported a position in VIG in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.5M in Q4 2017. 2,601 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Strategic Wealth Partners held 10,579 shares of Vanguard Dividend Appreciation ETF worth $2.5M as of Q2 2026.
- Strategic Wealth Partners sold 141 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $32.4K.
- Vanguard Dividend Appreciation ETF made up 0.15% of Strategic Wealth Partners's portfolio in Q2 2026, its #96 holding.
- Strategic Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 34 quarters since.
- Strategic Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $6.5M in Q4 2017.
- 2,601 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.