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Summit Trail Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Summit Trail Advisors’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 		$6.45M Buy
27,277
+1,863
+7% +$428K 0.08% 144
2026
Q1 		$5.47M Buy
25,414
+2,549
+11% +$568K 0.08% 151
2025
Q4 		$5.03M Sell
22,865
-6,826
-23% -$1.49M 0.09% 130
2025
Q3 		$6.43M Sell
29,691
-1,323
-4% -$278K 0.09% 114
2025
Q2 		$6.37M Buy
+31,014
New +$6.01M 0.11% 101
2024
Q4 		– Sell
-30,691
Closed -$6.1M – 760
2024
Q3 		$6.1M Buy
30,691
+5,645
+23% +$1.07M 0.15% 66
2024
Q2 		$4.59M Buy
25,046
+962
+4% +$173K 0.12% 73
2024
Q1 		$4.4M Buy
24,084
+9,234
+62% +$1.62M 0.12% 72
2023
Q4 		$2.53M Buy
14,850
+254
+2% +$40.9K 0.08% 90
2023
Q3 		$2.28M Sell
14,596
-572
-4% -$92.7K 0.08% 91
2023
Q2 		$2.48M Buy
15,168
+1,218
+9% +$191K 0.09% 90
2023
Q1 		$2.15M Buy
13,950
+10,483
+302% +$1.61M 0.09% 81
2022
Q4 		$526K Buy
3,467
+668
+24% +$99.6K 0.02% 178
2022
Q3 		$378K Sell
2,799
-7
-0.2% -$1.04K 0.02% 220
2022
Q2 		$403K Buy
2,806
+651
+30% +$99.1K 0.02% 219
2022
Q1 		$349K Buy
2,155
+160
+8% +$25.8K 0.03% 219
2021
Q4 		$343K Buy
+1,995
New +$329K 0.02% 207
2021
Q1 		– Sell
-3,350
Closed -$473K – 212
2020
Q4 		$473K Hold
3,350
– – 0.06% 119
2020
Q3 		$455K Hold
3,350
– – 0.09% 114
2020
Q2 		$395K Buy
+3,350
New +$381K 0.07% 107
2018
Q1 		– Sell
-1,260
Closed -$135K – 1613
2017
Q4 		$135K Buy
+1,260
New +$124K 0.02% 546

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Trail Advisors's VIG Position: Q2 2026 in Review

Summit Trail Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 7.3% in Q2 2026, buying an estimated $428K and bringing the position to 27,277 shares worth $6.45M. The position accounts for 0.08% of the portfolio, ranked #144.

Summit Trail Advisors first reported a position in VIG in Q4 2017 and has held it in 21 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Summit Trail Advisors held 27,277 shares of Vanguard Dividend Appreciation ETF worth $6.45M as of Q2 2026.
  • Summit Trail Advisors bought 1,863 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $428K.
  • Vanguard Dividend Appreciation ETF made up 0.08% of Summit Trail Advisors's portfolio in Q2 2026, its #144 holding.
  • Summit Trail Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 21 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.