SWP
VIG icon

Summit Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Summit Wealth 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 		$759K Buy
3,206
+223
+7% +$51.2K 0.11% 136
2026
Q1 		$642K Buy
+2,983
New +$665K 0.1% 135
2025
Q4 		– Sell
-6,252
Closed -$1.35M – 223
2025
Q3 		$1.35M Hold
6,252
– – 0.24% 70
2025
Q2 		$1.28M Hold
6,252
– – 0.24% 70
2025
Q1 		$1.21M Sell
6,252
-40
-0.6% -$7.95K 0.25% 69
2024
Q4 		$1.23M Buy
6,292
+2
+0% +$399 0.25% 69
2024
Q3 		$1.25M Sell
6,290
-664
-10% -$126K 0.24% 77
2024
Q2 		$1.27M Sell
6,954
-8
-0.1% -$1.44K 0.26% 71
2024
Q1 		$1.27M Hold
6,962
– – 0.27% 67
2023
Q4 		$1.19M Sell
6,962
-1,032
-13% -$166K 0.28% 62
2023
Q3 		$1.24M Buy
7,994
+2
+0% +$324 0.32% 56
2023
Q2 		$1.3M Hold
7,992
– – 0.33% 52
2023
Q1 		$1.23M Buy
7,992
+5
+0.1% +$766 0.32% 54
2022
Q4 		$1.21M Buy
7,987
+6
+0.1% +$894 0.32% 55
2022
Q3 		$1.08M Buy
7,981
+5
+0.1% +$744 0.3% 54
2022
Q2 		$1.14M Buy
7,976
+417
+6% +$63.5K 0.31% 50
2022
Q1 		$1.23M Buy
7,559
+4
+0.1% +$645 0.28% 49
2021
Q4 		$1.3M Buy
7,555
+34
+0.5% +$5.6K 0.28% 50
2021
Q3 		$1.16M Sell
7,521
-150
-2% -$23.9K 0.27% 49
2021
Q2 		$1.19M Buy
7,671
+1,372
+22% +$211K 0.28% 51
2021
Q1 		$926K Buy
6,299
+45
+0.7% +$6.4K 0.24% 55
2020
Q4 		$883K Buy
6,254
+10
+0.2% +$1.35K 0.24% 61
2020
Q3 		$803K Buy
6,244
+23
+0.4% +$2.89K 0.24% 65
2020
Q2 		$729K Hold
6,221
– – 0.24% 68
2020
Q1 		$643K Buy
6,221
+5
+0.1% +$597 0.26% 54
2019
Q4 		$775K Buy
+6,216
New +$752K 0.27% 55

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 Wealth Partners's VIG Position: Q2 2026 in Review

Summit Wealth Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 7.5% in Q2 2026, buying an estimated $51.2K and bringing the position to 3,206 shares worth $759K. The position accounts for 0.11% of the portfolio, ranked #136.

Summit Wealth Partners first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.35M in Q3 2025. 2,602 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Summit Wealth Partners held 3,206 shares of Vanguard Dividend Appreciation ETF worth $759K as of Q2 2026.
  • Summit Wealth Partners bought 223 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $51.2K.
  • Vanguard Dividend Appreciation ETF made up 0.11% of Summit Wealth Partners's portfolio in Q2 2026, its #136 holding.
  • Summit Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
  • Summit Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $1.35M in Q3 2025.
  • 2,602 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.